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 877 positions in its portfolio as reported in the June 2023 quarterly 13F filing

CIBC Private Wealth Group has 877 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) 5.7 $2.6B 7.6M 340.54
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Apple (AAPL) 5.0 $2.3B 12M 193.97
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Amazon (AMZN) 3.3 $1.5B 12M 130.36
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Alphabet Inc Class A cs (GOOGL) 2.2 $1.0B 8.4M 119.70
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Visa (V) 2.0 $905M 3.8M 237.48
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UnitedHealth (UNH) 1.6 $733M 1.5M 480.64
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AstraZeneca (AZN) 1.6 $714M 10M 71.57
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Alphabet Inc Class C cs (GOOG) 1.5 $665M 5.5M 120.97
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Nextera Energy (NEE) 1.4 $660M +18% 8.9M 74.20
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Home Depot (HD) 1.4 $619M +9% 2.0M 310.64
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Blackstone Group Inc Com Cl A (BX) 1.3 $586M -2% 6.3M 92.97
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S&p Global (SPGI) 1.3 $575M 1.4M 400.89
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Abbott Laboratories (ABT) 1.3 $574M +2% 5.3M 109.02
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Old Dominion Freight Line (ODFL) 1.1 $525M +2% 1.4M 369.75
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Danaher Corporation (DHR) 1.1 $517M 2.2M 240.00
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Roper Industries (ROP) 1.1 $509M 1.1M 480.80
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Honeywell International (HON) 1.1 $496M 2.4M 207.50
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JPMorgan Chase & Co. (JPM) 1.1 $493M 3.4M 145.44
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Martin Marietta Materials (MLM) 1.1 $483M 1.0M 461.69
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Raytheon Technologies Corp (RTX) 1.0 $474M 4.8M 97.96
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Cisco Systems (CSCO) 1.0 $473M 9.1M 51.74
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salesforce (CRM) 0.9 $430M 2.0M 211.26
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Linde (LIN) 0.9 $417M 1.1M 381.08
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Adobe Systems Incorporated (ADBE) 0.9 $400M 818k 488.99
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Pepsi (PEP) 0.9 $399M 2.2M 185.22
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Eli Lilly & Co. (LLY) 0.8 $385M +5% 821k 468.98
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TJX Companies (TJX) 0.8 $372M +3% 4.4M 84.79
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Union Pacific Corporation (UNP) 0.8 $365M +16% 1.8M 204.62
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Pioneer Natural Resources (PXD) 0.8 $363M 1.8M 207.18
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Thermo Fisher Scientific (TMO) 0.8 $356M 682k 521.75
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American Tower Reit (AMT) 0.8 $351M -6% 1.8M 193.94
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Metropcs Communications (TMUS) 0.7 $333M -2% 2.4M 138.90
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Analog Devices (ADI) 0.7 $329M 1.7M 194.81
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Enterprise Products Partners (EPD) 0.7 $323M +10% 12M 26.35
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Jack Henry & Associates (JKHY) 0.7 $321M 1.9M 167.33
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Palo Alto Networks (PANW) 0.7 $315M -4% 1.2M 255.51
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MasterCard Incorporated (MA) 0.7 $314M +5% 797k 393.30
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Costco Wholesale Corporation (COST) 0.7 $308M -14% 573k 538.38
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Otis Worldwide Corp (OTIS) 0.7 $308M 3.5M 89.01
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Intercontinental Exchange (ICE) 0.7 $308M 2.7M 113.08
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Zoetis Inc Cl A (ZTS) 0.7 $302M -13% 1.8M 172.21
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Fiserv (FI) 0.7 $300M 2.4M 126.15
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Cme (CME) 0.7 $297M +5% 1.6M 185.29
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Te Connectivity Ltd for (TEL) 0.6 $296M 2.1M 140.16
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Vici Pptys (VICI) 0.6 $293M +4% 9.3M 31.43
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Walt Disney Company (DIS) 0.6 $291M +32% 3.3M 89.28
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Chevron Corporation (CVX) 0.6 $287M +3% 1.8M 157.35
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Prologis (PLD) 0.6 $281M +6% 2.3M 122.63
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Qualcomm (QCOM) 0.6 $276M 2.3M 119.04
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Iqvia Holdings (IQV) 0.6 $267M 1.2M 224.77
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Stryker Corporation (SYK) 0.6 $261M -25% 855k 305.09
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Alps Etf Tr clean energy (ACES) 0.6 $258M -6% 5.7M 45.18
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Microchip Technology (MCHP) 0.6 $253M +12% 2.8M 89.59
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ConocoPhillips (COP) 0.5 $243M 2.3M 103.61
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Mondelez Int (MDLZ) 0.5 $243M -22% 3.3M 72.94
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Cheniere Energy (LNG) 0.5 $235M +73% 1.5M 152.36
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Barclays Bk Plc fund (ATMP) 0.5 $229M 12M 19.92
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Vanguard S&p 500 Etf idx (VOO) 0.5 $228M +2% 559k 407.28
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Vanguard Mid-Cap ETF (VO) 0.5 $227M +12% 1.0M 220.16
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Automatic Data Processing (ADP) 0.5 $220M +2% 1.0M 219.79
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Anthem (ELV) 0.5 $214M -14% 482k 444.29
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Energy Transfer Equity (ET) 0.5 $210M 17M 12.70
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BlackRock (BLK) 0.5 $210M 304k 691.14
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iShares S&P 500 Index (IVV) 0.4 $195M 439k 445.71
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U.S. Bancorp (USB) 0.4 $189M 5.7M 33.04
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Dollar General (DG) 0.4 $186M 1.1M 169.78
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Vanguard Value ETF (VTV) 0.4 $186M -18% 1.3M 142.10
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Johnson & Johnson (JNJ) 0.4 $184M +7% 1.1M 165.52
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Ares Management Corporation cl a com stk (ARES) 0.4 $182M 1.9M 96.35
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Icon (ICLR) 0.4 $176M +28% 704k 250.20
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Vanguard Small-Cap ETF (VB) 0.4 $176M +6% 884k 198.89
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L3harris Technologies (LHX) 0.4 $176M +2% 898k 195.77
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PNC Financial Services (PNC) 0.4 $174M -2% 1.4M 125.95
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Chipotle Mexican Grill (CMG) 0.4 $168M 79k 2139.00
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Jp Morgan Alerian Mlp Index (AMJ) 0.4 $166M 7.3M 22.91
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iShares Russell Midcap Index Fund (IWR) 0.4 $166M 2.3M 73.03
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Intuitive Surgical (ISRG) 0.4 $164M +3% 479k 341.94
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NVIDIA Corporation (NVDA) 0.3 $159M 376k 423.02
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Charles Schwab Corporation (SCHW) 0.3 $158M -2% 2.8M 56.68
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iShares Russell 1000 Growth Index (IWF) 0.3 $156M +3% 566k 275.18
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J P Morgan Exchange-traded F (JEPI) 0.3 $153M +17% 2.8M 55.33
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Vanguard Emerging Markets ETF (VWO) 0.3 $149M +2% 3.7M 40.68
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Pfizer (PFE) 0.3 $143M +192% 3.9M 36.68
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Cintas Corporation (CTAS) 0.3 $136M +15% 274k 497.08
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Merck & Co (MRK) 0.3 $135M +2% 1.2M 115.39
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Texas Instruments Incorporated (TXN) 0.3 $135M +3% 749k 180.02
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Vanguard Europe Pacific ETF (VEA) 0.3 $135M +2% 2.9M 46.18
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Facebook Inc cl a (META) 0.3 $134M +50% 467k 286.98
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Sherwin-Williams Company (SHW) 0.3 $134M +3% 504k 265.52
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Fidelity National Information Services (FIS) 0.3 $132M 2.4M 54.70
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Berkshire Hathaway (BRK.B) 0.3 $132M +2% 386k 341.00
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Equinix (EQIX) 0.3 $131M +64% 167k 783.94
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Amphenol Corporation (APH) 0.3 $129M +16% 1.5M 84.95
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Entegris (ENTG) 0.3 $123M +14% 1.1M 110.82
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Abbvie (ABBV) 0.3 $122M +2% 904k 134.73
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TransDigm Group Incorporated (TDG) 0.3 $122M 136k 894.17
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CoStar (CSGP) 0.3 $115M +11% 1.3M 89.00
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Magellan Midstream Partners (MMP) 0.3 $115M +22% 1.8M 62.32
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Edwards Lifesciences (EW) 0.2 $113M +5% 1.2M 94.33
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Wec Energy Group (WEC) 0.2 $112M +3406% 1.3M 88.24
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MercadoLibre (MELI) 0.2 $112M +67% 94k 1184.60
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Brookfield Renewable Corp (BEPC) 0.2 $110M -2% 3.5M 31.52
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iShares Russell 2000 Index (IWM) 0.2 $104M 555k 187.27
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Workday Inc cl a (WDAY) 0.2 $104M +2572% 459k 225.89
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Brown & Brown (BRO) 0.2 $103M +3% 1.5M 68.84
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AvalonBay Communities (AVB) 0.2 $101M 533k 189.27
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Spdr S&p 500 Etf (SPY) 0.2 $99M 223k 443.28
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Targa Res Corp (TRGP) 0.2 $99M 1.3M 76.10
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Oneok (OKE) 0.2 $98M +4% 1.6M 61.72
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Comcast Corporation (CMCSA) 0.2 $95M +2% 2.3M 41.55
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $94M +7% 2.8M 33.65
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Alcon (ALC) 0.2 $93M +2% 1.1M 82.11
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Accenture (ACN) 0.2 $93M +2% 300k 308.58
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IDEXX Laboratories (IDXX) 0.2 $92M +2% 184k 502.23
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Goldman Sachs (GS) 0.2 $90M +2% 279k 322.54
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iShares Russell 1000 Index (IWB) 0.2 $90M 369k 243.74
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Kinsale Cap Group (KNSL) 0.2 $89M +7% 239k 374.20
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Mplx (MPLX) 0.2 $89M 2.6M 33.94
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Broadridge Financial Solutions (BR) 0.2 $89M +4% 536k 165.63
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iShares MSCI EAFE Index Fund (EFA) 0.2 $88M 1.2M 72.50
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Asml Holding (ASML) 0.2 $86M +27% 118k 724.75
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Monolithic Power Systems (MPWR) 0.2 $84M +8% 156k 540.23
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NetScout Systems (NTCT) 0.2 $82M +17% 2.7M 30.95
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4068594 Enphase Energy (ENPH) 0.2 $82M +38% 487k 167.48
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Cadence Design Systems (CDNS) 0.2 $81M +42% 346k 234.52
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Morgan Stanley (MS) 0.2 $81M -28% 944k 85.40
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Nextera Energy Partners (NEP) 0.2 $81M +2% 1.4M 58.64
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Dick's Sporting Goods (DKS) 0.2 $79M 597k 132.19
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AutoZone (AZO) 0.2 $78M +39% 31k 2493.36
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iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 0.2 $77M 1.2M 66.44
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Vanguard Total Stock Market ETF (VTI) 0.2 $73M 330k 220.28
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Iron Mountain (IRM) 0.2 $71M +5% 1.3M 56.82
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Advanced Micro Devices (AMD) 0.2 $71M +2% 619k 113.91
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Ameriprise Financial (AMP) 0.2 $70M +36% 212k 332.16
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Procter & Gamble Company (PG) 0.2 $70M +17% 463k 151.74
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iShares Russell Midcap Growth Idx. (IWP) 0.2 $70M 722k 96.63
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International Business Machines (IBM) 0.1 $68M +2% 511k 133.81
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Brookfield Infrastructure Part (BIP) 0.1 $67M +32% 1.8M 36.50
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Brookfield Infrastructure (BIPC) 0.1 $66M -2% 1.5M 45.58
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Howmet Aerospace (HWM) 0.1 $65M +177% 1.3M 49.56
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iShares Gold Trust (IAU) 0.1 $65M +25% 1.8M 36.39
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Parker-Hannifin Corporation (PH) 0.1 $65M +3970% 165k 390.04
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Plains All American Pipeline (PAA) 0.1 $61M -14% 4.3M 14.10
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Brookfield Renewable energy partners lpu (BEP) 0.1 $61M +20% 2.1M 29.49
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HDFC Bank (HDB) 0.1 $61M +2% 877k 69.70
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Align Technology (ALGN) 0.1 $60M +65% 170k 353.64
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Ferrari Nv Ord (RACE) 0.1 $60M -15% 184k 325.21
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Live Nation Entertainment (LYV) 0.1 $60M +15% 658k 91.11
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Exxon Mobil Corporation (XOM) 0.1 $60M 559k 107.25
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Broadcom (AVGO) 0.1 $60M +74% 69k 867.43
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Global X Fds us infr dev (PAVE) 0.1 $59M +54% 1.9M 31.43
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Ubs Ag London Brh etracs aler m (MLPB) 0.1 $59M 2.9M 19.87
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Williams Companies (WMB) 0.1 $59M 1.8M 32.63
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Amgen (AMGN) 0.1 $58M 263k 222.02
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Waste Management (WM) 0.1 $55M -2% 318k 173.42
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Datadog Inc Cl A (DDOG) 0.1 $53M +59% 537k 98.38
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Xcel Energy (XEL) 0.1 $53M -21% 849k 62.17
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ResMed (RMD) 0.1 $51M +58% 234k 218.50
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Yum China Holdings (YUMC) 0.1 $50M +4% 881k 56.50
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AmerisourceBergen (ABC) 0.1 $50M +128% 258k 192.43
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Dex (DXCM) 0.1 $49M +6232% 384k 128.51
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Tractor Supply Company (TSCO) 0.1 $49M +39% 223k 221.10
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Novartis (NVS) 0.1 $49M +14% 482k 100.91
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Oracle Corporation (ORCL) 0.1 $48M 402k 119.09
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Veeva Sys Inc cl a (VEEV) 0.1 $47M +75% 239k 197.73
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Sba Communications Corp (SBAC) 0.1 $47M -34% 202k 231.76
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iShares MSCI Emerging Markets Indx (EEM) 0.1 $46M -27% 1.2M 39.56
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $46M -46% 98k 470.60
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Wal-Mart Stores (WMT) 0.1 $46M 294k 157.18
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Gartner (IT) 0.1 $46M 132k 350.31
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Colgate-Palmolive Company (CL) 0.1 $46M 598k 77.04
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Robert Half International (RHI) 0.1 $46M -24% 610k 75.22
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Medtronic (MDT) 0.1 $45M +15% 506k 88.10
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Chubb (CB) 0.1 $45M +11% 231k 192.56
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Ansys (ANSS) 0.1 $44M +41% 134k 330.27
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Hubspot (HUBS) 0.1 $44M +90% 83k 532.09
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Dominion Resources (D) 0.1 $44M -25% 851k 51.79
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Intuit (INTU) 0.1 $44M +3% 96k 458.19
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Globant S A (GLOB) 0.1 $44M NEW 242k 179.72
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Ametek (AME) 0.1 $43M +38% 267k 161.88
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Western Midstream Partners (WES) 0.1 $43M -5% 1.6M 26.52
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Agilent Technologies Inc C ommon (A) 0.1 $43M +149% 353k 120.25
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Hubbell (HUBB) 0.1 $42M +35% 128k 331.56
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Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $42M +1251% 285k 146.87
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Elf Beauty (ELF) 0.1 $41M NEW 362k 114.23
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Coca-Cola Company (KO) 0.1 $41M +3% 686k 60.22
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Msci (MSCI) 0.1 $41M +40% 87k 469.29
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Illinois Tool Works (ITW) 0.1 $41M +2% 163k 250.16
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IDEX Corporation (IEX) 0.1 $41M +61% 188k 215.26
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Sunnova Energy International (NOVA) 0.1 $40M -32% 2.2M 18.31
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Solaredge Technologies (SEDG) 0.1 $40M +5% 149k 269.05
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Lowe's Companies (LOW) 0.1 $40M 175k 225.70
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First Trust NASDAQ Clean Edge Green (QCLN) 0.1 $39M +14% 768k 51.16
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Aon Plc Shs Cl A Shs Cl A (AON) 0.1 $38M -15% 111k 345.20
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McDonald's Corporation (MCD) 0.1 $38M 128k 298.41
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Taiwan Semiconductor Mfg (TSM) 0.1 $38M 378k 100.92
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Alibaba Group Holding (BABA) 0.1 $38M +3% 454k 83.35
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Starbucks Corporation (SBUX) 0.1 $38M -17% 381k 99.06
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FleetCor Technologies (FLT) 0.1 $37M +32% 148k 251.08
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Monster Beverage Corp (MNST) 0.1 $37M +40% 643k 57.44
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Marriott International (MAR) 0.1 $37M +40% 200k 183.69
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Invesco Qqq Trust Series 1 (QQQ) 0.1 $37M +5% 99k 369.42
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EOG Resources (EOG) 0.1 $37M -56% 320k 114.44
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American Express Company (AXP) 0.1 $37M -10% 210k 174.20
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Canadian Natl Ry (CNI) 0.1 $36M +4% 300k 121.07
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Keysight Technologies (KEYS) 0.1 $36M +6% 215k 167.45
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Banco Santander (SAN) 0.1 $36M +3% 9.7M 3.71
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Avantor (AVTR) 0.1 $36M +43% 1.7M 20.54
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $36M +2% 589k 60.38
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Treace Med Concepts (TMCI) 0.1 $35M 1.4M 25.58
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iShares S&P SmallCap 600 Index (IJR) 0.1 $35M -4% 351k 99.65
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Copart (CPRT) 0.1 $35M +95% 380k 91.21
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Euronet Worldwide (EEFT) 0.1 $35M 295k 117.37
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Dt Midstream (DTM) 0.1 $35M 696k 49.57
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Five Below (FIVE) 0.1 $34M +42% 175k 196.54
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Dynatrace (DT) 0.1 $34M +40% 667k 51.47
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Sitio Royalties Cl A Ord (STR) 0.1 $34M -15% 1.3M 26.27
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Alnylam Pharmaceuticals (ALNY) 0.1 $33M +44% 175k 189.94
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Trade Desk (TTD) 0.1 $32M +5840% 410k 77.22
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Waste Connections (WCN) 0.1 $32M +44% 221k 142.93
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Humana (HUM) 0.1 $32M +41% 71k 447.13
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Ingersoll Rand (IR) 0.1 $31M +42% 481k 65.36
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Crown Holdings (CCK) 0.1 $31M +38% 362k 86.87
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Livent Corp (LTHM) 0.1 $31M -17% 1.1M 27.43
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Charles River Laboratories (CRL) 0.1 $31M +42% 147k 210.25
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Intercontinental Hotels Group (IHG) 0.1 $31M +2% 435k 70.45
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BHP Billiton (BHP) 0.1 $30M +2% 510k 59.67
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Us Foods Hldg Corp call (USFD) 0.1 $30M +45% 690k 44.00
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Toyota Motor Corporation (TM) 0.1 $30M +4% 187k 160.75
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Fomento Economico Mexicano SAB (FMX) 0.1 $30M +5% 271k 110.84
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Nike (NKE) 0.1 $30M 269k 110.37
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United Parcel Service (UPS) 0.1 $29M +38% 162k 179.25
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Clearway Energy Inc cl c (CWEN) 0.1 $29M +34% 1.0M 28.56
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FMC Corporation (FMC) 0.1 $29M +38% 275k 104.34
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American Electric Power Company (AEP) 0.1 $28M +36% 330k 84.20
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United Rentals (URI) 0.1 $28M -53% 62k 445.37
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Marvell Technology (MRVL) 0.1 $28M +40% 464k 59.78
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Floor & Decor Hldgs Inc cl a (FND) 0.1 $27M +44% 264k 103.96
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Ross Stores (ROST) 0.1 $27M +35% 244k 112.13
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Diageo (DEO) 0.1 $27M +2% 158k 173.48
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Sony Corporation (SONY) 0.1 $27M +2% 301k 90.04
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Delphi Automotive Inc international (APTV) 0.1 $27M +28% 262k 102.09
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iShares Russell 1000 Value Index (IWD) 0.1 $27M -2% 169k 157.83
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Transunion (TRU) 0.1 $27M +32% 339k 78.33
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Regal-beloit Corporation (RRX) 0.1 $26M +43% 172k 153.90
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Ecolab (ECL) 0.1 $26M -3% 139k 186.69
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Tesla Motors (TSLA) 0.1 $26M 99k 261.77
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KLA-Tencor Corporation (KLAC) 0.1 $26M +40% 53k 485.02
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Diamondback Energy (FANG) 0.1 $26M -12% 195k 131.36
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Lloyds TSB (LYG) 0.1 $25M -23% 12M 2.20
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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

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