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 | |
|---|---|---|---|---|---|---|
201
Sony
SONY
$164B
| $43.7M | 0.08% |
1,680,684
+57,967
|
|
||
202
Trip.com Group
TCOM
$45.7B
| $42.6M | 0.08% |
726,005
+26,491
|
|
||
203
Guidewire Software
GWRE
$17.1B
| $42.2M | 0.08% |
179,286
+178,660
|
|
||
204
DT Midstream
DTM
$12.3B
| $42.1M | 0.08% |
383,010
-152,844
|
|
||
205
Ameren
AEE
$26.9B
| $41.6M | 0.07% |
433,324
+108,000
|
|
||
206
US Foods
USFD
$16.7B
| $41.6M | 0.07% |
539,627
-150,084
|
|
||
207
Morgan Stanley
MS
$282B
| $41.5M | 0.07% |
294,909
-524
|
|
||
208
Mizuho Financial
MFG
$90.3B
| $41.3M | 0.07% |
7,420,346
+7,418,588
|
|
||
209
iShares Core US Aggregate Bond ETF
AGG
$134B
| $40.6M | 0.07% |
409,417
-1,660
|
|
||
210
Fomento Económico Mexicano
FMX
$34.8B
| $40.5M | 0.07% |
393,329
+14,873
|
|
||
211
Hess Midstream
HESM
$4.45B
| $39.9M | 0.07% |
1,037,283
+680,919
|
|
||
212
Cadence Design Systems
CDNS
$92.5B
| $39.2M | 0.07% |
127,330
-87,721
|
|
||
213
InterContinental Hotels
IHG
$19.9B
| $38.6M | 0.07% |
334,370
+12,409
|
|
||
214
Copart
CPRT
$37.2B
| $38.5M | 0.07% |
785,563
-22,361
|
|
||
215
Evergy
EVRG
$16.9B
| $38M | 0.07% |
550,620
+73,069
|
|
||
216
3M
MMM
$87.1B
| $37.6M | 0.07% |
247,306
-28,447
|
|
||
217
Canadian Pacific Kansas City
CP
$67.8B
| $36.8M | 0.07% |
463,616
+416,994
|
|
||
|
STR
218
DELISTED
Sitio Royalties
STR
| $36.4M | 0.06% |
1,978,245
+859,102
|
|
||
219
Marvell Technology
MRVL
$76.1B
| $36.1M | 0.06% |
466,759
-70,932
|
|
||
220
EQT Corp
EQT
$37B
| $36M | 0.06% |
617,882
-53,360
|
|
||
221
First Solar
FSLR
$27.4B
| $35.9M | 0.06% |
217,029
+106,495
|
|
||
222
iShares Russell 1000 Value ETF
IWD
$67.7B
| $35.7M | 0.06% |
183,652
+4,732
|
|
||
223
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
| $35.4M | 0.06% |
333,263
+121,760
|
|
||
224
Illinois Tool Works
ITW
$72.3B
| $35.3M | 0.06% |
142,659
+199
|
|
||
225
Ecolab
ECL
$73.2B
| $35.1M | 0.06% |
130,106
-1,342
|
|