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, V, and represent 18.17% of CIBC Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: WEC (+$109M), NEE (+$105M), WDAY (+$100M), LNG (+$99M), PFE (+$94M), DIS (+$72M), PH (+$63M), HD (+$53M), UNP (+$53M), EQIX (+$51M).
- Started 54 new stock positions in ELF, EXTR, BMO, FROG, HLMN, INMD, VGR, SMCI, VYMI, S.
- Reduced shares in these 10 stocks: Schwab Charles Family (-$315M), RUN (-$208M), Ritchie Bros. Auctioneers Inco (-$186M), SYK (-$88M), MDLZ (-$69M), CDW (-$56M), COST (-$54M), EOG (-$48M), ZTS (-$46M), SNPS (-$44M).
- Sold out of its positions in AMLP, ARKK, AEM, BUD, BECN, BWA, CLMT, Canadian Pacific Railway, CHDN, DFUV.
- CIBC Private Wealth Group was a net buyer of stock by $757M.
- CIBC Private Wealth Group has $46B in assets under management (AUM), dropping by 2.40%.
- Central Index Key (CIK): 0001298088
Tip: Access up to 7 years of quarterly data
Positions held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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.
- Sign up to view all of the CIBC Private Wealth Group June 30, 2023 positions
- Download the CIBC Private Wealth Group June 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $2.6B | 7.6M | 340.54 |
|
|
| Apple (AAPL) | 5.0 | $2.3B | 12M | 193.97 |
|
|
| Amazon (AMZN) | 3.3 | $1.5B | 12M | 130.36 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $1.0B | 8.4M | 119.70 |
|
|
| Visa (V) | 2.0 | $905M | 3.8M | 237.48 |
|
|
| UnitedHealth (UNH) | 1.6 | $733M | 1.5M | 480.64 |
|
|
| AstraZeneca (AZN) | 1.6 | $714M | 10M | 71.57 |
|
|
| Alphabet Inc Class C cs (GOOG) | 1.5 | $665M | 5.5M | 120.97 |
|
|
| Nextera Energy (NEE) | 1.4 | $660M | +18% | 8.9M | 74.20 |
|
| Home Depot (HD) | 1.4 | $619M | +9% | 2.0M | 310.64 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $586M | -2% | 6.3M | 92.97 |
|
| S&p Global (SPGI) | 1.3 | $575M | 1.4M | 400.89 |
|
|
| Abbott Laboratories (ABT) | 1.3 | $574M | +2% | 5.3M | 109.02 |
|
| Old Dominion Freight Line (ODFL) | 1.1 | $525M | +2% | 1.4M | 369.75 |
|
| Danaher Corporation (DHR) | 1.1 | $517M | 2.2M | 240.00 |
|
|
| Roper Industries (ROP) | 1.1 | $509M | 1.1M | 480.80 |
|
|
| Honeywell International (HON) | 1.1 | $496M | 2.4M | 207.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $493M | 3.4M | 145.44 |
|
|
| Martin Marietta Materials (MLM) | 1.1 | $483M | 1.0M | 461.69 |
|
|
| Raytheon Technologies Corp (RTX) | 1.0 | $474M | 4.8M | 97.96 |
|
|
| Cisco Systems (CSCO) | 1.0 | $473M | 9.1M | 51.74 |
|
|
| salesforce (CRM) | 0.9 | $430M | 2.0M | 211.26 |
|
|
| Linde (LIN) | 0.9 | $417M | 1.1M | 381.08 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.9 | $400M | 818k | 488.99 |
|
|
| Pepsi (PEP) | 0.9 | $399M | 2.2M | 185.22 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $385M | +5% | 821k | 468.98 |
|
| TJX Companies (TJX) | 0.8 | $372M | +3% | 4.4M | 84.79 |
|
| Union Pacific Corporation (UNP) | 0.8 | $365M | +16% | 1.8M | 204.62 |
|
| Pioneer Natural Resources (PXD) | 0.8 | $363M | 1.8M | 207.18 |
|
|
| Thermo Fisher Scientific (TMO) | 0.8 | $356M | 682k | 521.75 |
|
|
| American Tower Reit (AMT) | 0.8 | $351M | -6% | 1.8M | 193.94 |
|
| Metropcs Communications (TMUS) | 0.7 | $333M | -2% | 2.4M | 138.90 |
|
| Analog Devices (ADI) | 0.7 | $329M | 1.7M | 194.81 |
|
|
| Enterprise Products Partners (EPD) | 0.7 | $323M | +10% | 12M | 26.35 |
|
| Jack Henry & Associates (JKHY) | 0.7 | $321M | 1.9M | 167.33 |
|
|
| Palo Alto Networks (PANW) | 0.7 | $315M | -4% | 1.2M | 255.51 |
|
| MasterCard Incorporated (MA) | 0.7 | $314M | +5% | 797k | 393.30 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $308M | -14% | 573k | 538.38 |
|
| Otis Worldwide Corp (OTIS) | 0.7 | $308M | 3.5M | 89.01 |
|
|
| Intercontinental Exchange (ICE) | 0.7 | $308M | 2.7M | 113.08 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.7 | $302M | -13% | 1.8M | 172.21 |
|
| Fiserv (FI) | 0.7 | $300M | 2.4M | 126.15 |
|
|
| Cme (CME) | 0.7 | $297M | +5% | 1.6M | 185.29 |
|
| Te Connectivity Ltd for (TEL) | 0.6 | $296M | 2.1M | 140.16 |
|
|
| Vici Pptys (VICI) | 0.6 | $293M | +4% | 9.3M | 31.43 |
|
| Walt Disney Company (DIS) | 0.6 | $291M | +32% | 3.3M | 89.28 |
|
| Chevron Corporation (CVX) | 0.6 | $287M | +3% | 1.8M | 157.35 |
|
| Prologis (PLD) | 0.6 | $281M | +6% | 2.3M | 122.63 |
|
| Qualcomm (QCOM) | 0.6 | $276M | 2.3M | 119.04 |
|
|
| Iqvia Holdings (IQV) | 0.6 | $267M | 1.2M | 224.77 |
|
|
| Stryker Corporation (SYK) | 0.6 | $261M | -25% | 855k | 305.09 |
|
| Alps Etf Tr clean energy (ACES) | 0.6 | $258M | -6% | 5.7M | 45.18 |
|
| Microchip Technology (MCHP) | 0.6 | $253M | +12% | 2.8M | 89.59 |
|
| ConocoPhillips (COP) | 0.5 | $243M | 2.3M | 103.61 |
|
|
| Mondelez Int (MDLZ) | 0.5 | $243M | -22% | 3.3M | 72.94 |
|
| Cheniere Energy (LNG) | 0.5 | $235M | +73% | 1.5M | 152.36 |
|
| Barclays Bk Plc fund (ATMP) | 0.5 | $229M | 12M | 19.92 |
|
|
| Vanguard S&p 500 Etf idx (VOO) | 0.5 | $228M | +2% | 559k | 407.28 |
|
| Vanguard Mid-Cap ETF (VO) | 0.5 | $227M | +12% | 1.0M | 220.16 |
|
| Automatic Data Processing (ADP) | 0.5 | $220M | +2% | 1.0M | 219.79 |
|
| Anthem (ELV) | 0.5 | $214M | -14% | 482k | 444.29 |
|
| Energy Transfer Equity (ET) | 0.5 | $210M | 17M | 12.70 |
|
|
| BlackRock (BLK) | 0.5 | $210M | 304k | 691.14 |
|
|
| iShares S&P 500 Index (IVV) | 0.4 | $195M | 439k | 445.71 |
|
|
| U.S. Bancorp (USB) | 0.4 | $189M | 5.7M | 33.04 |
|
|
| Dollar General (DG) | 0.4 | $186M | 1.1M | 169.78 |
|
|
| Vanguard Value ETF (VTV) | 0.4 | $186M | -18% | 1.3M | 142.10 |
|
| Johnson & Johnson (JNJ) | 0.4 | $184M | +7% | 1.1M | 165.52 |
|
| Ares Management Corporation cl a com stk (ARES) | 0.4 | $182M | 1.9M | 96.35 |
|
|
| Icon (ICLR) | 0.4 | $176M | +28% | 704k | 250.20 |
|
| Vanguard Small-Cap ETF (VB) | 0.4 | $176M | +6% | 884k | 198.89 |
|
| L3harris Technologies (LHX) | 0.4 | $176M | +2% | 898k | 195.77 |
|
| PNC Financial Services (PNC) | 0.4 | $174M | -2% | 1.4M | 125.95 |
|
| Chipotle Mexican Grill (CMG) | 0.4 | $168M | 79k | 2139.00 |
|
|
| Jp Morgan Alerian Mlp Index (AMJ) | 0.4 | $166M | 7.3M | 22.91 |
|
|
| iShares Russell Midcap Index Fund (IWR) | 0.4 | $166M | 2.3M | 73.03 |
|
|
| Intuitive Surgical (ISRG) | 0.4 | $164M | +3% | 479k | 341.94 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $159M | 376k | 423.02 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $158M | -2% | 2.8M | 56.68 |
|
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $156M | +3% | 566k | 275.18 |
|
| J P Morgan Exchange-traded F (JEPI) | 0.3 | $153M | +17% | 2.8M | 55.33 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $149M | +2% | 3.7M | 40.68 |
|
| Pfizer (PFE) | 0.3 | $143M | +192% | 3.9M | 36.68 |
|
| Cintas Corporation (CTAS) | 0.3 | $136M | +15% | 274k | 497.08 |
|
| Merck & Co (MRK) | 0.3 | $135M | +2% | 1.2M | 115.39 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $135M | +3% | 749k | 180.02 |
|
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $135M | +2% | 2.9M | 46.18 |
|
| Facebook Inc cl a (META) | 0.3 | $134M | +50% | 467k | 286.98 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $134M | +3% | 504k | 265.52 |
|
| Fidelity National Information Services (FIS) | 0.3 | $132M | 2.4M | 54.70 |
|
|
| Berkshire Hathaway (BRK.B) | 0.3 | $132M | +2% | 386k | 341.00 |
|
| Equinix (EQIX) | 0.3 | $131M | +64% | 167k | 783.94 |
|
| Amphenol Corporation (APH) | 0.3 | $129M | +16% | 1.5M | 84.95 |
|
| Entegris (ENTG) | 0.3 | $123M | +14% | 1.1M | 110.82 |
|
| Abbvie (ABBV) | 0.3 | $122M | +2% | 904k | 134.73 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $122M | 136k | 894.17 |
|
|
| CoStar (CSGP) | 0.3 | $115M | +11% | 1.3M | 89.00 |
|
| Magellan Midstream Partners (MMP) | 0.3 | $115M | +22% | 1.8M | 62.32 |
|
| Edwards Lifesciences (EW) | 0.2 | $113M | +5% | 1.2M | 94.33 |
|
| Wec Energy Group (WEC) | 0.2 | $112M | +3406% | 1.3M | 88.24 |
|
| MercadoLibre (MELI) | 0.2 | $112M | +67% | 94k | 1184.60 |
|
| Brookfield Renewable Corp (BEPC) | 0.2 | $110M | -2% | 3.5M | 31.52 |
|
| iShares Russell 2000 Index (IWM) | 0.2 | $104M | 555k | 187.27 |
|
|
| Workday Inc cl a (WDAY) | 0.2 | $104M | +2572% | 459k | 225.89 |
|
| Brown & Brown (BRO) | 0.2 | $103M | +3% | 1.5M | 68.84 |
|
| AvalonBay Communities (AVB) | 0.2 | $101M | 533k | 189.27 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.2 | $99M | 223k | 443.28 |
|
|
| Targa Res Corp (TRGP) | 0.2 | $99M | 1.3M | 76.10 |
|
|
| Oneok (OKE) | 0.2 | $98M | +4% | 1.6M | 61.72 |
|
| Comcast Corporation (CMCSA) | 0.2 | $95M | +2% | 2.3M | 41.55 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $94M | +7% | 2.8M | 33.65 |
|
| Alcon (ALC) | 0.2 | $93M | +2% | 1.1M | 82.11 |
|
| Accenture (ACN) | 0.2 | $93M | +2% | 300k | 308.58 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $92M | +2% | 184k | 502.23 |
|
| Goldman Sachs (GS) | 0.2 | $90M | +2% | 279k | 322.54 |
|
| iShares Russell 1000 Index (IWB) | 0.2 | $90M | 369k | 243.74 |
|
|
| Kinsale Cap Group (KNSL) | 0.2 | $89M | +7% | 239k | 374.20 |
|
| Mplx (MPLX) | 0.2 | $89M | 2.6M | 33.94 |
|
|
| Broadridge Financial Solutions (BR) | 0.2 | $89M | +4% | 536k | 165.63 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $88M | 1.2M | 72.50 |
|
|
| Asml Holding (ASML) | 0.2 | $86M | +27% | 118k | 724.75 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $84M | +8% | 156k | 540.23 |
|
| NetScout Systems (NTCT) | 0.2 | $82M | +17% | 2.7M | 30.95 |
|
| 4068594 Enphase Energy (ENPH) | 0.2 | $82M | +38% | 487k | 167.48 |
|
| Cadence Design Systems (CDNS) | 0.2 | $81M | +42% | 346k | 234.52 |
|
| Morgan Stanley (MS) | 0.2 | $81M | -28% | 944k | 85.40 |
|
| Nextera Energy Partners (NEP) | 0.2 | $81M | +2% | 1.4M | 58.64 |
|
| Dick's Sporting Goods (DKS) | 0.2 | $79M | 597k | 132.19 |
|
|
| AutoZone (AZO) | 0.2 | $78M | +39% | 31k | 2493.36 |
|
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.2 | $77M | 1.2M | 66.44 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $73M | 330k | 220.28 |
|
|
| Iron Mountain (IRM) | 0.2 | $71M | +5% | 1.3M | 56.82 |
|
| Advanced Micro Devices (AMD) | 0.2 | $71M | +2% | 619k | 113.91 |
|
| Ameriprise Financial (AMP) | 0.2 | $70M | +36% | 212k | 332.16 |
|
| Procter & Gamble Company (PG) | 0.2 | $70M | +17% | 463k | 151.74 |
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $70M | 722k | 96.63 |
|
|
| International Business Machines (IBM) | 0.1 | $68M | +2% | 511k | 133.81 |
|
| Brookfield Infrastructure Part (BIP) | 0.1 | $67M | +32% | 1.8M | 36.50 |
|
| Brookfield Infrastructure (BIPC) | 0.1 | $66M | -2% | 1.5M | 45.58 |
|
| Howmet Aerospace (HWM) | 0.1 | $65M | +177% | 1.3M | 49.56 |
|
| iShares Gold Trust (IAU) | 0.1 | $65M | +25% | 1.8M | 36.39 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $65M | +3970% | 165k | 390.04 |
|
| Plains All American Pipeline (PAA) | 0.1 | $61M | -14% | 4.3M | 14.10 |
|
| Brookfield Renewable energy partners lpu (BEP) | 0.1 | $61M | +20% | 2.1M | 29.49 |
|
| HDFC Bank (HDB) | 0.1 | $61M | +2% | 877k | 69.70 |
|
| Align Technology (ALGN) | 0.1 | $60M | +65% | 170k | 353.64 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $60M | -15% | 184k | 325.21 |
|
| Live Nation Entertainment (LYV) | 0.1 | $60M | +15% | 658k | 91.11 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $60M | 559k | 107.25 |
|
|
| Broadcom (AVGO) | 0.1 | $60M | +74% | 69k | 867.43 |
|
| Global X Fds us infr dev (PAVE) | 0.1 | $59M | +54% | 1.9M | 31.43 |
|
| Ubs Ag London Brh etracs aler m (MLPB) | 0.1 | $59M | 2.9M | 19.87 |
|
|
| Williams Companies (WMB) | 0.1 | $59M | 1.8M | 32.63 |
|
|
| Amgen (AMGN) | 0.1 | $58M | 263k | 222.02 |
|
|
| Waste Management (WM) | 0.1 | $55M | -2% | 318k | 173.42 |
|
| Datadog Inc Cl A (DDOG) | 0.1 | $53M | +59% | 537k | 98.38 |
|
| Xcel Energy (XEL) | 0.1 | $53M | -21% | 849k | 62.17 |
|
| ResMed (RMD) | 0.1 | $51M | +58% | 234k | 218.50 |
|
| Yum China Holdings (YUMC) | 0.1 | $50M | +4% | 881k | 56.50 |
|
| AmerisourceBergen (ABC) | 0.1 | $50M | +128% | 258k | 192.43 |
|
| Dex (DXCM) | 0.1 | $49M | +6232% | 384k | 128.51 |
|
| Tractor Supply Company (TSCO) | 0.1 | $49M | +39% | 223k | 221.10 |
|
| Novartis (NVS) | 0.1 | $49M | +14% | 482k | 100.91 |
|
| Oracle Corporation (ORCL) | 0.1 | $48M | 402k | 119.09 |
|
|
| Veeva Sys Inc cl a (VEEV) | 0.1 | $47M | +75% | 239k | 197.73 |
|
| Sba Communications Corp (SBAC) | 0.1 | $47M | -34% | 202k | 231.76 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $46M | -27% | 1.2M | 39.56 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $46M | -46% | 98k | 470.60 |
|
| Wal-Mart Stores (WMT) | 0.1 | $46M | 294k | 157.18 |
|
|
| Gartner (IT) | 0.1 | $46M | 132k | 350.31 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $46M | 598k | 77.04 |
|
|
| Robert Half International (RHI) | 0.1 | $46M | -24% | 610k | 75.22 |
|
| Medtronic (MDT) | 0.1 | $45M | +15% | 506k | 88.10 |
|
| Chubb (CB) | 0.1 | $45M | +11% | 231k | 192.56 |
|
| Ansys (ANSS) | 0.1 | $44M | +41% | 134k | 330.27 |
|
| Hubspot (HUBS) | 0.1 | $44M | +90% | 83k | 532.09 |
|
| Dominion Resources (D) | 0.1 | $44M | -25% | 851k | 51.79 |
|
| Intuit (INTU) | 0.1 | $44M | +3% | 96k | 458.19 |
|
| Globant S A (GLOB) | 0.1 | $44M | NEW | 242k | 179.72 |
|
| Ametek (AME) | 0.1 | $43M | +38% | 267k | 161.88 |
|
| Western Midstream Partners (WES) | 0.1 | $43M | -5% | 1.6M | 26.52 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $43M | +149% | 353k | 120.25 |
|
| Hubbell (HUBB) | 0.1 | $42M | +35% | 128k | 331.56 |
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $42M | +1251% | 285k | 146.87 |
|
| Elf Beauty (ELF) | 0.1 | $41M | NEW | 362k | 114.23 |
|
| Coca-Cola Company (KO) | 0.1 | $41M | +3% | 686k | 60.22 |
|
| Msci (MSCI) | 0.1 | $41M | +40% | 87k | 469.29 |
|
| Illinois Tool Works (ITW) | 0.1 | $41M | +2% | 163k | 250.16 |
|
| IDEX Corporation (IEX) | 0.1 | $41M | +61% | 188k | 215.26 |
|
| Sunnova Energy International (NOVA) | 0.1 | $40M | -32% | 2.2M | 18.31 |
|
| Solaredge Technologies (SEDG) | 0.1 | $40M | +5% | 149k | 269.05 |
|
| Lowe's Companies (LOW) | 0.1 | $40M | 175k | 225.70 |
|
|
| First Trust NASDAQ Clean Edge Green (QCLN) | 0.1 | $39M | +14% | 768k | 51.16 |
|
| Aon Plc Shs Cl A Shs Cl A (AON) | 0.1 | $38M | -15% | 111k | 345.20 |
|
| McDonald's Corporation (MCD) | 0.1 | $38M | 128k | 298.41 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $38M | 378k | 100.92 |
|
|
| Alibaba Group Holding (BABA) | 0.1 | $38M | +3% | 454k | 83.35 |
|
| Starbucks Corporation (SBUX) | 0.1 | $38M | -17% | 381k | 99.06 |
|
| FleetCor Technologies (FLT) | 0.1 | $37M | +32% | 148k | 251.08 |
|
| Monster Beverage Corp (MNST) | 0.1 | $37M | +40% | 643k | 57.44 |
|
| Marriott International (MAR) | 0.1 | $37M | +40% | 200k | 183.69 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $37M | +5% | 99k | 369.42 |
|
| EOG Resources (EOG) | 0.1 | $37M | -56% | 320k | 114.44 |
|
| American Express Company (AXP) | 0.1 | $37M | -10% | 210k | 174.20 |
|
| Canadian Natl Ry (CNI) | 0.1 | $36M | +4% | 300k | 121.07 |
|
| Keysight Technologies (KEYS) | 0.1 | $36M | +6% | 215k | 167.45 |
|
| Banco Santander (SAN) | 0.1 | $36M | +3% | 9.7M | 3.71 |
|
| Avantor (AVTR) | 0.1 | $36M | +43% | 1.7M | 20.54 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $36M | +2% | 589k | 60.38 |
|
| Treace Med Concepts (TMCI) | 0.1 | $35M | 1.4M | 25.58 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $35M | -4% | 351k | 99.65 |
|
| Copart (CPRT) | 0.1 | $35M | +95% | 380k | 91.21 |
|
| Euronet Worldwide (EEFT) | 0.1 | $35M | 295k | 117.37 |
|
|
| Dt Midstream (DTM) | 0.1 | $35M | 696k | 49.57 |
|
|
| Five Below (FIVE) | 0.1 | $34M | +42% | 175k | 196.54 |
|
| Dynatrace (DT) | 0.1 | $34M | +40% | 667k | 51.47 |
|
| Sitio Royalties Cl A Ord (STR) | 0.1 | $34M | -15% | 1.3M | 26.27 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $33M | +44% | 175k | 189.94 |
|
| Trade Desk (TTD) | 0.1 | $32M | +5840% | 410k | 77.22 |
|
| Waste Connections (WCN) | 0.1 | $32M | +44% | 221k | 142.93 |
|
| Humana (HUM) | 0.1 | $32M | +41% | 71k | 447.13 |
|
| Ingersoll Rand (IR) | 0.1 | $31M | +42% | 481k | 65.36 |
|
| Crown Holdings (CCK) | 0.1 | $31M | +38% | 362k | 86.87 |
|
| Livent Corp (LTHM) | 0.1 | $31M | -17% | 1.1M | 27.43 |
|
| Charles River Laboratories (CRL) | 0.1 | $31M | +42% | 147k | 210.25 |
|
| Intercontinental Hotels Group (IHG) | 0.1 | $31M | +2% | 435k | 70.45 |
|
| BHP Billiton (BHP) | 0.1 | $30M | +2% | 510k | 59.67 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $30M | +45% | 690k | 44.00 |
|
| Toyota Motor Corporation (TM) | 0.1 | $30M | +4% | 187k | 160.75 |
|
| Fomento Economico Mexicano SAB (FMX) | 0.1 | $30M | +5% | 271k | 110.84 |
|
| Nike (NKE) | 0.1 | $30M | 269k | 110.37 |
|
|
| United Parcel Service (UPS) | 0.1 | $29M | +38% | 162k | 179.25 |
|
| Clearway Energy Inc cl c (CWEN) | 0.1 | $29M | +34% | 1.0M | 28.56 |
|
| FMC Corporation (FMC) | 0.1 | $29M | +38% | 275k | 104.34 |
|
| American Electric Power Company (AEP) | 0.1 | $28M | +36% | 330k | 84.20 |
|
| United Rentals (URI) | 0.1 | $28M | -53% | 62k | 445.37 |
|
| Marvell Technology (MRVL) | 0.1 | $28M | +40% | 464k | 59.78 |
|
| Floor & Decor Hldgs Inc cl a (FND) | 0.1 | $27M | +44% | 264k | 103.96 |
|
| Ross Stores (ROST) | 0.1 | $27M | +35% | 244k | 112.13 |
|
| Diageo (DEO) | 0.1 | $27M | +2% | 158k | 173.48 |
|
| Sony Corporation (SONY) | 0.1 | $27M | +2% | 301k | 90.04 |
|
| Delphi Automotive Inc international (APTV) | 0.1 | $27M | +28% | 262k | 102.09 |
|
| iShares Russell 1000 Value Index (IWD) | 0.1 | $27M | -2% | 169k | 157.83 |
|
| Transunion (TRU) | 0.1 | $27M | +32% | 339k | 78.33 |
|
| Regal-beloit Corporation (RRX) | 0.1 | $26M | +43% | 172k | 153.90 |
|
| Ecolab (ECL) | 0.1 | $26M | -3% | 139k | 186.69 |
|
| Tesla Motors (TSLA) | 0.1 | $26M | 99k | 261.77 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $26M | +40% | 53k | 485.02 |
|
| Diamondback Energy (FANG) | 0.1 | $26M | -12% | 195k | 131.36 |
|
| Lloyds TSB (LYG) | 0.1 | $25M | -23% | 12M | 2.20 |
|
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 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
- CIBC Private Wealth Group 2020 Q4 filed Feb. 12, 2021
- CIBC Private Wealth Group 2020 Q3 restated filed Nov. 3, 2020
- CIBC Private Wealth Group 2020 Q3 filed Oct. 29, 2020