$53.32Billion– No. of Holdings #3132
CIBC Private Wealth Group, LLC has about 26.3% of it's holdings in Technology sector.
Sector | % |
---|---|
Technology | 26.3 |
Others | 15.1 |
Financial Services | 10.5 |
Industrials | 9.9 |
Healthcare | 9.7 |
Consumer Cyclical | 9 |
Communication Services | 6.8 |
Energy | 4.7 |
Consumer Defensive | 2.4 |
Real Estate | 2.1 |
Basic Materials | 1.8 |
Utilities | 1.6 |
CIBC Private Wealth Group, LLC has about 83.4% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
LARGE-CAP | 44.4 |
MEGA-CAP | 39 |
UNALLOCATED | 15 |
MID-CAP | 1.5 |
About 78.8% of the stocks held by CIBC Private Wealth Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 77.3 |
Others | 21.2 |
RUSSELL 2000 | 1.5 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
CIBC Private Wealth Group, LLC has 3132 stocks in it's portfolio. About 29.9% of the portfolio is in top 10 stocks. ODFL proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for CIBC Private Wealth Group, LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 4.85 | 11,350,200 | 2,585,800,000 | added | 11.7 | ||
AAXJ | ishares tr intrm gov cr | 0.13 | 658,283 | 68,507,500 | reduced | -2.81 | ||
AAXJ | ishares tr msci ac asia | 0.11 | 810,888 | 59,762,400 | added | 1.92 | ||
AAXJ | ishares tr mbs | 0.03 | 165,896 | 15,295,600 | added | 6.97 | ||
AAXJ | ishares tr ishs 5-10yr invt | 0.02 | 226,612 | 11,697,700 | reduced | -8.16 | ||
AAXJ | ishares tr shrt nat mun | 0.02 | 107,405 | 11,241,000 | reduced | -5.86 | ||
AAXJ | ishares tr national mun | 0.02 | 104,910 | 11,228,500 | reduced | -22.57 | ||
AAXJ | ishares tr ishs 1-5yr invs | 0.02 | 193,885 | 9,952,120 | reduced | -8.52 | ||
AAXJ | ishares tr iboxx hi yd | 0.01 | 94,842 | 7,341,720 | reduced | -12.16 | ||
AAXJ | ishares tr pfd and incm sec | 0.01 | 199,708 | 6,308,790 | reduced | -11.9 | ||
AAXJ | ishares tr glb infrastr | 0.01 | 84,421 | 4,108,770 | added | 2,393 | ||
ABBV | abbvie inc | 0.26 | 822,845 | 137,020,000 | reduced | -0.91 | ||
ABC | cencora inc | 0.13 | 317,267 | 70,969,500 | added | 9.47 | ||
ABNB | airbnb inc | 0.01 | 52,035 | 7,907,240 | reduced | -14.01 | ||
ABT | abbott laboratories | 0.92 | 4,802,580 | 490,439,000 | reduced | -1.49 | ||
ACEL | accel entertainment inc | 0.01 | 629,575 | 6,314,640 | reduced | -0.38 | ||
ACES | alps clean energy | 0.18 | 3,268,630 | 96,195,800 | reduced | -10.2 | ||
ACN | accenture plc | 0.14 | 240,594 | 72,050,800 | reduced | -29.91 | ||
ACVA | acv auctions inc | 0.01 | 182,825 | 3,268,910 | reduced | -1.38 | ||
ADBE | adobe inc | 0.96 | 893,071 | 513,873,000 | added | 32.31 | ||