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 | |
|---|---|---|---|---|---|---|
226
Merck
MRK
$246B
| $33M | 0.06% |
392,779
-16,094
|
|
||
227
SAP
SAP
$285B
| $32.9M | 0.06% |
122,977
+17,153
|
|
||
228
iShares Core US Aggregate Bond ETF
AGG
$134B
| $32.8M | 0.06% |
327,224
-82,193
|
|
||
229
Entegris
ENTG
$13.6B
| $32.8M | 0.06% |
354,435
-7,137
|
|
||
230
Viper Energy
VNOM
$6.53B
| $32.7M | 0.06% |
856,845
+856,843
|
|
||
231
Coca-Cola
KO
$304B
| $32.5M | 0.06% |
489,921
+5,496
|
|
||
232
Invesco Senior Loan ETF
BKLN
$6.6B
| $32.3M | 0.06% |
1,545,493
+25,464
|
|
||
233
Canadian National Railway
CNI
$60.4B
| $32.1M | 0.06% |
340,708
+14,843
|
|
||
234
Western Midstream Partners
WES
$16.1B
| $31.8M | 0.05% |
809,068
-216
|
|
||
235
Ulta Beauty
ULTA
$26.3B
| $31.4M | 0.05% |
57,444
-1,288
|
|
||
236
EQT Corp
EQT
$33.8B
| $31.2M | 0.05% |
572,301
-45,581
|
|
||
237
Diageo
DEO
$49.1B
| $31M | 0.05% |
324,473
+13,145
|
|
||
238
TransUnion
TRU
$16.3B
| $30.8M | 0.05% |
368,216
-8,422
|
|
||
239
Tesla
TSLA
$1.59T
| $30.8M | 0.05% |
69,280
+4,789
|
|
||
240
Antero Resources
AR
$10.7B
| $30.6M | 0.05% |
913,158
+645,424
|
|
||
241
Emcor
EME
$28.1B
| $30.6M | 0.05% |
47,058
+13,060
|
|
||
242
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| $30.2M | 0.05% |
565,456
-19,057
|
|
||
243
Accenture
ACN
$170B
| $29.2M | 0.05% |
118,539
-171,442
|
|
||
244
MSCI
MSCI
$41.5B
| $28.8M | 0.05% |
50,810
-1,554
|
|
||
245
Planet Fitness
PLNT
$9.02B
| $28.4M | 0.05% |
273,939
+68,244
|
|
||
246
Illumina
ILMN
$20.5B
| $28.4M | 0.05% |
299,361
-12,818
|
|
||
247
Clearway Energy Class C
CWEN
$3.9B
| $28.2M | 0.05% |
999,397
+409,999
|
|
||
248
IDEX
IEX
$13.3B
| $28M | 0.05% |
172,312
-4,712
|
|
||
249
Natera
NTRA
$31.9B
| $27.9M | 0.05% |
173,088
+53,086
|
|
||
250
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.7B
| $27.8M | 0.05% |
249,354
-14,043
|
|