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
$59.2B
AUM Growth
+$748M
(+1.3%)
Holding
3,576
Top Buys
| 1 | +$282M | |
| 2 | +$269M | |
| 3 | +$235M | |
| 4 |
Eli Lilly
LLY
|
+$200M |
| 5 |
Advanced Micro Devices
AMD
|
+$127M |
Top Sells
| 1 | +$296M | |
| 2 | +$178M | |
| 3 | +$161M | |
| 4 |
RTX Corp
RTX
|
+$144M |
| 5 |
Amazon
AMZN
|
+$143M |
Sector Composition
| 1 | Technology | 26.14% |
| 2 | Financials | 11.73% |
| 3 | Healthcare | 11% |
| 4 | Industrials | 8.84% |
| 5 | Consumer Discretionary | 8.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Kodiak Gas Services
KGS
$4.75B
| $55M | 0.09% |
1,471,663
+1,424,888
|
|
||
177
Medtronic
MDT
$117B
| $53.8M | 0.09% |
560,406
+9,057
|
|
||
178
Veeva Systems
VEEV
$32.1B
| $53.7M | 0.09% |
240,704
-19,133
|
|
||
179
Morgan Stanley
MS
$254B
| $53.6M | 0.09% |
302,112
+988
|
|
||
180
Monolithic Power Systems
MPWR
$50.3B
| $53.4M | 0.09% |
58,914
-3,449
|
|
||
181
Fomento Económico Mexicano
FMX
$37.8B
| $53.2M | 0.09% |
526,391
+14,687
|
|
||
182
Waste Management
WM
$99.4B
| $53.2M | 0.09% |
242,081
-44,594
|
|
||
183
Texas Instruments
TXN
$178B
| $52.9M | 0.09% |
304,818
-17,550
|
|
||
184
Berkshire Hathaway Class A
BRK.A
$1.08T
| $52.8M | 0.09% |
70
-3
|
|
||
185
United Parcel Service
UPS
$84.9B
| $52.7M | 0.09% |
531,179
-61,567
|
|
||
186
Williams Companies
WMB
$90.7B
| $52.6M | 0.09% |
874,970
+44,383
|
|
||
187
Kinder Morgan
KMI
$74.7B
| $52.3M | 0.09% |
1,903,359
-114,655
|
|
||
188
InterContinental Hotels
IHG
$19.9B
| $51.9M | 0.09% |
368,487
+17,839
|
|
||
189
Hubbell
HUBB
$25.1B
| $51.1M | 0.09% |
115,125
-6,191
|
|
||
190
Valvoline
VVV
$4.49B
| $49.6M | 0.08% |
1,706,259
+998,896
|
|
||
191
Ametek
AME
$50.8B
| $49.5M | 0.08% |
240,992
-8,686
|
|
||
192
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
| $48.6M | 0.08% |
174,148
+151,715
|
|
||
193
Tractor Supply
TSCO
$26.4B
| $48.2M | 0.08% |
964,381
-65,319
|
|
||
194
BHP
BHP
$185B
| $47.6M | 0.08% |
788,140
+30,452
|
|
||
195
Sony
SONY
$129B
| $47.1M | 0.08% |
1,838,420
+76,211
|
|
||
196
Hess Midstream
HESM
$5.08B
| $46.1M | 0.08% |
1,336,810
-351,802
|
|
||
197
DT Midstream
DTM
$14.4B
| $45.9M | 0.08% |
383,668
+443
|
|
||
198
Boeing
BA
$177B
| $45.1M | 0.08% |
207,647
-51,926
|
|
||
199
Waste Connections
WCN
$43.5B
| $42.9M | 0.07% |
244,632
-17,684
|
|
||
200
Merck
MRK
$290B
| $41.7M | 0.07% |
396,195
+3,416
|
|