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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
CLPT icon
2501
ClearPoint Neuro
CLPT
$436M
$5.22K ﹤0.01%
927
– –
ANDE icon
2502
Andersons Inc
ANDE
$2.49B
$5.21K ﹤0.01%
108
– –
DRS icon
2503
Leonardo DRS
DRS
$13.1B
$5.18K ﹤0.01%
200
– –
HAUZ icon
2504
Xtrackers International Real Estate ETF
HAUZ
$1.07B
$5.18K ﹤0.01%
253
-1,090
-81% -$22.9K
BHIL
2505
DELISTED
Benson Hill, Inc.
BHIL
$5.15K ﹤0.01%
813
– –
UI icon
2506
Ubiquiti
UI
$32.4B
$5.15K ﹤0.01%
34
– –
AEO icon
2507
American Eagle Outfitters
AEO
$3.04B
$5.09K ﹤0.01%
257
-10
-4% -$229
REZ icon
2508
iShares Residential and Multisector Real Estate ETF
REZ
$906M
$5.08K ﹤0.01%
66
– –
GEF icon
2509
Greif
GEF
$4.74B
$5.05K ﹤0.01%
88
– –
ARKQ icon
2510
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.87B
$5.04K ﹤0.01%
86
– –
CHIQ icon
2511
Global X MSCI China Consumer Discretionary ETF
CHIQ
$128M
$5K ﹤0.01%
300
-80
-21% -$1.45K
BMEZ icon
2512
BlackRock Health Sciences Trust II
BMEZ
$968M
$4.98K ﹤0.01%
328
+8
+3% +$121
IPAR icon
2513
Interparfums
IPAR
$4.09B
$4.96K ﹤0.01%
43
-23
-35% -$2.79K
KSCP icon
2514
Knightscope
KSCP
$26.2M
$4.95K ﹤0.01%
400
– –
AMWD
2515
DELISTED
American Woodmark
AMWD
$4.93K ﹤0.01%
63
-45
-42% -$4.06K
TLSA icon
2516
Tiziana Life Sciences
TLSA
$123M
$4.92K ﹤0.01%
+6,000
New +$4.38K
KSA icon
2517
iShares MSCI Saudi Arabia ETF
KSA
$622M
$4.87K ﹤0.01%
120
-70
-37% -$2.96K
FNCL icon
2518
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$4.86K ﹤0.01%
83
– –
ZEUS
2519
DELISTED
Olympic Steel
ZEUS
$4.85K ﹤0.01%
115
– –
MSGS icon
2520
Madison Square Garden
MSGS
$9.58B
$4.84K ﹤0.01%
25
– –
CXW icon
2521
CoreCivic
CXW
$3.03B
$4.83K ﹤0.01%
364
– –
SG icon
2522
Sweetgreen
SG
$756M
$4.79K ﹤0.01%
184
+34
+23% +$932
VECO icon
2523
Veeco
VECO
$2.79B
$4.78K ﹤0.01%
100
– –
MLAB icon
2524
Mesa Laboratories
MLAB
$559M
$4.76K ﹤0.01%
50
– –
CSTM icon
2525
Constellium
CSTM
$3.96B
$4.75K ﹤0.01%
250
– –
99 100
101
102 103

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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.