We are live on ! Find out more
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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APOG icon
2476
Apogee Enterprises
APOG
$826M
$5.46K ﹤0.01%
+93
New +$5.14K
INDY icon
2477
iShares S&P India Nifty 50 Index Fund
INDY
$562M
$5.44K ﹤0.01%
+108
New +$5.39K
TKO icon
2478
TKO Group
TKO
$13.6B
$5.43K ﹤0.01%
+63
New +$5.24K
PDM
2479
Piedmont Realty Trust
PDM
$1.21B
$5.43K ﹤0.01%
+809
New +$5.42K
PACB icon
2480
Pacific Biosciences
PACB
$435M
$5.42K ﹤0.01%
+1,484
New +$8.69K
DBI icon
2481
Designer Brands
DBI
$307M
$5.42K ﹤0.01%
+500
New +$4.79K
PKX icon
2482
POSCO
PKX
$16.1B
$5.37K ﹤0.01%
+70
New +$5.76K
TPH
2483
DELISTED
Tri Pointe Homes
TPH
$5.35K ﹤0.01%
+140
New +$4.91K
ETD icon
2484
Ethan Allen Interiors
ETD
$570M
$5.35K ﹤0.01%
+157
New +$4.92K
UNIT
2485
Uniti Group
UNIT
$2.36B
$5.34K ﹤0.01%
+902
New +$5.16K
FOXA icon
2486
Fox Class A
FOXA
$24.5B
$5.33K ﹤0.01%
+170
New +$5.16K
KGC icon
2487
Kinross Gold
KGC
$27.4B
$5.32K ﹤0.01%
+864
New +$4.7K
CRON
2488
Cronos Group
CRON
$1.06B
$5.28K ﹤0.01%
+2,000
New +$4.29K
MYRG icon
2489
MYR Group
MYRG
$5.19B
$5.27K ﹤0.01%
+30
New +$4.61K
SENS icon
2490
Senseonics Holdings Inc
SENS
$263M
$5.26K ﹤0.01%
503
– –
GNTX icon
2491
Gentex
GNTX
$4.97B
$5.24K ﹤0.01%
+145
New +$5.02K
BMEZ icon
2492
BlackRock Health Sciences Trust II
BMEZ
$968M
$5.23K ﹤0.01%
+320
New +$5.05K
EWL icon
2493
iShares MSCI Switzerland ETF
EWL
$2.19B
$5.22K ﹤0.01%
+110
New +$5.21K
WS icon
2494
Worthington Steel
WS
$1.8B
$5.2K ﹤0.01%
+144
New +$4.37K
BBAX icon
2495
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.69B
$5.2K ﹤0.01%
108
-7,277
-99% -$349K
CCC
2496
CCC Intelligent Solutions
CCC
$3.59B
$5.19K ﹤0.01%
+440
New +$5.02K
HELE icon
2497
Helen of Troy
HELE
$644M
$5.17K ﹤0.01%
+45
New +$5.38K
SKX
2498
DELISTED
Skechers
SKX
$5.15K ﹤0.01%
+84
New +$5.13K
LICY
2499
DELISTED
Li-Cycle Holdings Corp.
LICY
$5.15K ﹤0.01%
+650
New +$2.92K
SPTL icon
2500
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$5.11K ﹤0.01%
+187
New +$5.22K
98 99
100
101 102

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.