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 | |
|---|---|---|---|---|---|---|
76
Adobe
ADBE
$144B
| $214M | 0.37% |
605,610
-269,579
|
|
||
77
Intuitive Surgical
ISRG
$196B
| $209M | 0.36% |
466,336
-4,982
|
|
||
78
Fidelity National Information Services
FIS
$34.2B
| $206M | 0.35% |
3,119,616
-50,044
|
|
||
79
Berkshire Hathaway Class B
BRK.B
$1.07T
| $201M | 0.34% |
399,485
-1,102
|
|
||
80
Palo Alto Networks
PANW
$135B
| $199M | 0.34% |
979,731
-13,245
|
|
||
81
DexCom
DXCM
$26.2B
| $196M | 0.34% |
2,907,801
+2,294,709
|
|
||
82
O'Reilly Automotive
ORLY
$79.1B
| $194M | 0.33% |
1,795,044
-6,131
|
|
||
83
iShares Gold Trust
IAU
$65.5B
| $193M | 0.33% |
2,651,432
+98,811
|
|
||
84
Progressive
PGR
$133B
| $190M | 0.32% |
767,549
+731,207
|
|
||
85
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
| $184M | 0.32% |
3,228,749
-142,960
|
|
||
86
Cintas
CTAS
$74.4B
| $182M | 0.31% |
886,708
-6,116
|
|
||
87
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.4B
| $182M | 0.31% |
1,806,261
+234,636
|
|
||
88
Vanguard Value ETF
VTV
$155B
| $178M | 0.3% |
952,759
-40,462
|
|
||
89
Charles Schwab
SCHW
$168B
| $173M | 0.3% |
1,810,337
-29,055
|
|
||
90
Oneok
OKE
$47B
| $172M | 0.29% |
2,354,725
-315,017
|
|
||
91
Brookfield
BN
$105B
| $171M | 0.29% |
3,736,032
+7,773
|
|
||
92
Targa Resources
TRGP
$39.6B
| $169M | 0.29% |
1,007,421
+37,065
|
|
||
93
Blue Owl Capital
OWL
$10.9B
| $166M | 0.28% |
9,804,222
+1,751,018
|
|
||
94
Global X US Infrastructure Development ETF
PAVE
$9.81B
| $163M | 0.28% |
3,422,644
+187,627
|
|
||
95
Ares Management
ARES
$38.7B
| $161M | 0.28% |
1,007,852
+76,073
|
|
||
96
T-Mobile US
TMUS
$222B
| $160M | 0.27% |
668,629
-24,556
|
|
||
97
Mercado Libre
MELI
$101B
| $159M | 0.27% |
68,243
+655
|
|
||
98
TSMC
TSM
$1.59T
| $158M | 0.27% |
564,893
-25,221
|
|
||
99
iShares Russell 2000 ETF
IWM
$73B
| $155M | 0.27% |
640,622
+15,281
|
|
||
100
CoStar Group
CSGP
$28.9B
| $154M | 0.26% |
1,823,106
-13,189
|
|