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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
STC icon
2551
Stewart Information Services
STC
$2.14B
$3.87K ﹤0.01%
62
– –
SXI icon
2552
Standex International
SXI
$3.33B
$3.87K ﹤0.01%
21
– –
PAUG icon
2553
Innovator US Equity Power Buffer ETF August
PAUG
$860M
$3.86K ﹤0.01%
100
– –
HFRO
2554
Highland Opportunities and Income Fund
HFRO
$407M
$3.86K ﹤0.01%
713
-15
-2% -$85
OSCR icon
2555
Oscar Health
OSCR
$9.22B
$3.85K ﹤0.01%
+252
New +$4.06K
LFST icon
2556
Lifestance Health
LFST
$4.15B
$3.85K ﹤0.01%
500
-100
-17% -$718
ZVRA icon
2557
Zevra Therapeutics
ZVRA
$578M
$3.84K ﹤0.01%
450
– –
PEBO icon
2558
Peoples Bancorp
PEBO
$1.51B
$3.83K ﹤0.01%
123
– –
RSPD icon
2559
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$321M
$3.83K ﹤0.01%
72
– –
SGHT icon
2560
Sight Sciences
SGHT
$291M
$3.81K ﹤0.01%
1,148
– –
CNOB icon
2561
Center Bancorp
CNOB
$1.65B
$3.8K ﹤0.01%
169
– –
BKN
2562
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$3.76K ﹤0.01%
334
– –
RPC
2563
Ridgepost Capital
RPC
$926M
$3.75K ﹤0.01%
280
– –
AMSF icon
2564
AMERISAFE
AMSF
$562M
$3.71K ﹤0.01%
75
– –
BILI icon
2565
Bilibili
BILI
$7.75B
$3.71K ﹤0.01%
221
+46
+26% +$963
FLIC
2566
DELISTED
First of Long Island Corp
FLIC
$3.68K ﹤0.01%
320
– –
ERIC icon
2567
Ericsson
ERIC
$32.1B
$3.63K ﹤0.01%
437
– –
SCHZ icon
2568
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$3.62K ﹤0.01%
160
– –
SCJ icon
2569
iShares MSCI Japan Small-Cap ETF
SCJ
$248M
$3.62K ﹤0.01%
+50
New +$3.74K
RIOT icon
2570
Riot Platforms
RIOT
$6.9B
$3.61K ﹤0.01%
300
– –
MATW icon
2571
Matthews International
MATW
$887M
$3.6K ﹤0.01%
116
-658
-85% -$16.9K
PBF icon
2572
PBF Energy
PBF
$7.49B
$3.6K ﹤0.01%
133
-4,701
-97% -$143K
PBR icon
2573
Petrobras
PBR
$120B
$3.59K ﹤0.01%
268
-216
-45% -$3.02K
ZEUS
2574
DELISTED
Olympic Steel
ZEUS
$3.58K ﹤0.01%
115
– –
FISI icon
2575
Financial Institutions
FISI
$812M
$3.57K ﹤0.01%
136
– –
101 102
103
104 105

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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.