CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56B
AUM Growth
+$8.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,351
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$145M
3
+$122M
4
SPOT icon
Spotify
SPOT
+$113M
5
AVGO icon
Broadcom
AVGO
+$106M

Top Sells

1
+$825M
2
+$177M
3
+$175M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M
5
UNH icon
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
CHKP icon
126
Check Point Software Technologies
CHKP
$20.2B
$106M 0.19%
478,308
+21,749
NET icon
127
Cloudflare
NET
$71.9B
$105M 0.19%
538,042
+396,825
AMJB icon
128
Alerian MLP Index ETNs due January 28 2044
AMJB
$717M
$104M 0.19%
3,452,951
+56,585
FOUR icon
129
Shift4
FOUR
$4.64B
$103M 0.18%
1,035,349
-9,758
GS icon
130
Goldman Sachs
GS
$259B
$99.5M 0.18%
140,606
-2,099
WMT icon
131
Walmart
WMT
$901B
$99.1M 0.18%
1,013,407
-17,376
AJG icon
132
Arthur J. Gallagher & Co
AJG
$61.3B
$98.5M 0.18%
307,672
+2,472
HDB icon
133
HDFC Bank
HDB
$182B
$95.1M 0.17%
2,480,766
+83,952
BEPC icon
134
Brookfield Renewable
BEPC
$7.08B
$95.1M 0.17%
2,900,900
-1,924
GEV icon
135
GE Vernova
GEV
$167B
$94.5M 0.17%
178,594
+161,431
QQQ icon
136
Invesco QQQ Trust
QQQ
$407B
$93.5M 0.17%
169,576
+12,317
CL icon
137
Colgate-Palmolive
CL
$61.5B
$92.8M 0.17%
1,020,586
-2,192
AMGN icon
138
Amgen
AMGN
$175B
$91.8M 0.16%
328,955
-240
SHW icon
139
Sherwin-Williams
SHW
$81.5B
$91.5M 0.16%
266,561
-3,389
COR icon
140
Cencora
COR
$65.4B
$91.3M 0.16%
304,456
-6,615
PAA icon
141
Plains All American Pipeline
PAA
$12.3B
$90.7M 0.16%
4,952,995
+319,906
TTAN
142
ServiceTitan Inc
TTAN
$10.1B
$90.4M 0.16%
+843,114
IWP icon
143
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$90.3M 0.16%
651,452
-51,525
SHOP icon
144
Shopify
SHOP
$207B
$88M 0.16%
762,930
+8,567
MCHP icon
145
Microchip Technology
MCHP
$36.3B
$87.5M 0.16%
1,243,981
-92,477
RACE icon
146
Ferrari
RACE
$67.6B
$87.1M 0.16%
177,959
+9,982
ACN icon
147
Accenture
ACN
$166B
$86.7M 0.15%
289,981
-4,355
PG icon
148
Procter & Gamble
PG
$326B
$84.9M 0.15%
532,674
-8,561
LYV icon
149
Live Nation Entertainment
LYV
$31.7B
$83.7M 0.15%
553,243
+328,351
MLPB icon
150
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$211M
$82.5M 0.15%
3,171,039
-32,424
4 5
6
7 8