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 | |
|---|---|---|---|---|---|---|
26
Intercontinental Exchange
ICE
$90B
| $441M | 0.79% |
2,404,711
+10,448
|
|
||
27
Howmet Aerospace
HWM
$76.9B
| $434M | 0.78% |
2,331,676
-18,967
|
|
||
28
Qualcomm
QCOM
$187B
| $432M | 0.77% |
2,715,412
+6,184
|
|
||
29
Union Pacific
UNP
$140B
| $415M | 0.74% |
1,804,920
+244,108
|
|
||
30
Danaher
DHR
$160B
| $415M | 0.74% |
2,100,421
+19,262
|
|
||
31
TE Connectivity
TEL
$68.9B
| $398M | 0.71% |
2,360,884
+14,256
|
|
||
32
Cheniere Energy
LNG
$44.3B
| $394M | 0.7% |
1,616,126
-107,413
|
|
||
33
Elevance Health
ELV
$73.5B
| $392M | 0.7% |
1,007,839
-128,202
|
|
||
34
Linde
LIN
$187B
| $384M | 0.69% |
818,364
-520
|
|
||
35
Martin Marietta Materials
MLM
$37.7B
| $383M | 0.68% |
696,888
+6,076
|
|
||
36
TJX Companies
TJX
$170B
| $374M | 0.67% |
3,031,887
-324,199
|
|
||
37
Stryker
SYK
$139B
| $353M | 0.63% |
893,191
-1,672
|
|
||
|
FISV
38
Fiserv Inc
FISV
$35.6B
| $353M | 0.63% |
2,045,397
-343,873
|
|
||
39
iShares Russell 1000 Growth ETF
IWF
$125B
| $343M | 0.61% |
807,501
-58,517
|
|
||
40
Jack Henry & Associates
JKHY
$13.2B
| $340M | 0.61% |
1,887,432
-44,122
|
|
||
41
Roper Technologies
ROP
$48.2B
| $339M | 0.61% |
598,438
-17,135
|
|
||
42
Workday
WDAY
$57.8B
| $339M | 0.61% |
1,412,605
+3,390
|
|
||
43
Adobe
ADBE
$145B
| $339M | 0.6% |
875,189
-6,534
|
|
||
44
McDonald's
MCD
$222B
| $333M | 0.6% |
1,140,543
+4,633
|
|
||
|
45
UnitedHealth
UNH
$300B
| $326M | 0.58% |
1,043,600
-391,839
|
|
||
46
Home Depot
HD
$353B
| $322M | 0.57% |
877,857
-96,387
|
|
||
47
American Tower
AMT
$83.7B
| $320M | 0.57% |
1,447,550
-4,063
|
|
||
48
Monster Beverage
MNST
$72B
| $320M | 0.57% |
5,103,587
+37,654
|
|
||
49
TransDigm Group
TDG
$75.9B
| $310M | 0.55% |
203,588
-442
|
|
||
50
Netflix
NFLX
$425B
| $305M | 0.54% |
2,275,960
+309,700
|
|