CIBC Private Wealth Group Portfolio holdings
AUM
$58.4B
1-Year Est. Return
19.68%
1 Year Est. Return
+19.68%
AUM
$56B
AUM Growth
+$8.63B
(+18%)
Holding
3,351
Top Buys
| 1 | +$186M | |
| 2 | +$145M | |
| 3 | +$122M | |
| 4 |
Spotify
SPOT
|
+$113M |
| 5 |
Broadcom
AVGO
|
+$106M |
Top Sells
| 1 | +$825M | |
| 2 | +$177M | |
| 3 | +$175M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$139M |
| 5 |
UnitedHealth
UNH
|
+$122M |
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 | |
|---|---|---|---|---|---|---|
276
Tesla
TSLA
$1.46T
| $20.5M | 0.04% |
64,491
+6,123
|
|
||
277
Natera
NTRA
$33.2B
| $20.3M | 0.04% |
120,002
+116,571
|
|
||
278
WESCO International
WCC
$13.2B
| $20.2M | 0.04% |
109,193
-3,353
|
|
||
279
Enbridge
ENB
$105B
| $19.8M | 0.04% |
437,179
-14,596
|
|
||
280
Dominion Energy
D
$50.2B
| $19.7M | 0.04% |
347,827
-406,382
|
|
||
281
Wells Fargo
WFC
$282B
| $19.3M | 0.03% |
240,823
-380
|
|
||
282
Pentair
PNR
$17.1B
| $19.1M | 0.03% |
186,244
-4,854
|
|
||
283
Cigna
CI
$70.2B
| $19M | 0.03% |
57,505
-1,318
|
|
||
284
Kinetik
KNTK
$2.35B
| $18.9M | 0.03% |
429,644
+53,450
|
|
||
285
Clearway Energy Class C
CWEN
$3.99B
| $18.9M | 0.03% |
589,398
-2,753
|
|
||
286
Becton Dickinson
BDX
$54.3B
| $18.7M | 0.03% |
108,792
-2,370
|
|
||
287
TC Energy
TRP
$57B
| $18.7M | 0.03% |
382,427
-8,948
|
|
||
288
Oshkosh
OSK
$8.21B
| $18.6M | 0.03% |
164,203
-4,354
|
|
||
289
Zurn Elkay Water Solutions
ZWS
$7.8B
| $18.5M | 0.03% |
504,932
-12,751
|
|
||
290
Emerson Electric
EMR
$76.5B
| $18.4M | 0.03% |
137,823
+224
|
|
||
291
Emcor
EME
$28.4B
| $18.2M | 0.03% |
33,998
+33,670
|
|
||
292
Procore
PCOR
$12.1B
| $18M | 0.03% |
263,305
-8,025
|
|
||
293
iShares Core S&P Small-Cap ETF
IJR
$88.6B
| $18M | 0.03% |
164,623
-10,211
|
|
||
294
Brookfield Infrastructure Partners
BIP
$16.3B
| $17.9M | 0.03% |
533,323
-39,615
|
|
||
295
Lockheed Martin
LMT
$107B
| $17.8M | 0.03% |
38,382
-265
|
|
||
296
iShares Russell Mid-Cap Value ETF
IWS
$14.1B
| $17.7M | 0.03% |
134,055
-68
|
|
||
297
Saia
SAIA
$8.88B
| $17.6M | 0.03% |
64,165
-1,849
|
|
||
298
Booking.com
BKNG
$166B
| $17.6M | 0.03% |
3,032
+611
|
|
||
299
Vanguard Growth ETF
VUG
$204B
| $17.4M | 0.03% |
39,594
-1,507
|
|
||
300
Republic Services
RSG
$66B
| $17.1M | 0.03% |
69,478
-19,076
|
|