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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTEX icon
2476
Open Text
OTEX
$6.02B
$5.64K ﹤0.01%
182
+32
+21% +$1.03K
EVGO icon
2477
EVgo
EVGO
$230M
$5.64K ﹤0.01%
2,000
– –
APOG icon
2478
Apogee Enterprises
APOG
$873M
$5.63K ﹤0.01%
93
– –
DDS icon
2479
Dillards
DDS
$9.2B
$5.62K ﹤0.01%
13
– –
GTES icon
2480
Gates Industrial Corporation Ltd.
GTES
$6.69B
$5.61K ﹤0.01%
364
+126
+53% +$2.14K
NEU icon
2481
NewMarket
NEU
$7.2B
$5.61K ﹤0.01%
11
– –
PMT
2482
PennyMac Mortgage Investment
PMT
$854M
$5.56K ﹤0.01%
402
– –
NVST icon
2483
Envista
NVST
$4.39B
$5.56K ﹤0.01%
339
-3,893
-92% -$73.6K
IMMR icon
2484
Immersion
IMMR
$254M
$5.53K ﹤0.01%
553
– –
AVNW icon
2485
Aviat Networks
AVNW
$264M
$5.52K ﹤0.01%
+200
New +$6.35K
BECO
2486
DELISTED
BlackRock Future Climate and Sustainable Economy ETF
BECO
$5.5K ﹤0.01%
262
– –
ORAN
2487
DELISTED
Orange
ORAN
$5.46K ﹤0.01%
517
+115
+29% +$1.28K
ICFI icon
2488
ICF International
ICFI
$1.51B
$5.44K ﹤0.01%
41
– –
CPRI icon
2489
Capri Holdings
CPRI
$1.88B
$5.41K ﹤0.01%
159
-27
-15% -$977
SDGR icon
2490
Schrodinger
SDGR
$1.14B
$5.4K ﹤0.01%
255
+250
+5,000% +$5.76K
WNC icon
2491
Wabash National
WNC
$541M
$5.4K ﹤0.01%
255
-2,000
-89% -$47.1K
SQM icon
2492
Sociedad Química y Minera de Chile
SQM
$19.1B
$5.39K ﹤0.01%
130
-285
-69% -$13.2K
CIEN icon
2493
Ciena
CIEN
$49.6B
$5.39K ﹤0.01%
112
– –
TLH icon
2494
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$5.38K ﹤0.01%
+52
New +$5.29K
HLX icon
2495
Helix Energy Solutions
HLX
$1.35B
$5.34K ﹤0.01%
447
– –
GOLD
2496
Gold.com Inc
GOLD
$1.18B
$5.3K ﹤0.01%
159
– –
NNOX icon
2497
Nano X Imaging
NNOX
$61.1M
$5.28K ﹤0.01%
737
+175
+31% +$1.56K
GPK icon
2498
Graphic Packaging
GPK
$3.45B
$5.27K ﹤0.01%
207
– –
COM icon
2499
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
$5.25K ﹤0.01%
179
-2,069
-92% -$60.7K
THQ
2500
abrdn Healthcare Opportunities Fund
THQ
$787M
$5.23K ﹤0.01%
254
+7
+3% +$139
98 99
100
101 102

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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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PPFA
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CIBC Private Wealth Group's Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.