Atlantic Trust
Latest statistics and disclosures from CIBC Private Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, GOOGL, ODFL, and represent 17.76% of CIBC Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: ODFL (+$275M), OKE (+$55M), DHR (+$55M), FTAI (+$53M), NS (+$40M), IT (+$24M), PCTY (+$24M), VOO (+$24M), ROST (+$22M), WCC (+$21M).
- Started 263 new stock positions in IGV, TDC, MUC, BOTZ, EPAM, RGLD, HAL, RBA, DGRW, FTRE.
- Reduced shares in these 10 stocks: ZTS (-$192M), AAPL (-$154M), MSFT (-$124M), Magellan Midstream Partners (-$115M), MLM (-$69M), JNJ (-$62M), LHX (-$51M), AMZN (-$50M), PANW (-$47M), ET (-$46M).
- Sold out of its positions in Amc Entmt Hldgs Inc Cl A, Accelr8 Technology, AMTX, ACI, AB, AXL, FOLD, AR, CWST, CWAN.
- CIBC Private Wealth Group was a net seller of stock by $-1.6B.
- CIBC Private Wealth Group has $42B in assets under management (AUM), dropping by -53.80%.
- Central Index Key (CIK): 0001298088
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Positions held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio 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.
- Sign up to view all of the CIBC Private Wealth Group Sept. 30, 2023 positions
- Download the CIBC Private Wealth Group September 2023 csv data
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 |
|
Apple (AAPL) | 4.4 | $1.9B | -7% | 11M | 171.21 |
|
Amazon (AMZN) | 3.4 | $1.4B | -3% | 11M | 127.12 |
|
Alphabet Inc Cap Stk Cl A Cl A (GOOGL) | 2.5 | $1.1B | -2% | 8.2M | 130.86 |
|
Old Dominion Freight Line (ODFL) | 2.0 | $855M | +47% | 2.1M | 409.14 |
|
Visa Inc Com Cl A Cl A (V) | 2.0 | $845M | -3% | 3.7M | 230.01 |
|
UnitedHealth (UNH) | 1.8 | $746M | -2% | 1.5M | 504.19 |
|
Alphabet Inc Cap Stk Cl C CL C (GOOG) | 1.6 | $694M | -4% | 5.3M | 131.85 |
|
Astrazeneca Adr (AZN) | 1.5 | $646M | -4% | 9.5M | 67.72 |
|
Blackstone Group Inc Com Cl A (BX) | 1.5 | $637M | -5% | 5.9M | 107.14 |
|
Danaher Corporation (DHR) | 1.4 | $589M | +10% | 2.4M | 248.10 |
|
Home Depot (HD) | 1.4 | $580M | -3% | 1.9M | 302.16 |
|
S&p Global (SPGI) | 1.2 | $516M | 1.4M | 365.41 |
|
|
Roper Industries (ROP) | 1.2 | $497M | -3% | 1.0M | 484.28 |
|
Abbott Laboratories (ABT) | 1.1 | $485M | -4% | 5.0M | 96.85 |
|
Nextera Energy (NEE) | 1.1 | $483M | -5% | 8.4M | 57.29 |
|
Cisco Systems (CSCO) | 1.1 | $480M | -2% | 8.9M | 53.76 |
|
JPMorgan Chase & Co. (JPM) | 1.1 | $473M | -3% | 3.3M | 145.02 |
|
Honeywell International (HON) | 1.0 | $431M | -2% | 2.3M | 184.74 |
|
salesforce (CRM) | 1.0 | $404M | -2% | 2.0M | 202.78 |
|
Eli Lilly & Co. (LLY) | 1.0 | $404M | -8% | 751k | 537.13 |
|
Adobe Systems Incorporated (ADBE) | 1.0 | $403M | -3% | 791k | 509.90 |
|
Linde (LIN) | 0.9 | $395M | -3% | 1.1M | 372.35 |
|
Pioneer Natural Resources (PXD) | 0.9 | $381M | -5% | 1.7M | 229.55 |
|
Martin Marietta Materials (MLM) | 0.9 | $361M | -16% | 879k | 410.48 |
|
Pepsi (PEP) | 0.8 | $357M | -2% | 2.1M | 169.44 |
|
Union Pacific Corporation (UNP) | 0.8 | $355M | -2% | 1.7M | 203.63 |
|
TJX Companies (TJX) | 0.8 | $347M | -11% | 3.9M | 88.88 |
|
Raytheon Technologies Corp (RTX) | 0.8 | $337M | -3% | 4.7M | 71.97 |
|
Thermo Fisher Scientific (TMO) | 0.8 | $335M | -3% | 661k | 506.17 |
|
Metropcs Communications (TMUS) | 0.8 | $324M | -3% | 2.3M | 140.05 |
|
Chevron Corporation (CVX) | 0.7 | $317M | +2% | 1.9M | 168.62 |
|
Costco Wholesale Corporation (COST) | 0.7 | $304M | -6% | 538k | 564.96 |
|
Cme (CME) | 0.7 | $301M | -6% | 1.5M | 200.22 |
|
Enterprise Products Partners (EPD) | 0.7 | $296M | -11% | 11M | 27.37 |
|
Intercontinental Exchange (ICE) | 0.7 | $291M | -2% | 2.6M | 110.02 |
|
Jack Henry & Associates (JKHY) | 0.7 | $290M | 1.9M | 151.14 |
|
|
Analog Devices (ADI) | 0.7 | $288M | -2% | 1.6M | 175.09 |
|
Mastercard Incorporated Cl A Cl A (MA) | 0.7 | $284M | -9% | 718k | 395.91 |
|
American Tower Reit (AMT) | 0.7 | $281M | -5% | 1.7M | 164.45 |
|
ConocoPhillips (COP) | 0.7 | $276M | 2.3M | 119.80 |
|
|
Otis Worldwide Corp (OTIS) | 0.6 | $271M | -2% | 3.4M | 80.31 |
|
Fiserv (FI) | 0.6 | $260M | -3% | 2.3M | 112.96 |
|
Vici Pptys (VICI) | 0.6 | $254M | -6% | 8.7M | 29.10 |
|
Te Connectivity Ltd for (TEL) | 0.6 | $253M | -2% | 2.0M | 123.53 |
|
Walt Disney Company (DIS) | 0.6 | $252M | -4% | 3.1M | 81.05 |
|
Qualcomm (QCOM) | 0.6 | $248M | -3% | 2.2M | 111.06 |
|
Prologis (PLD) | 0.6 | $248M | -3% | 2.2M | 112.21 |
|
Cheniere Energy (LNG) | 0.6 | $244M | -4% | 1.5M | 165.96 |
|
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $243M | +10% | 619k | 392.70 |
|
Barclays Bk Plc fund (ATMP) | 0.6 | $243M | 12M | 20.95 |
|
|
Palo Alto Networks (PANW) | 0.6 | $242M | -16% | 1.0M | 234.44 |
|
Automatic Data Processing (ADP) | 0.5 | $231M | -4% | 960k | 240.58 |
|
Vanguard Mid-Cap ETF (VO) | 0.5 | $231M | +7% | 1.1M | 208.24 |
|
Iqvia Holdings (IQV) | 0.5 | $229M | 1.2M | 196.75 |
|
|
Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.5 | $224M | -3% | 3.2M | 69.40 |
|
Stryker Corporation (SYK) | 0.5 | $223M | -4% | 818k | 273.27 |
|
Microchip Technology (MCHP) | 0.5 | $209M | -5% | 2.7M | 78.05 |
|
Alps Etf Tr clean energy (ACES) | 0.5 | $198M | -5% | 5.4M | 36.57 |
|
Ares Management Corporation cl a com stk (ARES) | 0.5 | $196M | 1.9M | 102.87 |
|
|
BlackRock (BLK) | 0.5 | $192M | -2% | 297k | 646.49 |
|
Anthem (ELV) | 0.4 | $188M | -10% | 431k | 435.42 |
|
Vanguard Small-Cap ETF (VB) | 0.4 | $188M | +12% | 992k | 189.07 |
|
Energy Transfer Equity (ET) | 0.4 | $187M | -19% | 13M | 14.03 |
|
iShares S&P 500 Index (IVV) | 0.4 | $185M | 432k | 429.43 |
|
|
U.S. Bancorp (USB) | 0.4 | $184M | -2% | 5.6M | 33.06 |
|
Jp Morgan Alerian Mlp Index (AMJ) | 0.4 | $179M | 7.3M | 24.70 |
|
|
Icon (ICLR) | 0.4 | $170M | -2% | 690k | 246.25 |
|
PNC Financial Services (PNC) | 0.4 | $166M | -2% | 1.4M | 122.77 |
|
iShares Russell 1000 Growth Index (IWF) | 0.4 | $163M | +8% | 613k | 265.99 |
|
J P Morgan Exchange-traded F (JEPI) | 0.4 | $160M | +7% | 3.0M | 53.56 |
|
Oneok (OKE) | 0.4 | $156M | +54% | 2.5M | 63.43 |
|
NVIDIA Corporation (NVDA) | 0.4 | $156M | -4% | 359k | 434.99 |
|
iShares Russell Midcap Index Fund (IWR) | 0.4 | $154M | 2.2M | 69.25 |
|
|
Vanguard Value ETF (VTV) | 0.4 | $153M | -15% | 1.1M | 137.93 |
|
Vanguard Emerging Markets ETF (VWO) | 0.3 | $146M | 3.7M | 39.21 |
|
|
Cintas Corporation (CTAS) | 0.3 | $139M | +5% | 290k | 481.01 |
|
Meta Platforms Inc Cl A Cl A (META) | 0.3 | $139M | 462k | 300.21 |
|
|
Chipotle Mexican Grill (CMG) | 0.3 | $137M | -4% | 75k | 1831.82 |
|
Charles Schwab Corporation (SCHW) | 0.3 | $134M | -12% | 2.4M | 54.90 |
|
Fidelity National Information Services (FIS) | 0.3 | $130M | -2% | 2.4M | 55.27 |
|
Intuitive Surgical (ISRG) | 0.3 | $130M | -7% | 444k | 292.29 |
|
Pfizer (PFE) | 0.3 | $129M | 3.9M | 33.17 |
|
|
Vanguard Europe Pacific ETF (VEA) | 0.3 | $127M | 2.9M | 43.72 |
|
|
Berkshire Hathaway (BRK.B) | 0.3 | $127M | -6% | 362k | 350.30 |
|
Abbvie (ABBV) | 0.3 | $125M | -7% | 839k | 149.06 |
|
Amphenol Corp New Cl A Cl A (APH) | 0.3 | $123M | -3% | 1.5M | 83.99 |
|
Sherwin-Williams Company (SHW) | 0.3 | $122M | -4% | 480k | 255.05 |
|
Dollar General (DG) | 0.3 | $117M | 1.1M | 105.80 |
|
|
MercadoLibre (MELI) | 0.3 | $116M | -3% | 91k | 1267.88 |
|
Wec Energy Group (WEC) | 0.3 | $115M | +12% | 1.4M | 80.55 |
|
Merck & Co (MRK) | 0.3 | $114M | -5% | 1.1M | 102.95 |
|
Zoetis Inc Cl A Cl A (ZTS) | 0.3 | $113M | -62% | 651k | 173.98 |
|
Johnson & Johnson (JNJ) | 0.3 | $111M | -35% | 713k | 155.75 |
|
Workday Inc Cl A Cl A (WDAY) | 0.3 | $111M | +12% | 516k | 214.85 |
|
Equinix (EQIX) | 0.3 | $109M | -10% | 150k | 726.26 |
|
Texas Instruments Incorporated (TXN) | 0.3 | $107M | -10% | 670k | 159.01 |
|
L3harris Technologies (LHX) | 0.2 | $105M | -32% | 602k | 174.12 |
|
Targa Res Corp (TRGP) | 0.2 | $102M | -7% | 1.2M | 85.72 |
|
TransDigm Group Incorporated (TDG) | 0.2 | $101M | -11% | 120k | 843.13 |
|
Entegris (ENTG) | 0.2 | $100M | -4% | 1.1M | 93.91 |
|
Brown & Brown (BRO) | 0.2 | $98M | -5% | 1.4M | 69.84 |
|
iShares Russell 2000 Index (IWM) | 0.2 | $98M | 554k | 176.74 |
|
|
CoStar (CSGP) | 0.2 | $95M | -4% | 1.2M | 76.89 |
|
Kinsale Cap Group (KNSL) | 0.2 | $94M | -5% | 226k | 414.13 |
|
Comcast Corp New Cl A Cl A (CMCSA) | 0.2 | $91M | -9% | 2.1M | 44.34 |
|
Spdr S&p 500 Etf (SPY) | 0.2 | $91M | -5% | 212k | 427.48 |
|
AvalonBay Communities (AVB) | 0.2 | $90M | 524k | 171.74 |
|
|
Mplx (MPLX) | 0.2 | $87M | -6% | 2.5M | 35.57 |
|
iShares Russell 1000 Index (IWB) | 0.2 | $86M | 368k | 234.91 |
|
|
Broadridge Financial Solutions (BR) | 0.2 | $85M | -11% | 475k | 179.05 |
|
Accenture (ACN) | 0.2 | $84M | -8% | 275k | 307.11 |
|
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $83M | 1.2M | 68.92 |
|
|
Goldman Sachs (GS) | 0.2 | $81M | -10% | 249k | 323.57 |
|
Edwards Lifesciences (EW) | 0.2 | $80M | -3% | 1.2M | 69.28 |
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $80M | -8% | 2.6M | 31.27 |
|
Brookfield Renewable Corp (BEPC) | 0.2 | $79M | -4% | 3.3M | 23.94 |
|
Howmet Aerospace (HWM) | 0.2 | $79M | +30% | 1.7M | 46.25 |
|
IDEXX Laboratories (IDXX) | 0.2 | $77M | -4% | 176k | 437.27 |
|
Morgan Stanley (MS) | 0.2 | $71M | -8% | 867k | 81.67 |
|
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.2 | $71M | -4% | 1.1M | 63.50 |
|
Global X Fds us infr dev (PAVE) | 0.2 | $70M | +23% | 2.3M | 30.38 |
|
Ameriprise Financial (AMP) | 0.2 | $70M | 211k | 329.68 |
|
|
Gartner (IT) | 0.2 | $69M | +52% | 201k | 343.61 |
|
Monolithic Power Systems (MPWR) | 0.2 | $68M | -5% | 147k | 462.00 |
|
Amgen (AMGN) | 0.2 | $67M | -5% | 250k | 268.76 |
|
Asml Holding (ASML) | 0.2 | $67M | -3% | 113k | 588.66 |
|
Iron Mountain (IRM) | 0.2 | $65M | -11% | 1.1M | 59.45 |
|
iShares Gold Trust (IAU) | 0.2 | $65M | +4% | 1.9M | 34.99 |
|
International Business Machines (IBM) | 0.2 | $64M | -10% | 459k | 140.30 |
|
Procter & Gamble Company (PG) | 0.2 | $64M | -4% | 441k | 145.86 |
|
Exxon Mobil Corporation (XOM) | 0.2 | $64M | -2% | 546k | 117.58 |
|
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $64M | -3% | 700k | 91.35 |
|
Intuit (INTU) | 0.1 | $63M | +29% | 124k | 510.94 |
|
Crowdstrike Hldgs Inc Cl A Cl A (CRWD) | 0.1 | $63M | +32% | 378k | 167.38 |
|
Cadence Design Systems (CDNS) | 0.1 | $63M | -22% | 269k | 234.30 |
|
Ubs Ag London Brh etracs aler m (MLPB) | 0.1 | $62M | 2.9M | 21.25 |
|
|
Hubspot (HUBS) | 0.1 | $61M | +48% | 123k | 492.50 |
|
Dick's Sporting Goods (DKS) | 0.1 | $60M | -7% | 551k | 108.58 |
|
Parker-Hannifin Corporation (PH) | 0.1 | $60M | -7% | 153k | 389.52 |
|
Advanced Micro Devices (AMD) | 0.1 | $59M | -6% | 578k | 102.82 |
|
Agilent Technologies Inc C ommon (A) | 0.1 | $59M | +49% | 529k | 111.82 |
|
Alcon (ALC) | 0.1 | $59M | -32% | 765k | 77.28 |
|
Plains All American Pipeline (PAA) | 0.1 | $56M | -15% | 3.7M | 15.32 |
|
Broadcom (AVGO) | 0.1 | $56M | -2% | 67k | 830.58 |
|
Datadog Inc Cl A (DDOG) | 0.1 | $54M | +11% | 598k | 91.09 |
|
AutoZone (AZO) | 0.1 | $54M | -31% | 21k | 2539.99 |
|
Williams Companies (WMB) | 0.1 | $54M | -10% | 1.6M | 33.69 |
|
Hdfc Bank Ads (HDB) | 0.1 | $54M | +3% | 909k | 59.01 |
|
Ftai Aviation (FTAI) | 0.1 | $53M | NEW | 1.5M | 35.55 |
|
Live Nation Entertainment (LYV) | 0.1 | $52M | -5% | 621k | 83.04 |
|
AmerisourceBergen (COR) | 0.1 | $52M | +10% | 286k | 179.97 |
|
Align Technology (ALGN) | 0.1 | $52M | 169k | 305.32 |
|
|
Yum China Holdings (YUMC) | 0.1 | $51M | +3% | 910k | 55.72 |
|
Chubb (CB) | 0.1 | $50M | +4% | 240k | 208.18 |
|
Brookfield Infrastructure (BIPC) | 0.1 | $50M | -2% | 1.4M | 35.34 |
|
Ross Stores (ROST) | 0.1 | $50M | +80% | 441k | 112.95 |
|
Novartis Adr (NVS) | 0.1 | $49M | 485k | 101.86 |
|
|
Veeva Sys Inc cl a (VEEV) | 0.1 | $49M | 239k | 203.45 |
|
|
Globant S A (GLOB) | 0.1 | $48M | 245k | 197.85 |
|
|
The Trade Desk Inc Com Cl A Cl A (TTD) | 0.1 | $47M | +47% | 603k | 78.15 |
|
Nextera Energy Partners (NEP) | 0.1 | $46M | +13% | 1.6M | 29.70 |
|
Tractor Supply Company (TSCO) | 0.1 | $46M | 226k | 203.05 |
|
|
Msci (MSCI) | 0.1 | $45M | 88k | 513.08 |
|
|
Western Midstream Partners (WES) | 0.1 | $45M | 1.6M | 27.23 |
|
|
Wal-Mart Stores (WMT) | 0.1 | $45M | -5% | 279k | 159.93 |
|
Brookfield Infrastructure Part (BIP) | 0.1 | $44M | -18% | 1.5M | 29.40 |
|
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $43M | -3% | 1.1M | 37.95 |
|
Vanguard Total Stock Market ETF (VTI) | 0.1 | $40M | -42% | 189k | 212.41 |
|
NuStar Energy (NS) | 0.1 | $40M | +9083% | 2.3M | 17.44 |
|
Oracle Corporation (ORCL) | 0.1 | $40M | -5% | 379k | 105.92 |
|
Sba Communications Corp New Cl A Cl A (SBAC) | 0.1 | $40M | 200k | 200.17 |
|
|
Hubbell (HUBB) | 0.1 | $40M | 127k | 313.41 |
|
|
Ansys (ANSS) | 0.1 | $40M | 133k | 297.55 |
|
|
NetScout Systems (NTCT) | 0.1 | $40M | -46% | 1.4M | 28.02 |
|
First Trust NASDAQ Clean Edge Green (QCLN) | 0.1 | $39M | +20% | 925k | 42.63 |
|
Ametek (AME) | 0.1 | $39M | 266k | 147.76 |
|
|
Alibaba Group Hldg Ads (BABA) | 0.1 | $39M | 452k | 86.74 |
|
|
Marriott Intl Inc New Cl A Cl A (MAR) | 0.1 | $39M | 199k | 196.56 |
|
|
Shell Plc Spon Ads Ads (SHEL) | 0.1 | $39M | +3% | 607k | 64.38 |
|
Medtronic (MDT) | 0.1 | $39M | 497k | 78.36 |
|
|
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $39M | 97k | 399.45 |
|
|
IDEX Corporation (IEX) | 0.1 | $39M | 186k | 208.02 |
|
|
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $39M | +101% | 289k | 133.28 |
|
Robert Half International (RHI) | 0.1 | $39M | -13% | 525k | 73.28 |
|
Sitio Royalties Cl A Ord (STR) | 0.1 | $38M | +20% | 1.6M | 24.21 |
|
Elf Beauty (ELF) | 0.1 | $38M | -5% | 343k | 109.83 |
|
Banco Santander Adr (SAN) | 0.1 | $38M | +3% | 10M | 3.76 |
|
Aon Plc Shs Cl A Cl A (AON) | 0.1 | $37M | +3% | 115k | 324.22 |
|
Illinois Tool Works (ITW) | 0.1 | $37M | 161k | 230.31 |
|
|
FleetCor Technologies (FLT) | 0.1 | $37M | -2% | 145k | 255.34 |
|
Coca-Cola Company (KO) | 0.1 | $37M | -4% | 654k | 55.98 |
|
Xcel Energy (XEL) | 0.1 | $36M | -25% | 636k | 57.22 |
|
Copart (CPRT) | 0.1 | $36M | +122% | 844k | 43.09 |
|
Lowe's Companies (LOW) | 0.1 | $35M | -3% | 170k | 207.84 |
|
Brookfield Renewable energy partners lpu (BEP) | 0.1 | $35M | -21% | 1.6M | 21.74 |
|
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 |
|
ResMed (RMD) | 0.1 | $34M | 233k | 147.87 |
|
|
4068594 Enphase Energy (ENPH) | 0.1 | $34M | -42% | 283k | 120.15 |
|
Taiwan Semiconductor Mfg Ads (TSM) | 0.1 | $34M | +2% | 388k | 86.90 |
|
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 |
|
Starbucks Corporation (SBUX) | 0.1 | $33M | -4% | 364k | 91.27 |
|
Canadian Natl Ry (CNI) | 0.1 | $33M | 303k | 108.33 |
|
|
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $33M | -7% | 92k | 358.27 |
|
Ferrari Nv Ord (RACE) | 0.1 | $33M | -40% | 110k | 295.63 |
|
Sunnova Energy International (NOVA) | 0.1 | $32M | +40% | 3.1M | 10.47 |
|
McDonald's Corporation (MCD) | 0.1 | $32M | -4% | 121k | 263.44 |
|
Crown Holdings (CCK) | 0.1 | $32M | 361k | 88.48 |
|
|
Alnylam Pharmaceuticals (ALNY) | 0.1 | $31M | 174k | 177.10 |
|
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American Express Company (AXP) | 0.1 | $31M | -2% | 206k | 149.19 |
|
Ingersoll Rand (IR) | 0.1 | $31M | 478k | 63.72 |
|
|
Diamondback Energy (FANG) | 0.1 | $30M | 193k | 154.88 |
|
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Solaredge Technologies (SEDG) | 0.1 | $30M | +55% | 231k | 129.51 |
|
Bhp Group Ads (BHP) | 0.1 | $30M | +2% | 522k | 56.88 |
|
Waste Connections (WCN) | 0.1 | $30M | 220k | 134.30 |
|
|
United Rentals (URI) | 0.1 | $30M | +6% | 66k | 444.57 |
|
Colgate-Palmolive Company (CL) | 0.1 | $29M | -30% | 413k | 71.11 |
|
Charles River Laboratories (CRL) | 0.1 | $29M | 146k | 195.98 |
|
|
Keysight Technologies (KEYS) | 0.1 | $28M | 214k | 132.31 |
|
|
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $28M | -15% | 297k | 94.33 |
|
Five Below (FIVE) | 0.1 | $28M | 173k | 160.90 |
|
|
Us Foods Hldg Corp call (USFD) | 0.1 | $27M | 687k | 39.70 |
|
|
Sprouts Fmrs Mkt (SFM) | 0.1 | $27M | 635k | 42.80 |
|
|
Fomento Economico Mexicano SAB (FMX) | 0.1 | $27M | -9% | 244k | 109.15 |
|
PerkinElmer (RVTY) | 0.1 | $26M | +68% | 234k | 110.70 |
|
Delphi Automotive Inc international (APTV) | 0.1 | $26M | 261k | 98.59 |
|
|
Tradeweb Mkts Inc Cl A Cl A (TW) | 0.1 | $26M | 320k | 80.20 |
|
|
iShares Russell 1000 Value Index (IWD) | 0.1 | $25M | 167k | 151.82 |
|
|
Lloyds Banking Group Adr (LYG) | 0.1 | $25M | +3% | 12M | 2.13 |
|
Dominion Resources (D) | 0.1 | $25M | -33% | 564k | 44.67 |
|
Sony Group Corp Adr (SONY) | 0.1 | $25M | 303k | 82.41 |
|
|
Paylocity Holding Corporation (PCTY) | 0.1 | $25M | +2143% | 136k | 181.70 |
|
United Parcel Service Inc Cl B CL B (UPS) | 0.1 | $25M | -2% | 158k | 155.87 |
|
Equinor Asa Adr (EQNR) | 0.1 | $25M | +2% | 751k | 32.79 |
|
KLA-Tencor Corporation (KLAC) | 0.1 | $24M | 53k | 458.66 |
|
|
Euronet Worldwide (EEFT) | 0.1 | $24M | +3% | 306k | 79.38 |
|
Berry Plastics (BERY) | 0.1 | $24M | 392k | 61.91 |
|
|
Regal-beloit Corporation (RRX) | 0.1 | $24M | 170k | 142.88 |
|
|
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.1 | $24M | 238k | 101.33 |
|
|
Transunion (TRU) | 0.1 | $24M | 336k | 71.79 |
|
|
Tesla Motors (TSLA) | 0.1 | $24M | -2% | 96k | 250.22 |
|
CMS Energy Corporation (CMS) | 0.1 | $24M | +10% | 449k | 53.11 |
|
Diageo (DEO) | 0.1 | $24M | 159k | 149.18 |
|
|
Floor & Decor Hldgs Inc Cl A Cl A (FND) | 0.1 | $24M | 262k | 90.50 |
|
|
iShares S&P MidCap 400 Index (IJH) | 0.1 | $24M | 95k | 249.35 |
|
|
Livent Corp | 0.1 | $24M | +12% | 1.3M | 18.41 |
|
Nike Inc Cl B CL B (NKE) | 0.1 | $23M | -9% | 243k | 95.62 |
|
Dt Midstream (DTM) | 0.1 | $23M | -36% | 438k | 52.92 |
|
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 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
- CIBC Private Wealth Group 2021 Q1 filed May 12, 2021