CIBC Private Wealth Group Portfolio holdings
AUM
$59.2B
1-Year Est. Return
20.62%
This Fund
S&P 500
1 Year Est. Return
+20.62%
AUM
$58.4B
AUM Growth
+$2.43B
(+4.3%)
Holding
3,361
Top Buys
| 1 | +$229M | |
| 2 | +$182M | |
| 3 | +$180M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$133M |
| 5 |
Mondelez International
MDLZ
|
+$119M |
Top Sells
| 1 | +$314M | |
| 2 | +$233M | |
| 3 | +$194M | |
| 4 |
Salesforce
CRM
|
+$194M |
| 5 |
Brown & Brown
BRO
|
+$132M |
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 | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P 500 ETF Trust
SPY
$687B
| $151M | 0.26% |
227,011
-2,960
|
|
||
102
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| $148M | 0.25% |
2,737,361
-14,922
|
|
||
103
L3Harris
LHX
$69.3B
| $144M | 0.25% |
470,662
-6,752
|
|
||
104
Parker-Hannifin
PH
$118B
| $143M | 0.25% |
189,055
-2,579
|
|
||
105
Cisco
CSCO
$301B
| $143M | 0.25% |
2,093,590
-4,609,317
|
|
||
106
Johnson & Johnson
JNJ
$585B
| $142M | 0.24% |
768,311
+824
|
|
||
107
Oracle
ORCL
$436B
| $140M | 0.24% |
497,488
-7,558
|
|
||
108
IBM
IBM
$238B
| $140M | 0.24% |
495,792
+19,885
|
|
||
109
Shopify
SHOP
$174B
| $140M | 0.24% |
940,867
+177,937
|
|
||
110
Boston Scientific
BSX
$107B
| $135M | 0.23% |
1,387,686
+9,670
|
|
||
111
MPLX
MPLX
$59.1B
| $134M | 0.23% |
2,688,090
-35,979
|
|
||
112
Axon Enterprise
AXON
$44.9B
| $134M | 0.23% |
186,538
+38,966
|
|
||
|
EXE
113
Expand Energy Corp
EXE
$25.9B
| $134M | 0.23% |
1,256,987
+1,126,363
|
|
||
114
iShares Russell 1000 ETF
IWB
$45.6B
| $133M | 0.23% |
364,064
-4,168
|
|
||
115
Ameriprise Financial
AMP
$42.1B
| $132M | 0.23% |
267,731
-1,701
|
|
||
116
iShares Intermediate Government/Credit Bond ETF
GVI
$3.91B
| $127M | 0.22% |
1,177,859
+176,427
|
|
||
117
Vanguard Total Stock Market ETF
VTI
$575B
| $124M | 0.21% |
379,055
+1,232
|
|
||
118
Cloudflare
NET
$70.9B
| $124M | 0.21% |
579,137
+41,095
|
|
||
119
Elevance Health
ELV
$62B
| $124M | 0.21% |
383,300
-624,539
|
|
||
120
Alcon
ALC
$39.9B
| $121M | 0.21% |
1,618,796
+319,431
|
|
||
121
iShares MSCI EAFE ETF
EFA
$73.1B
| $119M | 0.2% |
1,272,311
+46,619
|
|
||
122
Sea Limited
SE
$53.3B
| $115M | 0.2% |
640,878
+635,321
|
|
||
123
Check Point Software Technologies
CHKP
$17.3B
| $113M | 0.19% |
546,808
+68,500
|
|
||
124
Goldman Sachs
GS
$247B
| $112M | 0.19% |
141,153
+547
|
|
||
125
ServiceNow
NOW
$128B
| $111M | 0.19% |
603,600
+287,445
|
|