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
2451
$4.98K ﹤0.01%
260
2452
$4.95K ﹤0.01%
245
+138
2453
$4.92K ﹤0.01%
100
2454
$4.9K ﹤0.01%
+75
2455
$4.9K ﹤0.01%
+150
2456
$4.89K ﹤0.01%
108
2457
$4.88K ﹤0.01%
381
+41
2458
$4.84K ﹤0.01%
38
-19
2459
$4.79K ﹤0.01%
+91
2460
$4.77K ﹤0.01%
510
+66
2461
$4.74K ﹤0.01%
1,148
2462
$4.71K ﹤0.01%
27
-1
2463
$4.71K ﹤0.01%
165
-10
2464
$4.66K ﹤0.01%
78
2465
$4.64K ﹤0.01%
82
2466
$4.63K ﹤0.01%
30
+12
2467
$4.62K ﹤0.01%
779
+178
2468
$4.61K ﹤0.01%
607
-93
2469
$4.59K ﹤0.01%
222
-42
2470
$4.56K ﹤0.01%
153
2471
$4.5K ﹤0.01%
208
+4
2472
$4.5K ﹤0.01%
193
2473
$4.49K ﹤0.01%
100
2474
$4.49K ﹤0.01%
173
2475
$4.48K ﹤0.01%
87
-49
97 98
99
100 101