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
1
$3.34B 5.96%
6,709,310
-228,158
2
$2.33B 4.17%
10,635,297
-46,409
3
$2.22B 3.97%
10,821,497
-76,402
4
$1.95B 3.48%
12,343,698
-543,159
5
$1.27B 2.26%
7,183,959
-788,722
6
$990M 1.77%
2,789,285
-341,997
7
$942M 1.68%
3,248,027
-2,058
8
$875M 1.56%
1,185,366
+10,668
9
$616M 1.1%
4,216,484
+26,542
10
$611M 1.09%
4,084,704
+41,129
11
$583M 1.04%
3,286,135
-509,616
12
$583M 1.04%
3,590,839
-5,084,912
13
$575M 1.03%
8,232,361
+13,498
14
$560M 1%
4,118,212
+112,388
15
$518M 0.92%
1,898,621
+31,853
16
$517M 0.92%
7,444,585
-513,263
17
$489M 0.87%
1,774,563
+383,560
18
$482M 0.86%
913,782
-2,734
19
$475M 0.85%
1,724,691
-1,624
20
$466M 0.83%
1,666,862
+68,910
21
$465M 0.83%
6,702,907
-21,849
22
$463M 0.83%
593,349
+10,893
23
$458M 0.82%
15,620,200
+68,863
24
$442M 0.79%
4,099,966
+14,076
25
$442M 0.79%
777,889
+6,881
1
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