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 | |
|---|---|---|---|---|---|---|
176
Ross Stores
ROST
$58B
| $60.6M | 0.11% |
475,274
-9,382
|
|
||
177
Comcast
CMCSA
$98.3B
| $60.6M | 0.11% |
1,697,109
-5,364
|
|
||
178
Fair Isaac
FICO
$41.8B
| $60.2M | 0.11% |
32,922
-27,712
|
|
||
179
Zscaler
ZS
$39.5B
| $59.7M | 0.11% |
190,020
-31,369
|
|
||
180
Chubb
CB
$117B
| $58.3M | 0.1% |
201,222
+6,000
|
|
||
181
Tradeweb Markets
TW
$22.9B
| $58M | 0.1% |
395,919
-95,773
|
|
||
182
Novartis
NVS
$253B
| $57.8M | 0.1% |
477,344
+9,859
|
|
||
183
Lloyds Banking Group
LYG
$74.8B
| $57.4M | 0.1% |
13,506,967
+441,684
|
|
||
184
Tractor Supply
TSCO
$28.6B
| $55.2M | 0.1% |
1,046,657
-35,660
|
|
||
185
Berkshire Hathaway Class A
BRK.A
$1.06T
| $54.7M | 0.1% |
75
-27
|
|
||
186
Kinsale Capital Group
KNSL
$8.27B
| $54.1M | 0.1% |
111,728
-27,693
|
|
||
187
DexCom
DXCM
$25.3B
| $53.5M | 0.1% |
613,092
+76,025
|
|
||
188
Sprouts Farmers Market
SFM
$8.18B
| $52.9M | 0.09% |
321,314
-106,427
|
|
||
189
Marriott International
MAR
$77B
| $52.7M | 0.09% |
193,009
-3,755
|
|
||
190
StepStone Group
STEP
$4.94B
| $52M | 0.09% |
937,196
+425,692
|
|
||
191
Kinder Morgan
KMI
$61.3B
| $51.1M | 0.09% |
1,739,380
+1,119,412
|
|
||
192
Hubbell
HUBB
$23.6B
| $50.4M | 0.09% |
123,517
-2,405
|
|
||
193
Corpay
CPAY
$21.4B
| $50.3M | 0.09% |
151,627
-28,775
|
|
||
194
Waste Connections
WCN
$44.2B
| $50.2M | 0.09% |
268,802
-6,693
|
|
||
195
Williams Companies
WMB
$75.7B
| $48.5M | 0.09% |
772,644
-53,545
|
|
||
196
Goosehead Insurance
GSHD
$1.83B
| $47.4M | 0.08% |
448,963
+446,537
|
|
||
197
Monolithic Power Systems
MPWR
$47.5B
| $46.5M | 0.08% |
63,640
-3,214
|
|
||
198
Ametek
AME
$46B
| $45.9M | 0.08% |
253,575
-6,331
|
|
||
199
Medtronic
MDT
$131B
| $45.7M | 0.08% |
523,872
+31,356
|
|
||
200
Alibaba
BABA
$374B
| $45.4M | 0.08% |
400,210
+18,423
|
|