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 | |
|---|---|---|---|---|---|---|
276
Oshkosh
OSK
$8.13B
| $20.9M | 0.04% |
160,939
-3,264
|
|
||
277
Brookfield Asset Management
BAM
$85.6B
| $20.9M | 0.04% |
366,175
-8,923
|
|
||
278
TC Energy
TRP
$55.9B
| $20.7M | 0.04% |
381,203
-1,224
|
|
||
279
Dominion Energy
D
$50.7B
| $20.5M | 0.04% |
335,455
-12,372
|
|
||
280
Pentair
PNR
$17.1B
| $20.3M | 0.03% |
183,164
-3,080
|
|
||
281
HealthEquity
HQY
$8.2B
| $20.2M | 0.03% |
213,406
-913,648
|
|
||
282
Caterpillar
CAT
$276B
| $20.2M | 0.03% |
42,305
+1,279
|
|
||
283
Bank of America
BAC
$400B
| $20.1M | 0.03% |
388,725
+30,788
|
|
||
284
SPDR Gold Trust
GLD
$145B
| $20M | 0.03% |
56,401
+291
|
|
||
285
Brookfield Renewable
BEP
$7.89B
| $20M | 0.03% |
777,310
-37,783
|
|
||
286
Novo Nordisk
NVO
$218B
| $19.6M | 0.03% |
352,471
+7,404
|
|
||
287
Vanguard Extended Market ETF
VXF
$25B
| $19.4M | 0.03% |
92,761
+7,263
|
|
||
288
Vanguard Growth ETF
VUG
$200B
| $19.3M | 0.03% |
40,185
+591
|
|
||
289
Roblox
RBLX
$61.4B
| $19M | 0.03% |
137,347
+136,441
|
|
||
290
Saia
SAIA
$9.05B
| $18.9M | 0.03% |
63,230
-935
|
|
||
291
Procore
PCOR
$11.2B
| $18.8M | 0.03% |
258,407
-4,898
|
|
||
292
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $18.7M | 0.03% |
134,156
+101
|
|
||
293
iShares Core S&P Small-Cap ETF
IJR
$89.3B
| $18.3M | 0.03% |
154,067
-10,556
|
|
||
294
Emerson Electric
EMR
$75.3B
| $18.1M | 0.03% |
137,844
+21
|
|
||
295
Altria Group
MO
$99.6B
| $17.6M | 0.03% |
266,267
+6,016
|
|
||
296
Lockheed Martin
LMT
$110B
| $16.9M | 0.03% |
33,947
-4,435
|
|
||
297
Brookfield Infrastructure Partners
BIP
$15.7B
| $16.7M | 0.03% |
508,849
-24,474
|
|
||
298
Palantir
PLTR
$447B
| $16.5M | 0.03% |
90,341
-1,766
|
|
||
299
Booking.com
BKNG
$175B
| $16.5M | 0.03% |
3,051
+19
|
|
||
300
Phillips 66
PSX
$53.1B
| $16.5M | 0.03% |
121,078
-58,552
|
|