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
2376
$6.91K ﹤0.01%
148
2377
$6.91K ﹤0.01%
30
2378
$6.91K ﹤0.01%
750
2379
$6.9K ﹤0.01%
+2,000
2380
$6.8K ﹤0.01%
150
-450
2381
$6.77K ﹤0.01%
130
2382
$6.75K ﹤0.01%
250
2383
$6.75K ﹤0.01%
60
-1
2384
$6.73K ﹤0.01%
168
2385
$6.71K ﹤0.01%
1,034
-106
2386
$6.67K ﹤0.01%
376
+81
2387
$6.67K ﹤0.01%
93
2388
$6.66K ﹤0.01%
125
-25
2389
$6.62K ﹤0.01%
339
-12
2390
$6.58K ﹤0.01%
133
+14
2391
$6.57K ﹤0.01%
412
-107
2392
$6.49K ﹤0.01%
225
-150,193
2393
$6.48K ﹤0.01%
4,000
2394
$6.46K ﹤0.01%
1,285
2395
$6.42K ﹤0.01%
129
-281
2396
$6.41K ﹤0.01%
163
2397
$6.41K ﹤0.01%
193
2398
$6.41K ﹤0.01%
359
2399
$6.36K ﹤0.01%
508
-214
2400
$6.35K ﹤0.01%
188
94 95
96
97 98