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 | |
|---|---|---|---|---|---|---|
101
Ameriprise Financial
AMP
$44.3B
| $144M | 0.26% |
269,432
-70,692
|
|
||
102
SPDR S&P 500 ETF Trust
SPY
$704B
| $142M | 0.25% |
229,971
-10,189
|
|
||
103
Global X US Infrastructure Development ETF
PAVE
$9.83B
| $141M | 0.25% |
3,235,017
-58,967
|
|
||
104
MPLX
MPLX
$56.8B
| $140M | 0.25% |
2,724,069
-174,110
|
|
||
105
IBM
IBM
$288B
| $140M | 0.25% |
475,907
-3,920
|
|
||
106
monday.com
MNDY
$8.09B
| $138M | 0.25% |
438,873
+1,077
|
|
||
107
Vanguard FTSE Emerging Markets ETF
VWO
$105B
| $136M | 0.24% |
2,752,283
-87,522
|
|
||
108
iShares Russell 2000 ETF
IWM
$72.6B
| $135M | 0.24% |
625,341
+24,227
|
|
||
109
CyberArk
CYBR
$24.2B
| $135M | 0.24% |
331,650
+183
|
|
||
110
Parker-Hannifin
PH
$111B
| $134M | 0.24% |
191,634
-1,648
|
|
||
111
TSMC
TSM
$1.53T
| $134M | 0.24% |
590,114
+54,643
|
|
||
112
iShares Russell 1000 ETF
IWB
$45.7B
| $125M | 0.22% |
368,232
-6,618
|
|
||
113
Flutter Entertainment
FLUT
$36.5B
| $122M | 0.22% |
427,574
+427,468
|
|
||
114
Axon Enterprise
AXON
$43.5B
| $122M | 0.22% |
147,572
+55,961
|
|
||
115
L3Harris
LHX
$52.1B
| $120M | 0.21% |
477,414
-104
|
|
||
116
HealthEquity
HQY
$8.07B
| $118M | 0.21% |
1,127,054
+148,740
|
|
||
117
Johnson & Johnson
JNJ
$487B
| $117M | 0.21% |
767,487
-18,178
|
|
||
118
Vanguard Total Stock Market ETF
VTI
$569B
| $115M | 0.21% |
377,823
+15,657
|
|
||
119
Alcon
ALC
$39.7B
| $115M | 0.2% |
1,299,365
+49,704
|
|
||
|
120
Spotify
SPOT
$116B
| $114M | 0.2% |
148,809
+147,007
|
|
||
121
Oracle
ORCL
$620B
| $110M | 0.2% |
505,046
-16,476
|
|
||
122
iShares MSCI EAFE ETF
EFA
$69.5B
| $110M | 0.2% |
1,225,692
+83,216
|
|
||
123
Broadridge
BR
$27.1B
| $107M | 0.19% |
442,305
-2,128
|
|
||
124
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
| $107M | 0.19% |
1,001,432
+92,851
|
|
||
125
Costco
COST
$397B
| $107M | 0.19% |
107,704
-14,172
|
|