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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
HNDL icon
2526
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$627M
$4.29K ﹤0.01%
201
+4
+2% +$88
CUBI icon
2527
Customers Bancorp
CUBI
$2.66B
$4.29K ﹤0.01%
91
– –
MCFT icon
2528
MasterCraft Boat Holdings
MCFT
$596M
$4.27K ﹤0.01%
237
– –
AEO icon
2529
American Eagle Outfitters
AEO
$2.94B
$4.26K ﹤0.01%
258
– –
PDBC icon
2530
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.38B
$4.24K ﹤0.01%
323
+14
+5% +$189
BIVI icon
2531
BioVie
BIVI
$9.5M
$4.21K ﹤0.01%
178
– –
ADUS icon
2532
Addus HomeCare
ADUS
$2.22B
$4.17K ﹤0.01%
33
-201
-86% -$25.4K
MRVI icon
2533
Maravai LifeSciences
MRVI
$972M
$4.14K ﹤0.01%
675
– –
IYZ icon
2534
iShares US Telecommunications ETF
IYZ
$1.16B
$4.12K ﹤0.01%
153
– –
FSTR icon
2535
Foster
FSTR
$421M
$4.11K ﹤0.01%
157
– –
HYEM icon
2536
VanEck Emerging Markets High Yield Bond ETF
HYEM
$522M
$4.11K ﹤0.01%
+210
New +$4.13K
SLYG icon
2537
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5B
$4.11K ﹤0.01%
45
-368
-89% -$34.8K
WTTR icon
2538
Select Water Solutions
WTTR
$2.22B
$4.07K ﹤0.01%
300
-2,398
-89% -$30.5K
CRAI icon
2539
CRA International
CRAI
$1.23B
$4.05K ﹤0.01%
22
– –
DFAE icon
2540
Dimensional Emerging Core Equity Market ETF
DFAE
$8.91B
$4.02K ﹤0.01%
159
-60
-27% -$1.59K
MBLY icon
2541
Mobileye
MBLY
$2.02B
$4.02K ﹤0.01%
237
-1,011
-81% -$15.9K
MFG icon
2542
Mizuho Financial
MFG
$120B
$3.96K ﹤0.01%
780
– –
WGS icon
2543
GeneDx Holdings
WGS
$1.89B
$3.96K ﹤0.01%
+41
New +$2.86K
HCSG icon
2544
Healthcare Services Group
HCSG
$1.61B
$3.96K ﹤0.01%
335
– –
ORAN
2545
DELISTED
Orange
ORAN
$3.95K ﹤0.01%
402
– –
UFO icon
2546
Procure Space ETF
UFO
$599M
$3.94K ﹤0.01%
170
– –
FTI icon
2547
TechnipFMC
FTI
$28.6B
$3.94K ﹤0.01%
121
-2,318
-95% -$66K
CSV icon
2548
Carriage Services
CSV
$647M
$3.94K ﹤0.01%
100
– –
KLIC icon
2549
Kulicke & Soffa
KLIC
$4.34B
$3.9K ﹤0.01%
82
-1,143
-93% -$53.6K
FYBR
2550
DELISTED
Frontier Communications
FYBR
$3.88K ﹤0.01%
110
-10
-8% -$351
100 101
102
103 104

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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 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.