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
2426
$5.67K ﹤0.01%
170
2427
$5.65K ﹤0.01%
430
2428
$5.58K ﹤0.01%
111
-25
2429
$5.57K ﹤0.01%
890
2430
$5.52K ﹤0.01%
34
-200
2431
$5.51K ﹤0.01%
+268
2432
$5.5K ﹤0.01%
37
-21
2433
$5.5K ﹤0.01%
1,381
-101
2434
$5.48K ﹤0.01%
+786
2435
$5.45K ﹤0.01%
167
+2
2436
$5.43K ﹤0.01%
66
2437
$5.35K ﹤0.01%
+50
2438
$5.34K ﹤0.01%
229
2439
$5.3K ﹤0.01%
46
+13
2440
$5.29K ﹤0.01%
+890
2441
$5.27K ﹤0.01%
100
2442
$5.19K ﹤0.01%
+113
2443
$5.15K ﹤0.01%
2,005
+1
2444
$5.13K ﹤0.01%
100
-436
2445
$5.12K ﹤0.01%
118
-55
2446
$5.1K ﹤0.01%
200
2447
$5.1K ﹤0.01%
71
-163
2448
$5.08K ﹤0.01%
+21
2449
$5.04K ﹤0.01%
335
2450
$5.03K ﹤0.01%
50
-35
96 97
98
99 100