Atlantic Trust

Latest statistics and disclosures from CIBC Private Wealth Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for CIBC Private Wealth Group

CIBC Private Wealth Group holds 1077 positions in its portfolio as reported in the September 2023 quarterly 13F filing

CIBC Private Wealth Group has 1077 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.4 $2.3B -5% 7.2M 315.75
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Apple (AAPL) 4.4 $1.9B -7% 11M 171.21
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Amazon (AMZN) 3.4 $1.4B -3% 11M 127.12
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Alphabet Inc Cap Stk Cl A Cl A (GOOGL) 2.5 $1.1B -2% 8.2M 130.86
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Old Dominion Freight Line (ODFL) 2.0 $855M +47% 2.1M 409.14
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Visa Inc Com Cl A Cl A (V) 2.0 $845M -3% 3.7M 230.01
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UnitedHealth (UNH) 1.8 $746M -2% 1.5M 504.19
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Alphabet Inc Cap Stk Cl C CL C (GOOG) 1.6 $694M -4% 5.3M 131.85
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Astrazeneca Adr (AZN) 1.5 $646M -4% 9.5M 67.72
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Blackstone Group Inc Com Cl A (BX) 1.5 $637M -5% 5.9M 107.14
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Danaher Corporation (DHR) 1.4 $589M +10% 2.4M 248.10
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Home Depot (HD) 1.4 $580M -3% 1.9M 302.16
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S&p Global (SPGI) 1.2 $516M 1.4M 365.41
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Roper Industries (ROP) 1.2 $497M -3% 1.0M 484.28
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Abbott Laboratories (ABT) 1.1 $485M -4% 5.0M 96.85
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Nextera Energy (NEE) 1.1 $483M -5% 8.4M 57.29
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Cisco Systems (CSCO) 1.1 $480M -2% 8.9M 53.76
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JPMorgan Chase & Co. (JPM) 1.1 $473M -3% 3.3M 145.02
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Honeywell International (HON) 1.0 $431M -2% 2.3M 184.74
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salesforce (CRM) 1.0 $404M -2% 2.0M 202.78
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Eli Lilly & Co. (LLY) 1.0 $404M -8% 751k 537.13
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Adobe Systems Incorporated (ADBE) 1.0 $403M -3% 791k 509.90
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Linde (LIN) 0.9 $395M -3% 1.1M 372.35
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Pioneer Natural Resources (PXD) 0.9 $381M -5% 1.7M 229.55
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Martin Marietta Materials (MLM) 0.9 $361M -16% 879k 410.48
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Pepsi (PEP) 0.8 $357M -2% 2.1M 169.44
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Union Pacific Corporation (UNP) 0.8 $355M -2% 1.7M 203.63
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TJX Companies (TJX) 0.8 $347M -11% 3.9M 88.88
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Raytheon Technologies Corp (RTX) 0.8 $337M -3% 4.7M 71.97
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Thermo Fisher Scientific (TMO) 0.8 $335M -3% 661k 506.17
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Metropcs Communications (TMUS) 0.8 $324M -3% 2.3M 140.05
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Chevron Corporation (CVX) 0.7 $317M +2% 1.9M 168.62
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Costco Wholesale Corporation (COST) 0.7 $304M -6% 538k 564.96
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Cme (CME) 0.7 $301M -6% 1.5M 200.22
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Enterprise Products Partners (EPD) 0.7 $296M -11% 11M 27.37
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Intercontinental Exchange (ICE) 0.7 $291M -2% 2.6M 110.02
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Jack Henry & Associates (JKHY) 0.7 $290M 1.9M 151.14
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Analog Devices (ADI) 0.7 $288M -2% 1.6M 175.09
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Mastercard Incorporated Cl A Cl A (MA) 0.7 $284M -9% 718k 395.91
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American Tower Reit (AMT) 0.7 $281M -5% 1.7M 164.45
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ConocoPhillips (COP) 0.7 $276M 2.3M 119.80
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Otis Worldwide Corp (OTIS) 0.6 $271M -2% 3.4M 80.31
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Fiserv (FI) 0.6 $260M -3% 2.3M 112.96
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Vici Pptys (VICI) 0.6 $254M -6% 8.7M 29.10
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Te Connectivity Ltd for (TEL) 0.6 $253M -2% 2.0M 123.53
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Walt Disney Company (DIS) 0.6 $252M -4% 3.1M 81.05
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Qualcomm (QCOM) 0.6 $248M -3% 2.2M 111.06
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Prologis (PLD) 0.6 $248M -3% 2.2M 112.21
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Cheniere Energy (LNG) 0.6 $244M -4% 1.5M 165.96
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Vanguard S&p 500 Etf idx (VOO) 0.6 $243M +10% 619k 392.70
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Barclays Bk Plc fund (ATMP) 0.6 $243M 12M 20.95
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Palo Alto Networks (PANW) 0.6 $242M -16% 1.0M 234.44
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Automatic Data Processing (ADP) 0.5 $231M -4% 960k 240.58
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Vanguard Mid-Cap ETF (VO) 0.5 $231M +7% 1.1M 208.24
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Iqvia Holdings (IQV) 0.5 $229M 1.2M 196.75
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Mondelez Intl Inc Cl A Cl A (MDLZ) 0.5 $224M -3% 3.2M 69.40
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Stryker Corporation (SYK) 0.5 $223M -4% 818k 273.27
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Microchip Technology (MCHP) 0.5 $209M -5% 2.7M 78.05
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Alps Etf Tr clean energy (ACES) 0.5 $198M -5% 5.4M 36.57
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Ares Management Corporation cl a com stk (ARES) 0.5 $196M 1.9M 102.87
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BlackRock (BLK) 0.5 $192M -2% 297k 646.49
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Anthem (ELV) 0.4 $188M -10% 431k 435.42
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Vanguard Small-Cap ETF (VB) 0.4 $188M +12% 992k 189.07
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Energy Transfer Equity (ET) 0.4 $187M -19% 13M 14.03
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iShares S&P 500 Index (IVV) 0.4 $185M 432k 429.43
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U.S. Bancorp (USB) 0.4 $184M -2% 5.6M 33.06
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Jp Morgan Alerian Mlp Index (AMJ) 0.4 $179M 7.3M 24.70
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Icon (ICLR) 0.4 $170M -2% 690k 246.25
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PNC Financial Services (PNC) 0.4 $166M -2% 1.4M 122.77
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iShares Russell 1000 Growth Index (IWF) 0.4 $163M +8% 613k 265.99
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J P Morgan Exchange-traded F (JEPI) 0.4 $160M +7% 3.0M 53.56
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Oneok (OKE) 0.4 $156M +54% 2.5M 63.43
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NVIDIA Corporation (NVDA) 0.4 $156M -4% 359k 434.99
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iShares Russell Midcap Index Fund (IWR) 0.4 $154M 2.2M 69.25
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Vanguard Value ETF (VTV) 0.4 $153M -15% 1.1M 137.93
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Vanguard Emerging Markets ETF (VWO) 0.3 $146M 3.7M 39.21
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Cintas Corporation (CTAS) 0.3 $139M +5% 290k 481.01
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Meta Platforms Inc Cl A Cl A (META) 0.3 $139M 462k 300.21
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Chipotle Mexican Grill (CMG) 0.3 $137M -4% 75k 1831.82
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Charles Schwab Corporation (SCHW) 0.3 $134M -12% 2.4M 54.90
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Fidelity National Information Services (FIS) 0.3 $130M -2% 2.4M 55.27
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Intuitive Surgical (ISRG) 0.3 $130M -7% 444k 292.29
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Pfizer (PFE) 0.3 $129M 3.9M 33.17
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Vanguard Europe Pacific ETF (VEA) 0.3 $127M 2.9M 43.72
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Berkshire Hathaway (BRK.B) 0.3 $127M -6% 362k 350.30
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Abbvie (ABBV) 0.3 $125M -7% 839k 149.06
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Amphenol Corp New Cl A Cl A (APH) 0.3 $123M -3% 1.5M 83.99
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Sherwin-Williams Company (SHW) 0.3 $122M -4% 480k 255.05
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Dollar General (DG) 0.3 $117M 1.1M 105.80
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MercadoLibre (MELI) 0.3 $116M -3% 91k 1267.88
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Wec Energy Group (WEC) 0.3 $115M +12% 1.4M 80.55
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Merck & Co (MRK) 0.3 $114M -5% 1.1M 102.95
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Zoetis Inc Cl A Cl A (ZTS) 0.3 $113M -62% 651k 173.98
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Johnson & Johnson (JNJ) 0.3 $111M -35% 713k 155.75
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Workday Inc Cl A Cl A (WDAY) 0.3 $111M +12% 516k 214.85
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Equinix (EQIX) 0.3 $109M -10% 150k 726.26
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Texas Instruments Incorporated (TXN) 0.3 $107M -10% 670k 159.01
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L3harris Technologies (LHX) 0.2 $105M -32% 602k 174.12
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Targa Res Corp (TRGP) 0.2 $102M -7% 1.2M 85.72
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TransDigm Group Incorporated (TDG) 0.2 $101M -11% 120k 843.13
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Entegris (ENTG) 0.2 $100M -4% 1.1M 93.91
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Brown & Brown (BRO) 0.2 $98M -5% 1.4M 69.84
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iShares Russell 2000 Index (IWM) 0.2 $98M 554k 176.74
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CoStar (CSGP) 0.2 $95M -4% 1.2M 76.89
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Kinsale Cap Group (KNSL) 0.2 $94M -5% 226k 414.13
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Comcast Corp New Cl A Cl A (CMCSA) 0.2 $91M -9% 2.1M 44.34
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Spdr S&p 500 Etf (SPY) 0.2 $91M -5% 212k 427.48
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AvalonBay Communities (AVB) 0.2 $90M 524k 171.74
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Mplx (MPLX) 0.2 $87M -6% 2.5M 35.57
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iShares Russell 1000 Index (IWB) 0.2 $86M 368k 234.91
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Broadridge Financial Solutions (BR) 0.2 $85M -11% 475k 179.05
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Accenture (ACN) 0.2 $84M -8% 275k 307.11
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iShares MSCI EAFE Index Fund (EFA) 0.2 $83M 1.2M 68.92
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Goldman Sachs (GS) 0.2 $81M -10% 249k 323.57
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Edwards Lifesciences (EW) 0.2 $80M -3% 1.2M 69.28
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $80M -8% 2.6M 31.27
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Brookfield Renewable Corp (BEPC) 0.2 $79M -4% 3.3M 23.94
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Howmet Aerospace (HWM) 0.2 $79M +30% 1.7M 46.25
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IDEXX Laboratories (IDXX) 0.2 $77M -4% 176k 437.27
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Morgan Stanley (MS) 0.2 $71M -8% 867k 81.67
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iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.2 $71M -4% 1.1M 63.50
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Global X Fds us infr dev (PAVE) 0.2 $70M +23% 2.3M 30.38
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Ameriprise Financial (AMP) 0.2 $70M 211k 329.68
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Gartner (IT) 0.2 $69M +52% 201k 343.61
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Monolithic Power Systems (MPWR) 0.2 $68M -5% 147k 462.00
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Amgen (AMGN) 0.2 $67M -5% 250k 268.76
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Asml Holding (ASML) 0.2 $67M -3% 113k 588.66
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Iron Mountain (IRM) 0.2 $65M -11% 1.1M 59.45
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iShares Gold Trust (IAU) 0.2 $65M +4% 1.9M 34.99
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International Business Machines (IBM) 0.2 $64M -10% 459k 140.30
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Procter & Gamble Company (PG) 0.2 $64M -4% 441k 145.86
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Exxon Mobil Corporation (XOM) 0.2 $64M -2% 546k 117.58
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iShares Russell Midcap Growth Idx. (IWP) 0.2 $64M -3% 700k 91.35
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Intuit (INTU) 0.1 $63M +29% 124k 510.94
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Crowdstrike Hldgs Inc Cl A Cl A (CRWD) 0.1 $63M +32% 378k 167.38
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Cadence Design Systems (CDNS) 0.1 $63M -22% 269k 234.30
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Ubs Ag London Brh etracs aler m (MLPB) 0.1 $62M 2.9M 21.25
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Hubspot (HUBS) 0.1 $61M +48% 123k 492.50
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Dick's Sporting Goods (DKS) 0.1 $60M -7% 551k 108.58
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Parker-Hannifin Corporation (PH) 0.1 $60M -7% 153k 389.52
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Advanced Micro Devices (AMD) 0.1 $59M -6% 578k 102.82
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Agilent Technologies Inc C ommon (A) 0.1 $59M +49% 529k 111.82
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Alcon (ALC) 0.1 $59M -32% 765k 77.28
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Plains All American Pipeline (PAA) 0.1 $56M -15% 3.7M 15.32
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Broadcom (AVGO) 0.1 $56M -2% 67k 830.58
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Datadog Inc Cl A (DDOG) 0.1 $54M +11% 598k 91.09
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AutoZone (AZO) 0.1 $54M -31% 21k 2539.99
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Williams Companies (WMB) 0.1 $54M -10% 1.6M 33.69
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Hdfc Bank Ads (HDB) 0.1 $54M +3% 909k 59.01
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Ftai Aviation (FTAI) 0.1 $53M NEW 1.5M 35.55
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Live Nation Entertainment (LYV) 0.1 $52M -5% 621k 83.04
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AmerisourceBergen (COR) 0.1 $52M +10% 286k 179.97
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Align Technology (ALGN) 0.1 $52M 169k 305.32
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Yum China Holdings (YUMC) 0.1 $51M +3% 910k 55.72
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Chubb (CB) 0.1 $50M +4% 240k 208.18
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Brookfield Infrastructure (BIPC) 0.1 $50M -2% 1.4M 35.34
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Ross Stores (ROST) 0.1 $50M +80% 441k 112.95
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Novartis Adr (NVS) 0.1 $49M 485k 101.86
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Veeva Sys Inc cl a (VEEV) 0.1 $49M 239k 203.45
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Globant S A (GLOB) 0.1 $48M 245k 197.85
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The Trade Desk Inc Com Cl A Cl A (TTD) 0.1 $47M +47% 603k 78.15
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Nextera Energy Partners (NEP) 0.1 $46M +13% 1.6M 29.70
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Tractor Supply Company (TSCO) 0.1 $46M 226k 203.05
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Msci (MSCI) 0.1 $45M 88k 513.08
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Western Midstream Partners (WES) 0.1 $45M 1.6M 27.23
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Wal-Mart Stores (WMT) 0.1 $45M -5% 279k 159.93
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Brookfield Infrastructure Part (BIP) 0.1 $44M -18% 1.5M 29.40
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iShares MSCI Emerging Markets Indx (EEM) 0.1 $43M -3% 1.1M 37.95
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Vanguard Total Stock Market ETF (VTI) 0.1 $40M -42% 189k 212.41
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NuStar Energy (NS) 0.1 $40M +9083% 2.3M 17.44
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Oracle Corporation (ORCL) 0.1 $40M -5% 379k 105.92
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Sba Communications Corp New Cl A Cl A (SBAC) 0.1 $40M 200k 200.17
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Hubbell (HUBB) 0.1 $40M 127k 313.41
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Ansys (ANSS) 0.1 $40M 133k 297.55
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NetScout Systems (NTCT) 0.1 $40M -46% 1.4M 28.02
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First Trust NASDAQ Clean Edge Green (QCLN) 0.1 $39M +20% 925k 42.63
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Ametek (AME) 0.1 $39M 266k 147.76
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Alibaba Group Hldg Ads (BABA) 0.1 $39M 452k 86.74
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Marriott Intl Inc New Cl A Cl A (MAR) 0.1 $39M 199k 196.56
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Shell Plc Spon Ads Ads (SHEL) 0.1 $39M +3% 607k 64.38
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Medtronic (MDT) 0.1 $39M 497k 78.36
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $39M 97k 399.45
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IDEX Corporation (IEX) 0.1 $39M 186k 208.02
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CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $39M +101% 289k 133.28
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Robert Half International (RHI) 0.1 $39M -13% 525k 73.28
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Sitio Royalties Cl A Ord (STR) 0.1 $38M +20% 1.6M 24.21
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Elf Beauty (ELF) 0.1 $38M -5% 343k 109.83
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Banco Santander Adr (SAN) 0.1 $38M +3% 10M 3.76
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Aon Plc Shs Cl A Cl A (AON) 0.1 $37M +3% 115k 324.22
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Illinois Tool Works (ITW) 0.1 $37M 161k 230.31
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FleetCor Technologies (FLT) 0.1 $37M -2% 145k 255.34
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Coca-Cola Company (KO) 0.1 $37M -4% 654k 55.98
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Xcel Energy (XEL) 0.1 $36M -25% 636k 57.22
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Copart (CPRT) 0.1 $36M +122% 844k 43.09
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Lowe's Companies (LOW) 0.1 $35M -3% 170k 207.84
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Brookfield Renewable energy partners lpu (BEP) 0.1 $35M -21% 1.6M 21.74
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Humana (HUM) 0.1 $35M 71k 486.52
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Toyota Motor Corp Ads Ads (TM) 0.1 $35M +2% 192k 179.75
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ResMed (RMD) 0.1 $34M 233k 147.87
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4068594 Enphase Energy (ENPH) 0.1 $34M -42% 283k 120.15
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Taiwan Semiconductor Mfg Ads (TSM) 0.1 $34M +2% 388k 86.90
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Monster Beverage Corp (MNST) 0.1 $34M 632k 52.95
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Intercontinental Hotels Grou Ads (IHG) 0.1 $34M +2% 448k 74.75
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Starbucks Corporation (SBUX) 0.1 $33M -4% 364k 91.27
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Canadian Natl Ry (CNI) 0.1 $33M 303k 108.33
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Invesco Qqq Trust Series 1 (QQQ) 0.1 $33M -7% 92k 358.27
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Ferrari Nv Ord (RACE) 0.1 $33M -40% 110k 295.63
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Sunnova Energy International (NOVA) 0.1 $32M +40% 3.1M 10.47
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McDonald's Corporation (MCD) 0.1 $32M -4% 121k 263.44
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Crown Holdings (CCK) 0.1 $32M 361k 88.48
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Alnylam Pharmaceuticals (ALNY) 0.1 $31M 174k 177.10
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American Express Company (AXP) 0.1 $31M -2% 206k 149.19
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Ingersoll Rand (IR) 0.1 $31M 478k 63.72
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Diamondback Energy (FANG) 0.1 $30M 193k 154.88
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Solaredge Technologies (SEDG) 0.1 $30M +55% 231k 129.51
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Bhp Group Ads (BHP) 0.1 $30M +2% 522k 56.88
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Waste Connections (WCN) 0.1 $30M 220k 134.30
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United Rentals (URI) 0.1 $30M +6% 66k 444.57
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Colgate-Palmolive Company (CL) 0.1 $29M -30% 413k 71.11
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Charles River Laboratories (CRL) 0.1 $29M 146k 195.98
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Keysight Technologies (KEYS) 0.1 $28M 214k 132.31
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iShares S&P SmallCap 600 Index (IJR) 0.1 $28M -15% 297k 94.33
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Five Below (FIVE) 0.1 $28M 173k 160.90
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Us Foods Hldg Corp call (USFD) 0.1 $27M 687k 39.70
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Sprouts Fmrs Mkt (SFM) 0.1 $27M 635k 42.80
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Fomento Economico Mexicano SAB (FMX) 0.1 $27M -9% 244k 109.15
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PerkinElmer (RVTY) 0.1 $26M +68% 234k 110.70
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Delphi Automotive Inc international (APTV) 0.1 $26M 261k 98.59
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Tradeweb Mkts Inc Cl A Cl A (TW) 0.1 $26M 320k 80.20
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iShares Russell 1000 Value Index (IWD) 0.1 $25M 167k 151.82
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Lloyds Banking Group Adr (LYG) 0.1 $25M +3% 12M 2.13
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Dominion Resources (D) 0.1 $25M -33% 564k 44.67
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Sony Group Corp Adr (SONY) 0.1 $25M 303k 82.41
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Paylocity Holding Corporation (PCTY) 0.1 $25M +2143% 136k 181.70
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United Parcel Service Inc Cl B CL B (UPS) 0.1 $25M -2% 158k 155.87
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Equinor Asa Adr (EQNR) 0.1 $25M +2% 751k 32.79
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KLA-Tencor Corporation (KLAC) 0.1 $24M 53k 458.66
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Euronet Worldwide (EEFT) 0.1 $24M +3% 306k 79.38
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Berry Plastics (BERY) 0.1 $24M 392k 61.91
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Regal-beloit Corporation (RRX) 0.1 $24M 170k 142.88
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iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.1 $24M 238k 101.33
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Transunion (TRU) 0.1 $24M 336k 71.79
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Tesla Motors (TSLA) 0.1 $24M -2% 96k 250.22
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CMS Energy Corporation (CMS) 0.1 $24M +10% 449k 53.11
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Diageo (DEO) 0.1 $24M 159k 149.18
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Floor & Decor Hldgs Inc Cl A Cl A (FND) 0.1 $24M 262k 90.50
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iShares S&P MidCap 400 Index (IJH) 0.1 $24M 95k 249.35
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Livent Corp 0.1 $24M +12% 1.3M 18.41
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Nike Inc Cl B CL B (NKE) 0.1 $23M -9% 243k 95.62
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Dt Midstream (DTM) 0.1 $23M -36% 438k 52.92
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Past Filings by CIBC Private Wealth Group

SEC 13F filings are viewable for CIBC Private Wealth Group going back to 2014

View all past filings