CIBC Private Wealth Group Portfolio holdings
AUM
$58.4B
1-Year Est. Return
19.68%
1 Year Est. Return
+19.68%
AUM
$58.4B
AUM Growth
+$2.43B
(+4.3%)
Holding
3,361
Top Buys
| 1 | +$247M | |
| 2 | +$181M | |
| 3 | +$154M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$131M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$121M |
Top Sells
| 1 | +$315M | |
| 2 | +$229M | |
| 3 | +$202M | |
| 4 |
Salesforce
CRM
|
+$182M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$142M |
Sector Composition
| 1 | Technology | 27.58% |
| 2 | Financials | 12.32% |
| 3 | Healthcare | 10.12% |
| 4 | Industrials | 9.33% |
| 5 | Consumer Discretionary | 9.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $3.42B | 5.85% |
6,595,287
-114,023
|
|
||
2
Apple
AAPL
$4.12T
| $2.72B | 4.66% |
10,698,436
-123,061
|
|
||
3
Amazon
AMZN
$2.45T
| $2.32B | 3.97% |
10,571,204
-64,093
|
|
||
4
NVIDIA
NVDA
$4.43T
| $2.27B | 3.89% |
12,188,730
-154,968
|
|
||
|
5
Alphabet (Google) Class A
GOOGL
$3.88T
| $1.6B | 2.75% |
6,600,946
-583,013
|
|
||
6
JPMorgan Chase
JPM
$858B
| $1.01B | 1.72% |
3,192,322
-55,705
|
|
||
|
7
Meta Platforms (Facebook)
META
$1.7T
| $1B | 1.71% |
1,363,424
+178,058
|
|
||
8
Visa
V
$639B
| $943M | 1.62% |
2,763,214
-26,071
|
|
||
9
Broadcom
AVGO
$1.84T
| $832M | 1.42% |
2,521,836
+747,273
|
|
||
|
10
Alphabet (Google) Class C
GOOG
$3.89T
| $763M | 1.31% |
3,134,414
-151,721
|
|
||
11
RTX Corp
RTX
$229B
| $699M | 1.2% |
4,177,124
-39,360
|
|
||
12
Blackstone
BX
$118B
| $694M | 1.19% |
4,063,988
-20,716
|
|
||
13
AstraZeneca
AZN
$280B
| $626M | 1.07% |
8,154,148
-78,213
|
|
||
14
Old Dominion Freight Line
ODFL
$32.4B
| $615M | 1.05% |
4,366,843
+776,004
|
|
||
15
NextEra Energy
NEE
$173B
| $573M | 0.98% |
7,585,666
+141,081
|
|
||
16
Vanguard Mid-Cap ETF
VO
$90.2B
| $543M | 0.93% |
1,850,065
+183,203
|
|
||
17
Abbott
ABT
$217B
| $538M | 0.92% |
4,016,091
-102,121
|
|
||
18
Vanguard S&P 500 ETF
VOO
$826B
| $504M | 0.86% |
822,690
+44,801
|
|
||
19
TE Connectivity
TEL
$68.9B
| $460M | 0.79% |
2,094,807
-266,077
|
|
||
20
CME Group
CME
$97.7B
| $460M | 0.79% |
1,701,897
-22,794
|
|
||
21
iPath Select MLP ETN
ATMP
$515M
| $459M | 0.79% |
15,934,426
+314,226
|
|
||
22
Exxon Mobil
XOM
$491B
| $459M | 0.79% |
4,068,284
-31,682
|
|
||
23
Howmet Aerospace
HWM
$76.9B
| $455M | 0.78% |
2,317,207
-14,469
|
|
||
24
Qualcomm
QCOM
$187B
| $449M | 0.77% |
2,697,229
-18,183
|
|
||
25
iShares Russell 1000 Growth ETF
IWF
$125B
| $441M | 0.76% |
942,196
+134,695
|
|