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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
+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
BLZE icon
2501
Backblaze
BLZE
$823M
$5.11K ﹤0.01%
+500
New +$4.62K
ACLS icon
2502
Axcelis
ACLS
$4.01B
$5.06K ﹤0.01%
+45
New +$5.36K
KB icon
2503
KB Financial Group
KB
$41.4B
$5.02K ﹤0.01%
+99
New +$4.67K
CBZ icon
2504
CBIZ
CBZ
$2.99B
$4.98K ﹤0.01%
+64
New +$4.45K
GOLD
2505
Gold.com Inc
GOLD
$1.2B
$4.95K ﹤0.01%
+159
New +$4.38K
ARKF icon
2506
ARK Blockchain & Fintech Innovation ETF
ARKF
$722M
$4.94K ﹤0.01%
+165
New +$4.54K
THQ
2507
abrdn Healthcare Opportunities Fund
THQ
$777M
$4.92K ﹤0.01%
+247
New +$4.75K
NUV icon
2508
Nuveen Municipal Value Fund
NUV
$1.92B
$4.9K ﹤0.01%
+564
New +$4.91K
FNCL icon
2509
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$4.9K ﹤0.01%
+83
New +$4.62K
BEAM icon
2510
Beam Therapeutics
BEAM
$2.63B
$4.9K ﹤0.01%
+150
New +$4.67K
HLX icon
2511
Helix Energy Solutions
HLX
$1.4B
$4.89K ﹤0.01%
+447
New +$4.35K
PLBY icon
2512
Playboy Inc
PLBY
$128M
$4.88K ﹤0.01%
+5,100
New +$5.45K
EVGO icon
2513
EVgo
EVGO
$223M
$4.82K ﹤0.01%
+2,000
New +$5.19K
TCMD icon
2514
Tactile Systems Technology
TCMD
$635M
$4.81K ﹤0.01%
+307
New +$4.64K
SQFT icon
2515
Presidio Property Trust
SQFT
$2.84M
$4.81K ﹤0.01%
+407
New +$4.56K
EIG icon
2516
Employers Holdings
EIG
$922M
$4.79K ﹤0.01%
+107
New +$4.58K
FYBR
2517
DELISTED
Frontier Communications
FYBR
$4.79K ﹤0.01%
+200
New +$4.73K
ADV icon
2518
Advantage Solutions
ADV
$522M
$4.77K ﹤0.01%
+44
New +$4.33K
RGP icon
2519
Resources Connection
RGP
$151M
$4.76K ﹤0.01%
+367
New +$4.9K
CUBI icon
2520
Customers Bancorp
CUBI
$2.66B
$4.71K ﹤0.01%
+91
New +$4.79K
ORAN
2521
DELISTED
Orange
ORAN
$4.71K ﹤0.01%
+402
New +$4.7K
ARKQ icon
2522
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.9B
$4.7K ﹤0.01%
+86
New +$4.66K
REZ icon
2523
iShares Residential and Multisector Real Estate ETF
REZ
$879M
$4.69K ﹤0.01%
+66
New +$4.65K
WW
2524
DELISTED
WW International
WW
$4.68K ﹤0.01%
+2,647
New +$10.5K
PSCH icon
2525
Invesco S&P SmallCap Health Care ETF
PSCH
$163M
$4.68K ﹤0.01%
+108
New +$4.59K
99 100
101
102 103

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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.