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
$58.4B
AUM Growth
+$2.43B
(+4.3%)
Holding
3,361
Top Buys
| 1 | +$229M | |
| 2 | +$182M | |
| 3 | +$180M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$133M |
| 5 |
Mondelez International
MDLZ
|
+$119M |
Top Sells
| 1 | +$314M | |
| 2 | +$233M | |
| 3 | +$194M | |
| 4 |
Salesforce
CRM
|
+$194M |
| 5 |
Brown & Brown
BRO
|
+$132M |
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 | |
|---|---|---|---|---|---|---|
201
Cadence Design Systems
CDNS
$82.2B
| $44.2M | 0.08% |
125,719
-1,611
|
|
||
202
Guidewire Software
GWRE
$13.9B
| $43.5M | 0.07% |
189,033
+9,747
|
|
||
203
DT Midstream
DTM
$14.2B
| $43.3M | 0.07% |
383,225
+215
|
|
||
204
Tradeweb Markets
TW
$26.9B
| $43M | 0.07% |
387,017
-8,902
|
|
||
205
Corpay
CPAY
$22.2B
| $42.6M | 0.07% |
147,886
-3,741
|
|
||
206
InterContinental Hotels
IHG
$19.9B
| $42.5M | 0.07% |
350,648
+16,278
|
|
||
207
BHP
BHP
$185B
| $42.2M | 0.07% |
757,688
+33,337
|
|
||
208
US Foods
USFD
$20B
| $40.4M | 0.07% |
527,094
-12,533
|
|
||
209
Lowe's Companies
LOW
$140B
| $39.6M | 0.07% |
157,564
+28,914
|
|
||
210
NRG Energy
NRG
$33.4B
| $39.6M | 0.07% |
244,383
+153,239
|
|
||
211
Ameren
AEE
$30.7B
| $39.4M | 0.07% |
377,905
-55,419
|
|
||
212
Icon
ICLR
$8.4B
| $39.2M | 0.07% |
223,811
+9,221
|
|
||
213
3M
MMM
$79.9B
| $38.4M | 0.07% |
247,439
+133
|
|
||
214
Marvell Technology
MRVL
$80.9B
| $38.1M | 0.07% |
453,589
-13,170
|
|
||
215
monday.com
MNDY
$4.18B
| $37.9M | 0.06% |
195,551
-243,322
|
|
||
216
iShares Russell 1000 Value ETF
IWD
$68.8B
| $37.6M | 0.06% |
184,923
+1,271
|
|
||
217
Curtiss-Wright
CW
$26B
| $37.6M | 0.06% |
69,265
-1,429
|
|
||
218
Chipotle Mexican Grill
CMG
$46B
| $37.4M | 0.06% |
954,366
-2,442,174
|
|
||
219
Evergy
EVRG
$19.1B
| $36.6M | 0.06% |
481,685
-68,935
|
|
||
220
Illinois Tool Works
ITW
$79.7B
| $36.5M | 0.06% |
140,087
-2,572
|
|
||
221
ALPS Clean Energy ETF
ACES
$108M
| $36.4M | 0.06% |
1,139,622
+24,792
|
|
||
222
Ecolab
ECL
$79.5B
| $35.3M | 0.06% |
128,836
-1,270
|
|
||
223
Intuit
INTU
$131B
| $34.3M | 0.06% |
50,187
+18,515
|
|
||
224
Copart
CPRT
$36.2B
| $34.3M | 0.06% |
762,101
-23,462
|
|
||
225
iShares Core S&P Mid-Cap ETF
IJH
$108B
| $33.4M | 0.06% |
511,429
-10,805
|
|