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 | |
|---|---|---|---|---|---|---|
276
Oshkosh
OSK
$9.89B
| $20.9M | 0.04% |
160,939
-3,264
|
|
||
277
Brookfield Asset Management
BAM
$73.8B
| $20.9M | 0.04% |
366,175
-8,923
|
|
||
278
TC Energy
TRP
$66.7B
| $20.7M | 0.04% |
381,203
-1,224
|
|
||
279
Dominion Energy
D
$55.2B
| $20.5M | 0.04% |
335,455
-12,372
|
|
||
280
Pentair
PNR
$15B
| $20.3M | 0.03% |
183,164
-3,080
|
|
||
281
HealthEquity
HQY
$6.74B
| $20.2M | 0.03% |
213,406
-913,648
|
|
||
282
Caterpillar
CAT
$337B
| $20.2M | 0.03% |
42,305
+1,279
|
|
||
283
Bank of America
BAC
$349B
| $20.1M | 0.03% |
388,725
+30,788
|
|
||
284
SPDR Gold Trust
GLD
$181B
| $20M | 0.03% |
56,401
+291
|
|
||
285
Brookfield Renewable
BEP
$9.3B
| $20M | 0.03% |
777,310
-37,783
|
|
||
286
Novo Nordisk
NVO
$172B
| $19.6M | 0.03% |
352,471
+7,404
|
|
||
287
Vanguard Extended Market ETF
VXF
$26B
| $19.4M | 0.03% |
92,761
+7,263
|
|
||
288
Vanguard Growth ETF
VUG
$198B
| $19.3M | 0.03% |
40,185
+591
|
|
||
289
Roblox
RBLX
$42.6B
| $19M | 0.03% |
137,347
+136,441
|
|
||
290
Saia
SAIA
$9.93B
| $18.9M | 0.03% |
63,230
-935
|
|
||
291
Procore
PCOR
$8.66B
| $18.8M | 0.03% |
258,407
-4,898
|
|
||
292
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
| $18.7M | 0.03% |
134,156
+101
|
|
||
293
iShares Core S&P Small-Cap ETF
IJR
$93.2B
| $18.3M | 0.03% |
154,067
-10,556
|
|
||
294
Emerson Electric
EMR
$80B
| $18.1M | 0.03% |
137,844
+21
|
|
||
295
Altria Group
MO
$112B
| $17.6M | 0.03% |
266,267
+6,016
|
|
||
296
Lockheed Martin
LMT
$151B
| $16.9M | 0.03% |
33,947
-4,435
|
|
||
297
Brookfield Infrastructure Partners
BIP
$17.5B
| $16.7M | 0.03% |
508,849
-24,474
|
|
||
298
Palantir
PLTR
$362B
| $16.5M | 0.03% |
90,341
-1,766
|
|
||
299
Booking.com
BKNG
$138B
| $16.5M | 0.03% |
3,051
+19
|
|
||
300
Phillips 66
PSX
$66.2B
| $16.5M | 0.03% |
121,078
-58,552
|
|