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 | |
|---|---|---|---|---|---|---|
26
S&P Global
SPGI
$148B
| $441M | 0.75% |
905,469
-8,313
|
|
||
27
TJX Companies
TJX
$173B
| $432M | 0.74% |
2,991,066
-40,821
|
|
||
28
Union Pacific
UNP
$138B
| $424M | 0.73% |
1,795,510
-9,410
|
|
||
29
Eli Lilly
LLY
$885B
| $422M | 0.72% |
553,367
-39,982
|
|
||
|
30
Thermo Fisher Scientific
TMO
$213B
| $405M | 0.69% |
834,965
+249,171
|
|
||
31
Danaher
DHR
$159B
| $402M | 0.69% |
2,029,727
-70,694
|
|
||
32
Intercontinental Exchange
ICE
$90.5B
| $400M | 0.69% |
2,376,441
-28,270
|
|
||
33
Linde
LIN
$183B
| $384M | 0.66% |
808,967
-9,397
|
|
||
34
Cheniere Energy
LNG
$42.3B
| $376M | 0.64% |
1,599,480
-16,646
|
|
||
35
ASML
ASML
$428B
| $359M | 0.62% |
371,092
+75,245
|
|
||
36
Amphenol
APH
$169B
| $358M | 0.61% |
2,896,146
-28,492
|
|
||
37
UnitedHealth
UNH
$294B
| $353M | 0.6% |
1,020,922
-22,678
|
|
||
38
Home Depot
HD
$344B
| $350M | 0.6% |
864,589
-13,268
|
|
||
39
Automatic Data Processing
ADP
$105B
| $349M | 0.6% |
1,190,430
+287,668
|
|
||
40
McDonald's
MCD
$220B
| $343M | 0.59% |
1,127,903
-12,640
|
|
||
41
Monster Beverage
MNST
$72.2B
| $339M | 0.58% |
5,036,540
-67,047
|
|
||
42
Workday
WDAY
$58.6B
| $331M | 0.57% |
1,375,970
-36,635
|
|
||
43
Stryker
SYK
$134B
| $326M | 0.56% |
882,835
-10,356
|
|
||
44
Vanguard Small-Cap ETF
VB
$69.5B
| $323M | 0.55% |
1,269,344
+88,864
|
|
||
45
Prologis
PLD
$119B
| $307M | 0.53% |
2,684,296
-34,953
|
|
||
46
Blackrock
BLK
$167B
| $305M | 0.52% |
261,678
-3,240
|
|
||
47
Martin Marietta Materials
MLM
$36.9B
| $304M | 0.52% |
481,937
-214,951
|
|
||
48
Mastercard
MA
$487B
| $304M | 0.52% |
533,583
-6,082
|
|
||
49
Mondelez International
MDLZ
$68.9B
| $298M | 0.51% |
4,765,388
+1,849,482
|
|
||
50
Roper Technologies
ROP
$47.7B
| $294M | 0.5% |
589,327
-9,111
|
|