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 | |
|---|---|---|---|---|---|---|
201
iShares Russell 1000 Value ETF
IWD
$68.8B
| $41.1M | 0.07% |
195,334
+10,411
|
|
||
202
Corpay
CPAY
$21.4B
| $41.1M | 0.07% |
136,442
-11,444
|
|
||
203
ALPS Clean Energy ETF
ACES
$108M
| $40.9M | 0.07% |
1,262,174
+122,552
|
|
||
204
Tesla
TSLA
$1.5T
| $40.8M | 0.07% |
90,769
+21,489
|
|
||
205
Illumina
ILMN
$19B
| $39.7M | 0.07% |
302,802
+3,441
|
|
||
206
3M
MMM
$80.8B
| $39.5M | 0.07% |
246,520
-919
|
|
||
207
Tradeweb Markets
TW
$26.5B
| $38.4M | 0.06% |
357,060
-29,957
|
|
||
208
Natera
NTRA
$28.1B
| $37.5M | 0.06% |
163,506
-9,582
|
|
||
209
Icon
ICLR
$8.4B
| $37.4M | 0.06% |
205,316
-18,495
|
|
||
210
US Foods
USFD
$19.9B
| $37.4M | 0.06% |
496,186
-30,908
|
|
||
211
DraftKings
DKNG
$12.4B
| $36.8M | 0.06% |
1,066,582
-558,852
|
|
||
212
HubSpot
HUBS
$15.1B
| $36.1M | 0.06% |
90,060
-37,757
|
|
||
213
iShares Core S&P Mid-Cap ETF
IJH
$108B
| $36.1M | 0.06% |
547,485
+36,056
|
|
||
214
Curtiss-Wright
CW
$25.1B
| $36M | 0.06% |
65,237
-4,028
|
|
||
215
Lowe's Companies
LOW
$141B
| $35.7M | 0.06% |
148,224
-9,340
|
|
||
216
Planet Fitness
PLNT
$6.27B
| $35.1M | 0.06% |
323,740
+49,801
|
|
||
217
Coca-Cola
KO
$335B
| $34.6M | 0.06% |
495,541
+5,620
|
|
||
218
Emcor
EME
$31.4B
| $34.6M | 0.06% |
56,513
+9,455
|
|
||
219
Vanguard Mid-Cap Value ETF
VOE
$21.4B
| $34.3M | 0.06% |
193,521
+163,771
|
|
||
220
Invesco Senior Loan ETF
BKLN
$6.42B
| $34.3M | 0.06% |
1,631,695
+86,202
|
|
||
221
Illinois Tool Works
ITW
$79.9B
| $34.2M | 0.06% |
138,997
-1,090
|
|
||
222
Ecolab
ECL
$79.7B
| $33.7M | 0.06% |
128,517
-319
|
|
||
223
iShares MSCI Emerging Markets ETF
EEM
$27.6B
| $33.6M | 0.06% |
614,394
+48,938
|
|
||
224
Capital Group Dividend Value ETF
CGDV
$30.1B
| $33.4M | 0.06% |
765,786
+657,702
|
|
||
225
Ulta Beauty
ULTA
$28.7B
| $32.6M | 0.06% |
53,863
-3,581
|
|