CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$130M
3
+$105M
4
SPOT icon
Spotify
SPOT
+$94.4M
5
TTAN
ServiceTitan Inc
TTAN
+$94.2M

Top Sells

1
+$811M
2
+$178M
3
+$175M
4
UNH icon
UnitedHealth
UNH
+$150M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$129M

Sector Composition

1 Technology 27.93%
2 Financials 12.75%
3 Healthcare 10.35%
4 Consumer Discretionary 9.14%
5 Industrials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$8.24K ﹤0.01%
300
2327
$8.16K ﹤0.01%
228
2328
$8.04K ﹤0.01%
1,126
2329
$8.03K ﹤0.01%
65
-10
2330
$8.03K ﹤0.01%
167
-411
2331
$8.02K ﹤0.01%
1,263
2332
$7.93K ﹤0.01%
277
-897
2333
$7.91K ﹤0.01%
109
-27
2334
$7.9K ﹤0.01%
101
-542
2335
$7.87K ﹤0.01%
1,800
-62,188
2336
$7.85K ﹤0.01%
366
+89
2337
$7.84K ﹤0.01%
1,000
2338
$7.84K ﹤0.01%
700
2339
$7.83K ﹤0.01%
377
-52
2340
$7.82K ﹤0.01%
321
-5,387
2341
$7.8K ﹤0.01%
193
2342
$7.79K ﹤0.01%
82
2343
$7.78K ﹤0.01%
+421
2344
$7.71K ﹤0.01%
190
2345
$7.7K ﹤0.01%
57
-1
2346
$7.68K ﹤0.01%
86
2347
$7.6K ﹤0.01%
11
-3
2348
$7.59K ﹤0.01%
200
2349
$7.59K ﹤0.01%
168
-180
2350
$7.55K ﹤0.01%
290
-321
92 93
94
95 96