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 | |
|---|---|---|---|---|---|---|
76
IQVIA
IQV
$38.5B
| $210M | 0.38% |
1,333,665
+1,354
|
|
||
77
Palo Alto Networks
PANW
$139B
| $203M | 0.36% |
992,976
+5,848
|
|
||
78
Idexx Laboratories
IDXX
$57B
| $201M | 0.36% |
374,745
+271,193
|
|
||
79
Cintas
CTAS
$75B
| $199M | 0.36% |
892,824
-7,284
|
|
||
80
Mondelez International
MDLZ
$70.9B
| $197M | 0.35% |
2,915,906
+11,005
|
|
||
81
Berkshire Hathaway Class B
BRK.B
$1.09T
| $195M | 0.35% |
400,587
-27,967
|
|
||
82
Quanta Services
PWR
$68.7B
| $194M | 0.35% |
512,999
+118,640
|
|
||
83
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $192M | 0.34% |
3,371,709
-56,739
|
|
||
84
Chipotle Mexican Grill
CMG
$44.9B
| $191M | 0.34% |
3,396,540
-41,476
|
|
||
85
Otis Worldwide
OTIS
$33.7B
| $186M | 0.33% |
1,876,606
-11,114
|
|
||
86
Mercado Libre
MELI
$105B
| $177M | 0.32% |
67,588
+873
|
|
||
87
Vanguard Value ETF
VTV
$155B
| $176M | 0.31% |
993,221
-7,085
|
|
||
88
Targa Resources
TRGP
$38.8B
| $169M | 0.3% |
970,356
+105,011
|
|
||
89
Charles Schwab
SCHW
$167B
| $168M | 0.3% |
1,839,392
-18,329
|
|
||
90
T-Mobile US
TMUS
$234B
| $165M | 0.3% |
693,185
-23,236
|
|
||
91
O'Reilly Automotive
ORLY
$83.5B
| $162M | 0.29% |
1,801,175
+12,230
|
|
||
92
Ares Management
ARES
$36.5B
| $161M | 0.29% |
931,779
-77,250
|
|
||
93
iShares Gold Trust
IAU
$65.6B
| $159M | 0.28% |
2,552,621
-99,153
|
|
||
94
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.4B
| $158M | 0.28% |
1,571,625
-1,739,594
|
|
||
95
Brown & Brown
BRO
$26.8B
| $158M | 0.28% |
1,421,189
+15,760
|
|
||
96
Blue Owl Capital
OWL
$10.8B
| $155M | 0.28% |
8,053,204
+3,013,499
|
|
||
97
Brookfield
BN
$105B
| $154M | 0.27% |
3,728,259
+20,251
|
|
||
98
Boston Scientific
BSX
$145B
| $148M | 0.26% |
1,378,016
+187,205
|
|
||
99
CoStar Group
CSGP
$28.8B
| $148M | 0.26% |
1,836,295
+9,292
|
|
||
100
Zoetis
ZTS
$52.3B
| $145M | 0.26% |
926,854
-5,511
|
|