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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+2.59%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$55.2B
AUM Growth
-$647M
Cap. Flow
-$1.44B
Cap. Flow %
-2.6%
Top 10 Hldgs %
29.79%
Holding
3,256
New
144
Increased
777
Reduced
1,152
Closed
285

Top Buys

Rank Stock Value
1
MNST icon
Monster Beverage
MNST
+$224M
2
WDAY icon
Workday
WDAY
+$190M
3
ELV icon
Elevance Health
ELV
+$137M
4
MNDY icon
monday.com
MNDY
+$112M
5
PLD icon
Prologis
PLD
+$111M

Top Sells

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$260M
2
EW icon
Edwards Lifesciences
EW
+$161M
3
HON icon
Honeywell
HON
+$134M
4
ZETA icon
Zeta Global
ZETA
+$134M
5
HD icon
Home Depot
HD
+$127M

Sector Composition

Rank Sector Weight
1 Technology 27.16%
2 Financials 12.64%
3 Healthcare 10.21%
4 Industrials 9.99%
5 Consumer Discretionary 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALGN icon
226
Align Technology
ALGN
$12B
$31.1M 0.06%
144,375
-16,703
-10% -$3.73M
NTCT icon
227
NETSCOUT
NTCT
$2.91B
$30.8M 0.06%
1,417,716
+5,176
+0.4% +$112K
CRWD icon
228
CrowdStrike
CRWD
$183B
$30.8M 0.06%
343,112
-8,496
-2% -$706K
CNI icon
229
Canadian National Railway
CNI
$78B
$30.6M 0.06%
298,711
-13,796
-4% -$1.51M
PINS icon
230
Pinterest
PINS
$13.2B
$30.5M 0.06%
988,403
+173,848
+21% +$5.46M
SAIA icon
231
Saia
SAIA
$11.2B
$30.1M 0.05%
67,172
-1,754
-3% -$868K
BHP icon
232
BHP
BHP
$213B
$29.9M 0.05%
614,004
-64,868
-10% -$3.53M
IVZ icon
233
Invesco
IVZ
$13.3B
$29.3M 0.05%
1,711,519
+1,642,645
+2,385% +$29.3M
BKLN icon
234
Invesco Senior Loan ETF
BKLN
$6.97B
$29.2M 0.05%
1,380,535
+113,068
+9% +$2.38M
FMX icon
235
Fomento Económico Mexicano
FMX
$45B
$29M 0.05%
346,229
+86,724
+33% +$8.05M
ED icon
236
Consolidated Edison
ED
$41.1B
$28.7M 0.05%
322,436
+299,855
+1,328% +$29.5M
MAS icon
237
Masco
MAS
$16.4B
$28.5M 0.05%
393,337
-10,950
-3% -$876K
ULTA icon
238
Ulta Beauty
ULTA
$20.7B
$28.4M 0.05%
68,493
-32,133
-32% -$12.4M
EVRG icon
239
Evergy
EVRG
$19.8B
$27.5M 0.05%
452,140
-247
-0.1% -$15.3K
SPYG icon
240
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
$27.1M 0.05%
304,779
-6,385
-2% -$552K
PFE icon
241
Pfizer
PFE
$141B
$26.3M 0.05%
978,632
-319,361
-25% -$8.66M
BDX icon
242
Becton Dickinson
BDX
$43.8B
$26.2M 0.05%
111,727
-3,000
-3% -$693K
RRX icon
243
Regal Rexnord
RRX
$14B
$25.9M 0.05%
166,847
-4,465
-3% -$755K
BERY
244
DELISTED
Berry Global Group, Inc.
BERY
$25.4M 0.05%
383,953
-45,943
-11% -$3.03M
SBAC icon
245
SBA Communications
SBAC
$18.3B
$24.6M 0.04%
123,007
-6,526
-5% -$1.47M
HESM icon
246
Hess Midstream
HESM
$5.11B
$24.3M 0.04%
631,123
+222,358
+54% +$8M
MCO icon
247
Moody's
MCO
$84.2B
$23.9M 0.04%
50,721
-629
-1% -$300K
SBUX icon
248
Starbucks
SBUX
$118B
$23.7M 0.04%
256,277
-27,751
-10% -$2.68M
DPZ icon
249
Domino's
DPZ
$11.4B
$23.6M 0.04%
57,098
-1,633
-3% -$714K
CSGP icon
250
CoStar Group
CSGP
$11.9B
$23.5M 0.04%
329,091
+11,038
+3% +$834K
8 9
10
11 12

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CWM
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VRS
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FAF
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BGIM
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CIM
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CIBC Private Wealth Group's Q4 2024 Portfolio in Review

As of Q4 2024, CIBC Private Wealth Group held 3,256 positions worth $55.2B, down 1.2% from $55.8B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q4 2024 filing shows 144 new, 777 increased, 1,152 reduced and 285 closed positions. Its largest new stake was Quantum Computing Inc: 709,945 shares worth $7.04M. The largest sale was Blackrock, an estimated $260M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2024 buy was Quantum Computing Inc: 709,945 shares worth $7.04M.
  • CIBC Private Wealth Group added most to Monster Beverage in Q4 2024, an estimated $224M increase.
  • CIBC Private Wealth Group's biggest Q4 2024 reduction was Edwards Lifesciences, cutting an estimated $161M.
  • CIBC Private Wealth Group fully exited Blackrock in Q4 2024, selling an estimated $260M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $55.2B portfolio in Q4 2024.
  • CIBC Private Wealth Group opened 144 new positions and closed 285 in Q4 2024.
  • CIBC Private Wealth Group's portfolio value fell 1.2% quarter-over-quarter to $55.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.