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
+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
WBS icon
2476
Webster Financial
WBS
$12.3B
$4.92K ﹤0.01%
89
-80
-47% -$4.39K
SAR icon
2477
Saratoga Investment
SAR
$309M
$4.9K ﹤0.01%
200
-200
-50% -$4.85K
ICFI icon
2478
ICF International
ICFI
$1.5B
$4.88K ﹤0.01%
41
– –
APOG icon
2479
Apogee Enterprises
APOG
$833M
$4.88K ﹤0.01%
93
– –
SQM icon
2480
Sociedad Química y Minera de Chile
SQM
$19.3B
$4.88K ﹤0.01%
125
-5
-4% -$196
IPGP icon
2481
IPG Photonics
IPGP
$3.4B
$4.88K ﹤0.01%
66
-39
-37% -$3K
NUV icon
2482
Nuveen Municipal Value Fund
NUV
$1.91B
$4.87K ﹤0.01%
564
– –
COOP
2483
DELISTED
Mr. Cooper
COOP
$4.86K ﹤0.01%
52
– –
AMWD
2484
DELISTED
American Woodmark
AMWD
$4.85K ﹤0.01%
63
– –
BBBY
2485
Bed Bath & Beyond
BBBY
$479M
$4.8K ﹤0.01%
890
-660
-43% -$4.2K
URBN icon
2486
Urban Outfitters
URBN
$6.46B
$4.8K ﹤0.01%
84
-90
-52% -$3.84K
NLOP
2487
Net Lease Office Properties
NLOP
$175M
$4.79K ﹤0.01%
165
+90
+120% +$2.8K
IMMR icon
2488
Immersion
IMMR
$243M
$4.79K ﹤0.01%
553
– –
GLP icon
2489
Global Partners
GLP
$1.65B
$4.78K ﹤0.01%
100
– –
BRY
2490
DELISTED
Berry Corp
BRY
$4.76K ﹤0.01%
1,046
– –
KYNB
2491
Kyntra Bio
KYNB
$27.4M
$4.67K ﹤0.01%
287
– –
NUSC icon
2492
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$4.61K ﹤0.01%
109
– –
CRON
2493
Cronos Group
CRON
$1.07B
$4.57K ﹤0.01%
2,250
+250
+13% +$521
ANDE icon
2494
Andersons Inc
ANDE
$2.39B
$4.56K ﹤0.01%
108
– –
EPIX
2495
DELISTED
ESSA Pharma
EPIX
$4.55K ﹤0.01%
2,500
– –
ELS icon
2496
Equity Lifestyle Properties
ELS
$13.1B
$4.54K ﹤0.01%
69
-327
-83% -$22.7K
TBBB icon
2497
BBB Foods
TBBB
$4.76B
$4.51K ﹤0.01%
+150
New +$4.67K
GCMG icon
2498
GCM Grosvenor
GCMG
$737M
$4.51K ﹤0.01%
351
– –
BRCC icon
2499
BRC Inc
BRCC
$122M
$4.5K ﹤0.01%
1,420
– –
IPO icon
2500
Renaissance IPO ETF
IPO
$149M
$4.47K ﹤0.01%
100
– –
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 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.