CIBC Private Wealth Group Portfolio holdings
AUM
$59.2B
1-Year Est. Return
20.62%
This Fund
S&P 500
1 Year Est. Return
+20.62%
AUM
$58.4B
AUM Growth
+$2.43B
(+4.3%)
Holding
3,361
Top Buys
| 1 | +$229M | |
| 2 | +$182M | |
| 3 | +$180M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$133M |
| 5 |
Mondelez International
MDLZ
|
+$119M |
Top Sells
| 1 | +$314M | |
| 2 | +$233M | |
| 3 | +$194M | |
| 4 |
Salesforce
CRM
|
+$194M |
| 5 |
Brown & Brown
BRO
|
+$132M |
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 | |
|---|---|---|---|---|---|---|
251
Keysight
KEYS
$49.2B
| $27.7M | 0.05% |
158,100
-3,247
|
|
||
252
Kinetik
KNTK
$2.95B
| $27.5M | 0.05% |
643,338
+213,694
|
|
||
253
Sherwin-Williams
SHW
$81.8B
| $27.1M | 0.05% |
78,295
-188,266
|
|
||
254
General Dynamics
GD
$97.2B
| $26.5M | 0.05% |
77,654
+797
|
|
||
255
Diamondback Energy
FANG
$51B
| $26.1M | 0.04% |
182,138
-3,319
|
|
||
256
Honeywell
HON
$152B
| $25.4M | 0.04% |
120,699
-4,491
|
|
||
257
TXO Partners LP
TXO
$672M
| $25.4M | 0.04% |
1,807,967
+52,903
|
|
||
258
Valvoline
VVV
$4.49B
| $25.4M | 0.04% |
707,363
-13,110
|
|
||
259
Moody's
MCO
$80.4B
| $24.2M | 0.04% |
50,731
-125
|
|
||
260
Revvity
RVTY
$10.1B
| $23.9M | 0.04% |
273,207
-6,473
|
|
||
261
Domino's
DPZ
$13.7B
| $23.6M | 0.04% |
54,718
-1,270
|
|
||
262
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
| $23.6M | 0.04% |
221,047
-112,216
|
|
||
263
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
| $23.5M | 0.04% |
293,883
-3,270
|
|
||
264
Zurn Elkay Water Solutions
ZWS
$7.76B
| $23.2M | 0.04% |
494,162
-10,770
|
|
||
265
Regal Rexnord
RRX
$13.3B
| $22.7M | 0.04% |
158,317
-2,704
|
|
||
266
WESCO International
WCC
$13B
| $22.6M | 0.04% |
106,998
-2,195
|
|
||
267
iShares MBS ETF
MBB
$39.3B
| $22.5M | 0.04% |
236,774
+58,265
|
|
||
268
Ingersoll Rand
IR
$33.7B
| $22.4M | 0.04% |
270,517
-6,566
|
|
||
269
Pinterest
PINS
$13B
| $22.1M | 0.04% |
686,566
-12,882
|
|
||
270
Enbridge
ENB
$118B
| $21.9M | 0.04% |
434,540
-2,639
|
|
||
271
Starbucks
SBUX
$113B
| $21.8M | 0.04% |
257,960
-9,235
|
|
||
272
WisdomTree India Earnings Fund ETF
EPI
$2.53B
| $21.7M | 0.04% |
490,973
|
|
||
273
Wells Fargo
WFC
$241B
| $21.5M | 0.04% |
256,567
+15,744
|
|
||
274
Equinor
EQNR
$81.8B
| $21.4M | 0.04% |
877,191
+38,474
|
|
||
275
Becton Dickinson
BDX
$46.7B
| $21M | 0.04% |
111,993
+3,201
|
|