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
$58.4B
AUM Growth
+$2.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,361
New
Increased
Reduced
Closed

Top Buys

1 +$247M
2 +$181M
3 +$154M
4
META icon
Meta Platforms (Facebook)
META
+$131M
5
TMO icon
Thermo Fisher Scientific
TMO
+$121M

Top Sells

1 +$315M
2 +$229M
3 +$202M
4
CRM icon
Salesforce
CRM
+$182M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$142M

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
DKNG icon
176
DraftKings
DKNG
$17.7B
$60.8M 0.1%
1,625,434
-28,014
HUBS icon
177
HubSpot
HUBS
$19.7B
$59.8M 0.1%
127,817
-4,077
TXN icon
178
Texas Instruments
TXN
$163B
$59.2M 0.1%
322,368
-8,837
CB icon
179
Chubb
CB
$121B
$59.1M 0.1%
209,489
+8,267
TSCO icon
180
Tractor Supply
TSCO
$27.5B
$58.6M 0.1%
1,029,700
-16,957
HESM icon
181
Hess Midstream
HESM
$4.51B
$58.3M 0.1%
1,688,612
+651,329
MPWR icon
182
Monolithic Power Systems
MPWR
$45.3B
$57.4M 0.1%
62,363
-1,277
TCOM icon
183
Trip.com Group
TCOM
$46.3B
$57.2M 0.1%
760,366
+34,361
KMI icon
184
Kinder Morgan
KMI
$59.5B
$57.1M 0.1%
2,018,014
+278,634
BA icon
185
Boeing
BA
$160B
$56M 0.1%
259,573
+213,468
BRK.A icon
186
Berkshire Hathaway Class A
BRK.A
$1.08T
$55.1M 0.09%
73
-2
VRT icon
187
Vertiv
VRT
$61.7B
$55M 0.09%
364,756
+142,518
WMB icon
188
Williams Companies
WMB
$73B
$52.6M 0.09%
830,587
+57,943
MDT icon
189
Medtronic
MDT
$128B
$52.5M 0.09%
551,349
+27,477
MFG icon
190
Mizuho Financial
MFG
$91.4B
$52.2M 0.09%
7,797,023
+376,677
HUBB icon
191
Hubbell
HUBB
$23.8B
$52.2M 0.09%
121,316
-2,201
CELH icon
192
Celsius Holdings
CELH
$11.3B
$51.6M 0.09%
898,042
+896,202
SONY icon
193
Sony
SONY
$160B
$50.7M 0.09%
1,762,209
+81,525
FMX icon
194
Fomento Económico Mexicano
FMX
$36B
$50.5M 0.09%
511,704
+118,375
UPS icon
195
United Parcel Service
UPS
$85.6B
$49.5M 0.08%
592,746
-24,364
MS icon
196
Morgan Stanley
MS
$284B
$47.9M 0.08%
301,124
+6,215
AME icon
197
Ametek
AME
$46.4B
$46.9M 0.08%
249,678
-3,897
ZS icon
198
Zscaler
ZS
$37.7B
$46.2M 0.08%
154,157
-35,863
WCN icon
199
Waste Connections
WCN
$44.2B
$46.1M 0.08%
262,316
-6,486
FSLR icon
200
First Solar
FSLR
$27.3B
$45.8M 0.08%
207,543
-9,486