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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
+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
CDP icon
2501
COPT Defense Properties
CDP
$4.32B
$4.47K ﹤0.01%
150
– –
EXTR icon
2502
Extreme Networks
EXTR
$3.8B
$4.44K ﹤0.01%
254
– –
HLNE icon
2503
Hamilton Lane
HLNE
$3.88B
$4.44K ﹤0.01%
30
– –
GOLD
2504
Gold.com Inc
GOLD
$1.16B
$4.43K ﹤0.01%
159
– –
CHRD icon
2505
Chord Energy
CHRD
$7.68B
$4.41K ﹤0.01%
36
+20
+125% +$2.51K
PTBD icon
2506
Pacer Trendpilot US Bond ETF
PTBD
$85.2M
$4.4K ﹤0.01%
+219
New +$4.44K
RRR icon
2507
Red Rock Resorts
RRR
$3.84B
$4.39K ﹤0.01%
100
-80
-44% -$4.07K
AXDX
2508
DELISTED
Accelerate Diagnostics
AXDX
$4.39K ﹤0.01%
3,939
– –
CUK
2509
DELISTED
Carnival PLC
CUK
$4.37K ﹤0.01%
200
– –
MYRG icon
2510
MYR Group
MYRG
$5.01B
$4.37K ﹤0.01%
30
– –
QVCGA
2511
DELISTED
QVC Group Inc Series A
QVCGA
$4.36K ﹤0.01%
234
– –
KIE icon
2512
State Street SPDR S&P Insurance ETF
KIE
$664M
$4.36K ﹤0.01%
78
– –
ASA
2513
ASA Gold and Precious Metals
ASA
$924M
$4.35K ﹤0.01%
200
– –
DEM icon
2514
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.8B
$4.35K ﹤0.01%
108
-220
-67% -$9.3K
LZB icon
2515
La-Z-Boy
LZB
$1.64B
$4.35K ﹤0.01%
101
– –
WS icon
2516
Worthington Steel
WS
$1.78B
$4.35K ﹤0.01%
144
– –
GRAL
2517
GRAIL Inc
GRAL
$2.72B
$4.34K ﹤0.01%
246
-92
-27% -$1.5K
HNST icon
2518
The Honest Company
HNST
$412M
$4.34K ﹤0.01%
+685
New +$3.88K
SENS icon
2519
Senseonics Holdings Inc
SENS
$254M
$4.33K ﹤0.01%
503
-111
-18% -$793
ETD icon
2520
Ethan Allen Interiors
ETD
$600M
$4.32K ﹤0.01%
157
-729
-82% -$21.6K
PARR icon
2521
Par Pacific Holdings
PARR
$4.17B
$4.32K ﹤0.01%
255
– –
SHG icon
2522
Shinhan Financial Group
SHG
$32.1B
$4.31K ﹤0.01%
128
+37
+41% +$1.43K
VIK icon
2523
Viking Holdings
VIK
$45.8B
$4.3K ﹤0.01%
100
+80
+400% +$3.4K
WNC icon
2524
Wabash National
WNC
$504M
$4.29K ﹤0.01%
255
– –
TSEM icon
2525
Tower Semiconductor
TSEM
$21.2B
$4.29K ﹤0.01%
83
– –
99 100
101
102 103

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Comerica Bank
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CWM
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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
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PPFA
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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.