CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Est. Return
20.35%
1 Year Est. Return
+20.35%
AUM
$47.4B
AUM Growth
-$7.8B
(-14%)
Holding
3,319
Top Buys
| 1 | +$324M | |
| 2 | +$216M | |
| 3 | +$179M | |
| 4 |
Eaton
ETN
|
+$150M |
| 5 |
Broadcom
AVGO
|
+$140M |
Top Sells
| 1 | +$328M | |
| 2 | +$192M | |
| 3 | +$177M | |
| 4 |
WEC Energy
WEC
|
+$109M |
| 5 |
Otis Worldwide
OTIS
|
+$107M |
Sector Composition
| 1 | Technology | 24.92% |
| 2 | Financials | 12.67% |
| 3 | Healthcare | 12% |
| 4 | Industrials | 9.27% |
| 5 | Consumer Discretionary | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$198B
| $267M | 0.56% |
3,268,456
+63,575
|
|
||
52
Mastercard
MA
$497B
| $263M | 0.56% |
547,627
-127,278
|
|
||
53
Thermo Fisher Scientific
TMO
$203B
| $252M | 0.53% |
601,755
-974
|
|
||
54
TransDigm Group
TDG
$70.4B
| $251M | 0.53% |
204,030
+3,561
|
|
||
55
Automatic Data Processing
ADP
$113B
| $251M | 0.53% |
907,856
-6,112
|
|
||
56
Prologis
PLD
$113B
| $243M | 0.51% |
2,709,696
+125,408
|
|
||
57
Vanguard Small-Cap ETF
VB
$67B
| $235M | 0.5% |
1,213,660
-170,825
|
|
||
58
Energy Transfer Partners
ET
$57.3B
| $234M | 0.5% |
14,981,432
+1,463,098
|
|
||
59
Chevron
CVX
$306B
| $234M | 0.49% |
1,705,528
-26,365
|
|
||
|
60
Broadcom
AVGO
$1.67T
| $217M | 0.46% |
1,391,003
+894,375
|
|
||
61
Intuitive Surgical
ISRG
$156B
| $217M | 0.46% |
473,987
-8,843
|
|
||
62
Blackrock
BLK
$181B
| $216M | 0.46% |
+265,301
|
|
||
63
Fidelity National Information Services
FIS
$34.4B
| $214M | 0.45% |
3,147,875
+9,108
|
|
||
64
iShares Core S&P 500 ETF
IVV
$656B
| $214M | 0.45% |
429,325
-48,041
|
|
||
65
Berkshire Hathaway Class B
BRK.B
$1.05T
| $211M | 0.45% |
428,554
-3,364
|
|
||
66
Oneok
OKE
$42.3B
| $209M | 0.44% |
2,649,529
+485,560
|
|
||
67
iShares Russell Mid-Cap ETF
IWR
$44.2B
| $204M | 0.43% |
2,723,748
+372,035
|
|
||
68
VICI Properties
VICI
$32.8B
| $199M | 0.42% |
6,758,850
-551,425
|
|
||
69
IQVIA
IQV
$35B
| $193M | 0.41% |
1,332,311
+145,847
|
|
||
70
Mondelez International
MDLZ
$79.7B
| $186M | 0.39% |
2,904,901
+19,314
|
|
||
71
PNC Financial Services
PNC
$70B
| $182M | 0.38% |
1,215,728
-4,550
|
|
||
72
AbbVie
ABBV
$401B
| $180M | 0.38% |
1,023,964
-30,139
|
|
||
73
T-Mobile US
TMUS
$255B
| $176M | 0.37% |
716,421
-353,321
|
|
||
74
JPMorgan Equity Premium Income ETF
JEPI
$41B
| $175M | 0.37% |
3,428,448
-11,650
|
|
||
75
ConocoPhillips
COP
$109B
| $174M | 0.37% |
2,104,889
+36,044
|
|