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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
NIO icon
2576
NIO
NIO
$11.7B
$4.02K ﹤0.01%
902
+231
+34% +$1.09K
TCMD icon
2577
Tactile Systems Technology
TCMD
$626M
$4.02K ﹤0.01%
348
+41
+13% +$552
GENC icon
2578
Gencor Industries
GENC
$221M
$3.99K ﹤0.01%
215
– –
SENS icon
2579
Senseonics Holdings Inc
SENS
$256M
$3.98K ﹤0.01%
503
– –
PLL
2580
DELISTED
Piedmont Lithium
PLL
$3.98K ﹤0.01%
+383
New +$4.89K
VCTR icon
2581
Victory Capital Holdings
VCTR
$6.28B
$3.96K ﹤0.01%
+84
New +$4.11K
NLOP
2582
Net Lease Office Properties
NLOP
$179M
$3.96K ﹤0.01%
166
-20
-11% -$473
SFL icon
2583
SFL Corp
SFL
$1.61B
$3.95K ﹤0.01%
300
-1,000
-77% -$13.5K
NMI icon
2584
Nuveen Municipal Income
NMI
$130M
$3.91K ﹤0.01%
396
– –
CLW icon
2585
Clearwater Paper
CLW
$282M
$3.9K ﹤0.01%
84
– –
MX icon
2586
Magnachip Semiconductor
MX
$118M
$3.89K ﹤0.01%
781
– –
WSFS icon
2587
WSFS Financial
WSFS
$4.2B
$3.88K ﹤0.01%
85
– –
STC icon
2588
Stewart Information Services
STC
$2.11B
$3.88K ﹤0.01%
62
-307
-83% -$19.2K
KIE icon
2589
State Street SPDR S&P Insurance ETF
KIE
$671M
$3.87K ﹤0.01%
78
– –
SLYG icon
2590
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$3.86K ﹤0.01%
45
– –
QQQX icon
2591
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.43B
$3.84K ﹤0.01%
150
-350
-70% -$8.35K
TWO
2592
Two Harbors Investment
TWO
$1.27B
$3.83K ﹤0.01%
+300
New +$3.82K
ARKF icon
2593
ARK Blockchain & Fintech Innovation ETF
ARKF
$744M
$3.82K ﹤0.01%
136
-29
-18% -$807
MKSI icon
2594
MKS Inc
MKSI
$19.3B
$3.81K ﹤0.01%
28
– –
MBIN icon
2595
Merchants Bancorp
MBIN
$2.24B
$3.79K ﹤0.01%
94
– –
LZB icon
2596
La-Z-Boy
LZB
$1.65B
$3.79K ﹤0.01%
101
– –
ASA
2597
ASA Gold and Precious Metals
ASA
$941M
$3.79K ﹤0.01%
200
– –
CRAI icon
2598
CRA International
CRAI
$1.16B
$3.78K ﹤0.01%
22
– –
ETG
2599
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
$3.78K ﹤0.01%
+200
New +$3.62K
HLNE icon
2600
Hamilton Lane
HLNE
$3.91B
$3.78K ﹤0.01%
30
-36
-55% -$4.21K
102 103
104
105 106

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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.