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
2351
$7.46K ﹤0.01%
306
-467
2352
$7.43K ﹤0.01%
106
2353
$7.41K ﹤0.01%
132
+61
2354
$7.39K ﹤0.01%
200
2355
$7.39K ﹤0.01%
116
-31
2356
$7.38K ﹤0.01%
85
-58
2357
$7.32K ﹤0.01%
1,000
2358
$7.29K ﹤0.01%
1,087
+30
2359
$7.28K ﹤0.01%
100
2360
$7.26K ﹤0.01%
330
2361
$7.22K ﹤0.01%
3,470
-2,500
2362
$7.21K ﹤0.01%
480
+155
2363
$7.18K ﹤0.01%
+259
2364
$7.18K ﹤0.01%
+544
2365
$7.15K ﹤0.01%
124
+81
2366
$7.11K ﹤0.01%
365
+165
2367
$7.07K ﹤0.01%
183
-2,269
2368
$7.03K ﹤0.01%
382
2369
$7.02K ﹤0.01%
240
-160
2370
$6.98K ﹤0.01%
189
2371
$6.97K ﹤0.01%
509
2372
$6.97K ﹤0.01%
+104
2373
$6.97K ﹤0.01%
151
2374
$6.96K ﹤0.01%
296
+221
2375
$6.94K ﹤0.01%
20
+11
93 94
95
96 97