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
2401
$6.33K ﹤0.01%
207
2402
$6.32K ﹤0.01%
1,137
2403
$6.32K ﹤0.01%
93
+37
2404
$6.31K ﹤0.01%
200
-157
2405
$6.3K ﹤0.01%
+141
2406
$6.3K ﹤0.01%
104
-5
2407
$6.29K ﹤0.01%
212
-7,900
2408
$6.28K ﹤0.01%
74
-544
2409
$6.28K ﹤0.01%
85
2410
$6.27K ﹤0.01%
114
2411
$6.25K ﹤0.01%
+875
2412
$6.19K ﹤0.01%
103
-180
2413
$6.18K ﹤0.01%
570
2414
$6.17K ﹤0.01%
118
+8
2415
$6.16K ﹤0.01%
200
-952
2416
$6.13K ﹤0.01%
407
2417
$6.11K ﹤0.01%
293
+49
2418
$6.07K ﹤0.01%
200
2419
$6.06K ﹤0.01%
+430
2420
$6.06K ﹤0.01%
1,200
-11,707
2421
$6.05K ﹤0.01%
44
+16
2422
$5.92K ﹤0.01%
168
+43
2423
$5.9K ﹤0.01%
48
-1
2424
$5.78K ﹤0.01%
46
-13
2425
$5.72K ﹤0.01%
2,000
95 96
97
98 99