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 | |
|---|---|---|---|---|---|---|
151
Dick's Sporting Goods
DKS
$20B
| $81.7M | 0.15% |
412,879
-5,276
|
|
||
152
Snowflake
SNOW
$76.7B
| $78.7M | 0.14% |
351,580
+85,608
|
|
||
153
Veeva Systems
VEEV
$38.5B
| $76.4M | 0.14% |
265,201
-6,666
|
|
||
154
AutoZone
AZO
$62.8B
| $75.2M | 0.13% |
20,269
-561
|
|
||
155
Iron Mountain
IRM
$25B
| $75.2M | 0.13% |
733,249
-3,606
|
|
||
156
Datadog
DDOG
$54.1B
| $75.1M | 0.13% |
559,256
-14,330
|
|
||
157
Cardinal Health
CAH
$47.1B
| $75.1M | 0.13% |
447,130
+880
|
|
||
158
HubSpot
HUBS
$20.1B
| $73.4M | 0.13% |
131,894
-5,308
|
|
||
159
Royal Caribbean
RCL
$68.2B
| $71.5M | 0.13% |
228,209
+218,980
|
|
||
160
Banco Santander
SAN
$162B
| $71.4M | 0.13% |
8,605,849
-680,074
|
|
||
161
Constellation Energy
CEG
$112B
| $71.3M | 0.13% |
220,955
+65,771
|
|
||
162
Alnylam Pharmaceuticals
ALNY
$57.3B
| $71.2M | 0.13% |
218,329
+12,818
|
|
||
163
DraftKings
DKNG
$17.5B
| $70.9M | 0.13% |
1,653,448
+676,164
|
|
||
164
Shell
SHEL
$209B
| $69.4M | 0.12% |
985,020
+17,669
|
|
||
165
Equinix
EQIX
$72.7B
| $69.1M | 0.12% |
86,906
-1,240
|
|
||
166
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
| $68.8M | 0.12% |
378,661
+17,177
|
|
||
167
Texas Instruments
TXN
$166B
| $68.8M | 0.12% |
331,205
-2,454
|
|
||
168
American Express
AXP
$251B
| $67.3M | 0.12% |
210,963
-2,634
|
|
||
169
Waste Management
WM
$85.6B
| $66M | 0.12% |
288,643
+230,926
|
|
||
170
Rollins
ROL
$29.4B
| $65.5M | 0.12% |
1,160,559
+5,380
|
|
||
171
ServiceNow
NOW
$177B
| $65M | 0.12% |
63,231
+42,160
|
|
||
172
Matador Resources
MTDR
$5.56B
| $64.6M | 0.12% |
1,353,585
+483,081
|
|
||
173
Brookfield Infrastructure
BIPC
$5.55B
| $63.8M | 0.11% |
1,534,158
+6,018
|
|
||
174
United Parcel Service
UPS
$81.5B
| $62.3M | 0.11% |
617,110
+298,364
|
|
||
175
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.16B
| $61.1M | 0.11% |
739,956
-16,863
|
|