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 | |
|---|---|---|---|---|---|---|
51
Mastercard
MA
$490B
| $303M | 0.54% |
539,665
-7,962
|
|
||
52
PepsiCo
PEP
$198B
| $301M | 0.54% |
2,276,292
-9,236
|
|
||
53
Walt Disney
DIS
$188B
| $296M | 0.53% |
2,384,014
-884,442
|
|
||
54
Enterprise Products Partners
EPD
$70.5B
| $290M | 0.52% |
9,359,631
-41,718
|
|
||
55
Amphenol
APH
$171B
| $289M | 0.52% |
2,924,638
+92,868
|
|
||
56
Prologis
PLD
$119B
| $286M | 0.51% |
2,719,249
+9,553
|
|
||
57
Vanguard Small-Cap ETF
VB
$69.3B
| $280M | 0.5% |
1,180,480
-33,180
|
|
||
58
Automatic Data Processing
ADP
$106B
| $278M | 0.5% |
902,762
-5,094
|
|
||
59
Blackrock
BLK
$166B
| $278M | 0.5% |
264,918
-383
|
|
||
60
Energy Transfer Partners
ET
$57.7B
| $278M | 0.5% |
15,314,866
+333,434
|
|
||
61
iShares Russell Mid-Cap ETF
IWR
$46.2B
| $271M | 0.48% |
2,945,315
+221,567
|
|
||
62
iShares Core S&P 500 ETF
IVV
$736B
| $264M | 0.47% |
425,390
-3,935
|
|
||
63
Fidelity National Information Services
FIS
$34.5B
| $258M | 0.46% |
3,169,660
+21,785
|
|
||
64
Intuitive Surgical
ISRG
$204B
| $256M | 0.46% |
471,318
-2,669
|
|
||
65
Chevron
CVX
$300B
| $243M | 0.43% |
1,697,209
-8,319
|
|
||
66
Analog Devices
ADI
$138B
| $239M | 0.43% |
1,006,077
-1,971
|
|
||
67
Thermo Fisher Scientific
TMO
$215B
| $238M | 0.42% |
585,794
-15,961
|
|
||
68
ASML
ASML
$427B
| $237M | 0.42% |
295,847
+232,649
|
|
||
69
GE Aerospace
GE
$300B
| $234M | 0.42% |
907,777
+291,780
|
|
||
70
Eaton
ETN
$131B
| $232M | 0.41% |
649,506
+20,530
|
|
||
71
Vanguard FTSE Developed Markets ETF
VEA
$188B
| $229M | 0.41% |
4,009,275
+325,423
|
|
||
72
PNC Financial Services
PNC
$77.6B
| $228M | 0.41% |
1,221,335
+5,607
|
|
||
73
VICI Properties
VICI
$29.6B
| $220M | 0.39% |
6,755,506
-3,344
|
|
||
74
Oneok
OKE
$48B
| $218M | 0.39% |
2,669,742
+20,213
|
|
||
75
AbbVie
ABBV
$400B
| $217M | 0.39% |
1,166,664
+142,700
|
|