Atlantic Trust
Latest statistics and disclosures from CIBC Private Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AMZN, AAPL, ODFL, GOOGL, and represent 18.50% of CIBC Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: ODFL (+$1.2B), NVDA (+$861M), MCD (+$291M), META (+$199M), EW (+$158M), ZTS (+$126M), FTAI (+$111M), ULTA (+$108M), DELL (+$75M), VB (+$75M).
- Started 2023 new stock positions in SPR, G, VNM, PAUG, LSXMA, APP, SFNC, HYD, KBH, ICUI.
- Reduced shares in these 10 stocks: COST (-$290M), MSFT (-$176M), DG (-$169M), RTX (-$133M), AAPL (-$126M), V (-$107M), ROP (-$99M), CRM (-$97M), TJX (-$96M), AVB (-$93M).
- Sold out of its positions in ACP, Activision Blizzard, ADUS, ALDX, BIRD, Alteryx, Alteryx, AROC, Chico's FAS, Cooper Companies.
- CIBC Private Wealth Group was a net buyer of stock by $1.1B.
- CIBC Private Wealth Group has $51B in assets under management (AUM), dropping by 20.81%.
- Central Index Key (CIK): 0001298088
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Portfolio Holdings for CIBC Private Wealth Group
CIBC Private Wealth Group holds 3065 positions in its portfolio as reported in the March 2024 quarterly 13F filing
CIBC Private Wealth Group has 3065 total positions. Only the first 250 positions are shown.
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- Download the CIBC Private Wealth Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.6 | $2.9B | -5% | 6.8M | 424.57 |
|
| Amazon (AMZN) | 4.0 | $2.0B | 11M | 180.97 |
|
|
| Apple (AAPL) | 3.4 | $1.7B | -6% | 10M | 170.03 |
|
| Old Dominion Freight Line (ODFL) | 3.1 | $1.6B | +252% | 7.4M | 218.12 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $1.2B | -6% | 7.6M | 155.49 |
|
| NVIDIA Corporation (NVDA) | 2.3 | $1.2B | +265% | 1.3M | 903.63 |
|
| Visa Com Cl A (V) | 1.8 | $916M | -10% | 3.3M | 278.28 |
|
| UnitedHealth (UNH) | 1.5 | $750M | +3% | 1.5M | 489.70 |
|
| Alphabet CL C (GOOG) | 1.4 | $732M | -11% | 4.7M | 156.50 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.4 | $711M | -8% | 5.4M | 131.03 |
|
| Home Depot (HD) | 1.2 | $628M | -11% | 1.7M | 368.03 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $627M | -3% | 3.2M | 198.94 |
|
| AstraZeneca Adr (AZN) | 1.2 | $625M | -2% | 9.3M | 67.25 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $573M | 753k | 760.55 |
|
|
| Danaher Corporation (DHR) | 1.1 | $564M | -4% | 2.3M | 247.79 |
|
| Abbott Laboratories (ABT) | 1.1 | $547M | -2% | 4.9M | 112.09 |
|
| Nextera Energy (NEE) | 1.0 | $522M | -2% | 8.2M | 63.38 |
|
| Martin Marietta Materials (MLM) | 1.0 | $514M | -3% | 851k | 604.42 |
|
| S&p Global (SPGI) | 1.0 | $511M | -15% | 1.2M | 427.09 |
|
| salesforce (CRM) | 1.0 | $505M | -16% | 1.7M | 302.26 |
|
| Roper Industries (ROP) | 0.9 | $470M | -17% | 849k | 553.62 |
|
| Linde SHS (LIN) | 0.9 | $467M | -5% | 1.0M | 463.40 |
|
| Honeywell International (HON) | 0.9 | $449M | -4% | 2.2M | 202.01 |
|
| Cisco Systems (CSCO) | 0.9 | $440M | 8.8M | 50.04 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $426M | +87% | 866k | 491.35 |
|
| Pepsi (PEP) | 0.8 | $419M | +15% | 2.4M | 172.98 |
|
| Pioneer Natural Resources (PXD) | 0.8 | $413M | -5% | 1.6M | 263.96 |
|
| Union Pacific Corporation (UNP) | 0.8 | $405M | -4% | 1.7M | 243.30 |
|
| Cme (CME) | 0.8 | $390M | +22% | 1.8M | 212.02 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $367M | -3% | 635k | 577.45 |
|
| Qualcomm (QCOM) | 0.7 | $367M | -4% | 2.1M | 171.72 |
|
| Metropcs Communications (TMUS) | 0.7 | $357M | -5% | 2.2M | 162.67 |
|
| TE Connectivity SHS (TEL) | 0.7 | $351M | +19% | 2.4M | 143.96 |
|
| Fiserv (FI) | 0.7 | $347M | -4% | 2.2M | 158.57 |
|
| Intercontinental Exchange (ICE) | 0.7 | $346M | -4% | 2.5M | 137.03 |
|
| Mastercard Cl A (MA) | 0.7 | $345M | 720k | 478.40 |
|
|
| Walt Disney Company (DIS) | 0.7 | $340M | -9% | 2.8M | 121.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $339M | -14% | 675k | 502.09 |
|
| American Tower Reit (AMT) | 0.7 | $338M | +2% | 1.8M | 193.01 |
|
| Jack Henry & Associates (JKHY) | 0.6 | $331M | 1.9M | 170.46 |
|
|
| McDonald's Corporation (MCD) | 0.6 | $325M | +856% | 1.2M | 280.22 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $325M | -29% | 3.3M | 97.76 |
|
| Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.6 | $322M | +8% | 671k | 480.07 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $316M | -5% | 3.2M | 98.57 |
|
| Analog Devices (ADI) | 0.6 | $308M | -4% | 1.6M | 196.60 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $304M | +10% | 1.2M | 248.24 |
|
| Barclays Bank Plc Ipath Selct M Etn (ATMP) | 0.6 | $301M | +7% | 13M | 24.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $299M | +33% | 1.3M | 226.63 |
|
| TJX Companies (TJX) | 0.6 | $293M | -24% | 2.9M | 99.70 |
|
| Chevron Corporation (CVX) | 0.6 | $288M | -3% | 1.8M | 159.08 |
|
| Enterprise Products Partners (EPD) | 0.6 | $286M | -9% | 9.7M | 29.37 |
|
| ConocoPhillips (COP) | 0.6 | $284M | -4% | 2.2M | 128.68 |
|
| Stryker Corporation (SYK) | 0.5 | $279M | -3% | 788k | 354.67 |
|
| Iqvia Holdings (IQV) | 0.5 | $275M | -5% | 1.1M | 248.87 |
|
| Edwards Lifesciences (EW) | 0.5 | $267M | +144% | 2.8M | 94.25 |
|
| Ares Management Corp Com Cl A (ARES) | 0.5 | $250M | 1.9M | 132.39 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $246M | +19% | 730k | 336.85 |
|
| Cheniere Energy In Com New (LNG) | 0.5 | $242M | +3% | 1.5M | 159.33 |
|
| Fidelity National Information Services (FIS) | 0.5 | $241M | +40% | 3.3M | 72.75 |
|
| Zoetis Cl A (ZTS) | 0.5 | $235M | +116% | 1.4M | 167.02 |
|
| Vici Pptys (VICI) | 0.5 | $233M | -10% | 7.9M | 29.60 |
|
| BlackRock (BLK) | 0.5 | $233M | -5% | 281k | 826.77 |
|
| US Bancorp Com New (USB) | 0.5 | $232M | -5% | 5.3M | 43.95 |
|
| Automatic Data Processing (ADP) | 0.4 | $227M | -3% | 925k | 245.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $227M | 432k | 524.88 |
|
|
| Prologis (PLD) | 0.4 | $221M | -21% | 1.7M | 127.92 |
|
| Mondelez International Cl A (MDLZ) | 0.4 | $214M | -4% | 3.1M | 69.76 |
|
| Chipotle Mexican Grill (CMG) | 0.4 | $214M | 74k | 2877.00 |
|
|
| Anthem (ELV) | 0.4 | $213M | -4% | 413k | 516.00 |
|
| FTAI Aviation SHS (FTAI) | 0.4 | $213M | +109% | 3.1M | 67.79 |
|
| TransDigm Group Incorporated (TDG) | 0.4 | $209M | +43% | 172k | 1213.94 |
|
| Energy Transfer Equity (ET) | 0.4 | $205M | -2% | 13M | 15.69 |
|
| PNC Financial Services (PNC) | 0.4 | $204M | -5% | 1.3M | 159.94 |
|
| Palo Alto Networks (PANW) | 0.4 | $200M | -30% | 717k | 279.42 |
|
| Cintas Corporation (CTAS) | 0.4 | $197M | 289k | 680.54 |
|
|
| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.4 | $193M | +3% | 2.3M | 83.54 |
|
| J P Morgan Exchange Traded F Equity Premium Etf (JEPI) | 0.4 | $192M | +12% | 3.4M | 57.27 |
|
| Microchip Technology (MCHP) | 0.4 | $179M | -25% | 2.0M | 89.74 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $176M | 445k | 394.87 |
|
|
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.3 | $172M | -16% | 6.0M | 28.43 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $168M | 1.5M | 114.05 |
|
|
| Entegris (ENTG) | 0.3 | $163M | +9% | 1.2M | 140.62 |
|
| Oneok (OKE) | 0.3 | $161M | -17% | 2.0M | 79.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $161M | -10% | 992k | 162.22 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $159M | +210% | 301k | 529.01 |
|
| Workday Cl A (WDAY) | 0.3 | $158M | +12% | 581k | 272.44 |
|
| Berkshire Hathaway Cl B New (BRK.B) | 0.3 | $153M | 365k | 420.20 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $152M | -6% | 451k | 338.16 |
|
| Ameriprise Financial (AMP) | 0.3 | $152M | +65% | 349k | 434.83 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO) | 0.3 | $151M | -3% | 3.6M | 41.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt Etf (VEA) | 0.3 | $151M | +3% | 3.0M | 49.97 |
|
| Abbvie (ABBV) | 0.3 | $150M | 830k | 180.76 |
|
|
| Icon SHS (ICLR) | 0.3 | $149M | -34% | 450k | 331.73 |
|
| Merck & Co (MRK) | 0.3 | $149M | +2% | 1.1M | 130.99 |
|
| Howmet Aerospace (HWM) | 0.3 | $141M | +24% | 2.1M | 66.11 |
|
| MercadoLibre (MELI) | 0.3 | $133M | -4% | 87k | 1528.95 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $132M | +13% | 631k | 208.32 |
|
| Broadcom (AVGO) | 0.3 | $129M | +42% | 95k | 1350.26 |
|
| L3harris Technologies (LHX) | 0.2 | $125M | 599k | 208.56 |
|
|
| Gartner (IT) | 0.2 | $125M | +29% | 261k | 477.44 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $124M | -29% | 1.7M | 72.37 |
|
| Equinix (EQIX) | 0.2 | $122M | 152k | 800.05 |
|
|
| Brown & Brown (BRO) | 0.2 | $120M | 1.4M | 86.32 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.2 | $119M | +7% | 228k | 522.16 |
|
| Accenture Com Cl A (ACN) | 0.2 | $116M | +24% | 343k | 339.17 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $115M | +13% | 2.8M | 41.32 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $114M | +8% | 397k | 287.40 |
|
| Advanced Micro Devices (AMD) | 0.2 | $114M | +7% | 622k | 183.34 |
|
| Asml Holding Nv N Y Registry Shs (ASML) | 0.2 | $114M | 114k | 992.95 |
|
|
| Dick's Sporting Goods (DKS) | 0.2 | $113M | -7% | 510k | 221.85 |
|
| Johnson & Johnson (JNJ) | 0.2 | $112M | 712k | 157.78 |
|
|
| Global X Fds Us Infr Dev Etf Etf (PAVE) | 0.2 | $112M | +22% | 2.8M | 39.51 |
|
| Alps Etf Tr Clean Energy Etf (ACES) | 0.2 | $107M | -32% | 3.6M | 29.47 |
|
| Intuit (INTU) | 0.2 | $104M | +31% | 163k | 639.84 |
|
| Targa Res Corp (TRGP) | 0.2 | $104M | -22% | 926k | 112.23 |
|
| Wec Energy Group (WEC) | 0.2 | $104M | -11% | 1.3M | 81.56 |
|
| Brookfield Corp Cl A (BN) | 0.2 | $103M | -2% | 2.5M | 41.19 |
|
| CoStar (CSGP) | 0.2 | $101M | -13% | 1.1M | 94.52 |
|
| Crowdstrike Holdings Cl A (CRWD) | 0.2 | $100M | -17% | 313k | 319.59 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $98M | -74% | 136k | 721.24 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $98M | 147k | 668.48 |
|
|
| Alcon Ord Shs (ALC) | 0.2 | $95M | +51% | 1.2M | 82.39 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $95M | 1.2M | 79.52 |
|
|
| Broadridge Financial Solutions (BR) | 0.2 | $94M | -2% | 463k | 203.23 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $93M | 175k | 532.41 |
|
|
| Elf Beauty (ELF) | 0.2 | $91M | +38% | 475k | 191.97 |
|
| International Business Machines (IBM) | 0.2 | $90M | +3% | 474k | 189.83 |
|
| Ishares Gold Trust Etf (IAU) | 0.2 | $89M | +13% | 2.1M | 42.46 |
|
| Cadence Design Systems (CDNS) | 0.2 | $84M | 270k | 312.13 |
|
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| Iron Mountain (IRM) | 0.2 | $84M | -4% | 1.1M | 79.54 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $83M | 150k | 551.01 |
|
|
| Kinsale Cap Group (KNSL) | 0.2 | $81M | -29% | 159k | 512.65 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $80M | 702k | 113.43 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $79M | -9% | 1.9M | 42.28 |
|
| Ubs Ag London Branch Etracs Aler M Etf (MLPB) | 0.2 | $78M | +11% | 3.2M | 24.15 |
|
| Dell Technologies CL C (DELL) | 0.1 | $75M | +18631% | 630k | 119.64 |
|
| Hubspot (HUBS) | 0.1 | $74M | -5% | 116k | 636.85 |
|
| Procter & Gamble Company (PG) | 0.1 | $73M | +2% | 453k | 160.58 |
|
| Amgen (AMGN) | 0.1 | $71M | 249k | 283.04 |
|
|
| AmerisourceBergen (COR) | 0.1 | $70M | 290k | 243.00 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $70M | +184% | 677k | 103.29 |
|
| Brookfield Renewable Corp Cl A (BEPC) | 0.1 | $69M | -14% | 2.8M | 24.55 |
|
| Servicenow (NOW) | 0.1 | $69M | +146% | 90k | 768.38 |
|
| AutoZone (AZO) | 0.1 | $68M | 22k | 3168.60 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $67M | +40% | 155k | 433.02 |
|
| Arista Networks (ANET) | 0.1 | $67M | +1342% | 224k | 299.75 |
|
| Datadog Cl A Com (DDOG) | 0.1 | $67M | -9% | 541k | 123.15 |
|
| Dex (DXCM) | 0.1 | $65M | +5299% | 474k | 137.94 |
|
| Globant S A (GLOB) | 0.1 | $65M | +31% | 321k | 201.70 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $64M | 548k | 116.99 |
|
|
| United Rentals (URI) | 0.1 | $64M | +35% | 90k | 710.15 |
|
| Ross Stores (ROST) | 0.1 | $63M | 433k | 145.09 |
|
|
| Plains All American Pipeline L Unit Ltd Partn (PAA) | 0.1 | $62M | -4% | 3.5M | 17.70 |
|
| Copart (CPRT) | 0.1 | $61M | +25% | 1.1M | 58.07 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $59M | -48% | 343k | 173.17 |
|
| Tractor Supply Company (TSCO) | 0.1 | $58M | 226k | 258.24 |
|
|
| Netflix (NFLX) | 0.1 | $58M | +130% | 95k | 614.31 |
|
| TSMC Sponsored Ads (TSM) | 0.1 | $57M | +2% | 399k | 141.49 |
|
| Veeva Systems Cl A Com (VEEV) | 0.1 | $56M | +2% | 245k | 230.39 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $56M | NEW | 635k | 87.54 |
|
| Shell Spon Ads (SHEL) | 0.1 | $55M | +33% | 811k | 67.92 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $54M | -28% | 796k | 68.10 |
|
| Vanguard Index Fds Total Stk Mkt Etf (VTI) | 0.1 | $54M | +10% | 208k | 259.70 |
|
| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.1 | $54M | +32% | 121k | 444.95 |
|
| Align Technology (ALGN) | 0.1 | $54M | 169k | 319.65 |
|
|
| Hubbell (HUBB) | 0.1 | $54M | 129k | 416.80 |
|
|
| Corpay | 0.1 | $54M | NEW | 175k | 305.90 |
|
| Trade Desk Inc/The Com Cl A (TTD) | 0.1 | $53M | 609k | 87.31 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $53M | +217% | 884k | 60.00 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $53M | +3% | 940k | 56.23 |
|
| Brookfield Infrastructure (BIPC) | 0.1 | $52M | +3% | 1.5M | 35.65 |
|
| Oracle Corporation (ORCL) | 0.1 | $51M | +7% | 406k | 125.48 |
|
| Marriott International Cl A (MAR) | 0.1 | $51M | 202k | 251.33 |
|
|
| Cardinal Health (CAH) | 0.1 | $51M | +1910% | 451k | 112.06 |
|
| Banco Santander SA Adr (SAN) | 0.1 | $50M | +4% | 11M | 4.80 |
|
| Check Point Software Technolog Ord (CHKP) | 0.1 | $50M | +4% | 301k | 164.28 |
|
| Goldman Sachs (GS) | 0.1 | $49M | -52% | 119k | 413.51 |
|
| Live Nation Entertainment (LYV) | 0.1 | $49M | -23% | 472k | 104.22 |
|
| American Express Company (AXP) | 0.1 | $49M | +4% | 215k | 227.61 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $49M | +4% | 201k | 242.15 |
|
| Chubb (CB) | 0.1 | $49M | -21% | 189k | 257.40 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $49M | +31% | 545k | 89.06 |
|
| Ametek (AME) | 0.1 | $48M | 266k | 180.46 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $48M | +2% | 496k | 95.87 |
|
| Ingersoll Rand (IR) | 0.1 | $47M | +3% | 496k | 93.62 |
|
| IDEX Corporation (IEX) | 0.1 | $45M | 189k | 240.87 |
|
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| Lowe's Companies (LOW) | 0.1 | $45M | +6% | 181k | 249.28 |
|
| Illinois Tool Works (ITW) | 0.1 | $44M | +2% | 165k | 265.23 |
|
| Tradeweb Markets Cl A (TW) | 0.1 | $43M | +30% | 418k | 103.54 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $41M | +2% | 648k | 63.61 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $41M | -11% | 997k | 41.15 |
|
| Ishares Tr Core Us Aggbd Et Etf (AGG) | 0.1 | $41M | +429% | 422k | 96.94 |
|
| Canadian Natl Ry (CNI) | 0.1 | $41M | +2% | 310k | 131.52 |
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| Charles River Laboratories (CRL) | 0.1 | $40M | 149k | 268.73 |
|
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| Diamondback Energy (FANG) | 0.1 | $40M | +3% | 199k | 199.45 |
|
| Pfizer (PFE) | 0.1 | $39M | -63% | 1.4M | 27.72 |
|
| Medtronic SHS (MDT) | 0.1 | $39M | -10% | 448k | 87.02 |
|
| Coca-Cola Company (KO) | 0.1 | $39M | -2% | 637k | 60.68 |
|
| Waste Connections (WCN) | 0.1 | $39M | +2% | 226k | 170.38 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $38M | +2% | 705k | 54.18 |
|
| Robert Half International (RHI) | 0.1 | $38M | -7% | 487k | 78.18 |
|
| Monster Beverage Corp (MNST) | 0.1 | $37M | 644k | 57.74 |
|
|
| Yum China Holdings (YUMC) | 0.1 | $37M | 924k | 40.19 |
|
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| Marvell Technology (MRVL) | 0.1 | $36M | +29% | 497k | 73.20 |
|
| Williams Companies (WMB) | 0.1 | $36M | -41% | 928k | 38.87 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $35M | +8% | 324k | 109.39 |
|
| Msci (MSCI) | 0.1 | $35M | -28% | 62k | 554.83 |
|
| Western Midstream Partners Com Unit Lp Int (WES) | 0.1 | $34M | -41% | 956k | 35.58 |
|
| Keysight Technologies (KEYS) | 0.1 | $34M | 217k | 155.00 |
|
|
| Aon Com Cl A (AON) | 0.1 | $33M | -11% | 101k | 329.59 |
|
| Fomento Economico Mexicano SAB Spon Adr Units (FMX) | 0.1 | $33M | +4% | 255k | 129.65 |
|
| Alibaba Group Holding Sponsored Ads (BABA) | 0.1 | $33M | 446k | 73.37 |
|
|
| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.1 | $32M | +462% | 535k | 60.37 |
|
| Transunion (TRU) | 0.1 | $32M | +21% | 407k | 79.10 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $32M | +35% | 216k | 147.82 |
|
| Masco Corporation (MAS) | 0.1 | $32M | +2% | 411k | 77.69 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $32M | +3% | 12M | 2.57 |
|
| Ecolab (ECL) | 0.1 | $32M | 138k | 227.93 |
|
|
| Five Below (FIVE) | 0.1 | $31M | 176k | 178.88 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $31M | +3% | 539k | 58.35 |
|
| PerkinElmer (RVTY) | 0.1 | $31M | +29% | 303k | 103.27 |
|
| InterContinental Hotels Group Sponsored Ads (IHG) | 0.1 | $31M | -33% | 296k | 104.94 |
|
| Zscaler Incorporated (ZS) | 0.1 | $31M | +10259% | 161k | 192.13 |
|
| NetScout Systems (NTCT) | 0.1 | $31M | 1.4M | 21.81 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $31M | NEW | 872k | 35.32 |
|
| Regal-beloit Corporation (RRX) | 0.1 | $30M | 173k | 176.01 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $30M | -9% | 331k | 91.53 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $30M | 167k | 178.24 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $30M | -61% | 203k | 145.56 |
|
| Vanguard Index Fds Sml Cp Grw Etf Etf (VBK) | 0.1 | $30M | +23% | 114k | 258.31 |
|
| Domino's Pizza (DPZ) | 0.1 | $29M | 59k | 493.92 |
|
|
| SBA Communications Corp Cl A (SBAC) | 0.1 | $29M | -32% | 134k | 213.92 |
|
| Morgan Stanley Com New (MS) | 0.1 | $28M | -65% | 296k | 93.53 |
|
| Sitio Royalties Corp Cl A Com (STR) | 0.1 | $28M | -29% | 1.1M | 24.85 |
|
| SYSCO Corporation (SYY) | 0.1 | $27M | +498% | 335k | 80.57 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $27M | 174k | 153.33 |
|
|
| Floor & Decor Holdings Cl A (FND) | 0.1 | $27M | -19% | 210k | 126.69 |
|
| Brookfield Renewable Partners Partnership Unit (BEP) | 0.1 | $27M | -29% | 1.1M | 23.12 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $26M | +583% | 275k | 96.07 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $26M | 306k | 86.17 |
|
|
| Avantor (AVTR) | 0.1 | $26M | 1.0M | 25.24 |
|
|
| DT Midstream Common Stock (DTM) | 0.1 | $26M | -3% | 422k | 61.20 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $25M | +28% | 236k | 107.47 |
|
| Cigna Corp (CI) | 0.0 | $25M | 69k | 364.08 |
|
|
| Humana (HUM) | 0.0 | $25M | 70k | 351.45 |
|
|
| Berry Plastics (BERY) | 0.0 | $24M | 398k | 60.62 |
|
|
| Utd Parcel Serv CL B (UPS) | 0.0 | $24M | +2% | 162k | 147.62 |
|
| Uber Technologies (UBER) | 0.0 | $24M | +3314% | 312k | 76.40 |
|
| Ansys (ANSS) | 0.0 | $23M | -49% | 67k | 347.48 |
|
| Treace Med Concepts (TMCI) | 0.0 | $23M | +34% | 1.9M | 12.50 |
|
Past Filings by CIBC Private Wealth Group
SEC 13F filings are viewable for CIBC Private Wealth Group going back to 2014
- CIBC Private Wealth Group 2024 Q1 filed May 10, 2024
- CIBC Private Wealth Group 2023 Q1 amended filed Nov. 21, 2023
- CIBC Private Wealth Group 2023 Q2 amended filed Nov. 21, 2023
- CIBC Private Wealth Group 2023 Q3 filed Nov. 13, 2023
- CIBC Private Wealth Group 2023 Q2 filed Aug. 10, 2023
- CIBC Private Wealth Group 2022 Q4 restated filed June 1, 2023
- CIBC Private Wealth Group 2023 Q1 filed May 12, 2023
- CIBC Private Wealth Group 2022 Q4 restated filed Feb. 14, 2023
- CIBC Private Wealth Group 2022 Q4 filed Feb. 13, 2023
- CIBC Private Wealth Group 2022 Q3 filed Nov. 15, 2022
- CIBC Private Wealth Group 2022 Q2 filed Aug. 3, 2022
- CIBC Private Wealth Group 2022 Q1 filed May 16, 2022
- CIBC Private Wealth Group 2021 Q4 restated filed April 4, 2022
- CIBC Private Wealth Group 2021 Q4 filed Feb. 8, 2022
- CIBC Private Wealth Group 2021 Q3 filed Nov. 12, 2021
- CIBC Private Wealth Group 2021 Q2 filed Aug. 16, 2021