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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
HELP
2551
Cybin Inc
HELP
$487M
$4.24K ﹤0.01%
+263
New +$3.8K
FSTR icon
2552
Foster
FSTR
$435M
$4.23K ﹤0.01%
+157
New +$3.7K
GTES icon
2553
Gates Industrial Corporation Ltd.
GTES
$7.06B
$4.22K ﹤0.01%
+238
New +$3.44K
HCSG icon
2554
Healthcare Services Group
HCSG
$1.59B
$4.18K ﹤0.01%
+335
New +$3.71K
CNSL
2555
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
$4.18K ﹤0.01%
+970
New +$4.22K
IMMR icon
2556
Immersion
IMMR
$247M
$4.16K ﹤0.01%
+553
New +$3.94K
DFTX
2557
Definium Therapeutics
DFTX
$5.75B
$4.13K ﹤0.01%
+434
New +$2.48K
CYPH
2558
Cypherpunk Technologies Inc
CYPH
$63.8M
$4.13K ﹤0.01%
+1,500
New +$4.5K
BKN
2559
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$4.1K ﹤0.01%
+333
New +$4K
IPO icon
2560
Renaissance IPO ETF
IPO
$153M
$4.09K ﹤0.01%
+100
New +$3.75K
PBYI icon
2561
Puma Biotechnology
PBYI
$398M
$4.09K ﹤0.01%
+775
New +$4.17K
KIE icon
2562
State Street SPDR S&P Insurance ETF
KIE
$651M
$4.03K ﹤0.01%
+78
New +$3.78K
PTN
2563
Palatin Technologies
PTN
$14.2M
$4.01K ﹤0.01%
+46
New +$6.75K
HNDL icon
2564
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$629M
$4.01K ﹤0.01%
+191
New +$3.97K
AAOI icon
2565
Applied Optoelectronics
AAOI
$7.55B
$4K ﹤0.01%
+287
New +$4.84K
EWD icon
2566
iShares MSCI Sweden ETF
EWD
$546M
$3.98K ﹤0.01%
+100
New +$3.87K
MBIN icon
2567
Merchants Bancorp
MBIN
$2.51B
$3.97K ﹤0.01%
+94
New +$3.93K
HNST icon
2568
The Honest Company
HNST
$402M
$3.96K ﹤0.01%
+1,000
New +$3.37K
DFAE icon
2569
Dimensional Emerging Core Equity Market ETF
DFAE
$9.28B
$3.94K ﹤0.01%
+159
New +$3.81K
HAFC icon
2570
Hanmi Financial
HAFC
$941M
$3.92K ﹤0.01%
+253
New +$4.12K
UI icon
2571
Ubiquiti
UI
$33.2B
$3.92K ﹤0.01%
+34
New +$4.17K
SLYG icon
2572
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$3.9K ﹤0.01%
+45
New +$3.75K
IAK icon
2573
iShares US Insurance ETF
IAK
$510M
$3.86K ﹤0.01%
+33
New +$3.59K
CMCO icon
2574
Columbus McKinnon
CMCO
$548M
$3.84K ﹤0.01%
+89
New +$3.6K
KELYA icon
2575
Kelly Services Class A
KELYA
$512M
$3.83K ﹤0.01%
+157
New +$3.52K
101 102
103
104 105

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Comerica Bank
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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
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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.