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 | |
|---|---|---|---|---|---|---|
|
76
Otis Worldwide
OTIS
$35.6B
| $172M | 0.36% |
1,887,720
-1,178,558
|
|
||
77
Netflix
NFLX
$503B
| $171M | 0.36% |
196,626
+12,941
|
|
||
78
Cintas
CTAS
$74.1B
| $171M | 0.36% |
900,108
-58,278
|
|
||
79
Amphenol
APH
$155B
| $170M | 0.36% |
2,831,770
-34,443
|
|
||
80
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $168M | 0.36% |
3,683,852
+6,909
|
|
||
81
Analog Devices
ADI
$119B
| $167M | 0.35% |
1,008,048
-6,718
|
|
||
|
82
Eaton
ETN
$146B
| $158M | 0.33% |
628,976
+596,260
|
|
||
83
Chipotle Mexican Grill
CMG
$56B
| $158M | 0.33% |
3,438,016
-72,976
|
|
||
84
Brown & Brown
BRO
$28.8B
| $158M | 0.33% |
1,405,429
+14,427
|
|
||
85
O'Reilly Automotive
ORLY
$85.8B
| $157M | 0.33% |
1,788,945
+1,230
|
|
||
86
Vanguard Value ETF
VTV
$146B
| $154M | 0.32% |
1,000,306
-19,719
|
|
||
87
Palo Alto Networks
PANW
$139B
| $151M | 0.32% |
987,128
-59,771
|
|
||
88
iShares Gold Trust
IAU
$65.5B
| $149M | 0.32% |
2,651,774
+141,688
|
|
||
89
Ameriprise Financial
AMP
$44.1B
| $145M | 0.31% |
340,124
+2,159
|
|
||
90
Targa Resources
TRGP
$31.5B
| $139M | 0.29% |
865,345
-9,844
|
|
||
91
MPLX
MPLX
$49.5B
| $135M | 0.29% |
2,898,179
-8,827
|
|
||
92
Zoetis
ZTS
$63.5B
| $135M | 0.28% |
932,365
-17,349
|
|
||
93
CoStar Group
CSGP
$31.5B
| $134M | 0.28% |
1,827,003
+1,497,912
|
|
||
94
Charles Schwab
SCHW
$170B
| $130M | 0.27% |
1,857,721
+62,329
|
|
||
95
Ares Management
ARES
$31B
| $124M | 0.26% |
1,009,029
-837,214
|
|
||
96
Mercado Libre
MELI
$104B
| $122M | 0.26% |
66,715
-10,165
|
|
||
97
SPDR S&P 500 ETF Trust
SPY
$656B
| $119M | 0.25% |
240,160
-104,020
|
|
||
98
Johnson & Johnson
JNJ
$463B
| $118M | 0.25% |
785,665
-38,315
|
|
||
99
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $113M | 0.24% |
2,839,805
-1,570,426
|
|
||
100
Global X US Infrastructure Development ETF
PAVE
$9.51B
| $111M | 0.24% |
3,293,984
+78,889
|
|