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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
BLNK icon
2576
Blink Charging
BLNK
$67.5M
$3.57K ﹤0.01%
2,216
-2,000
-47% -$3.53K
EFIX
2577
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
$3.53K ﹤0.01%
+219
New +$3.58K
RDVT icon
2578
Red Violet
RDVT
$957M
$3.53K ﹤0.01%
+100
New +$3.33K
AMPL icon
2579
Amplitude
AMPL
$1.18B
$3.52K ﹤0.01%
330
– –
JHI
2580
John Hancock Investors Trust
JHI
$114M
$3.5K ﹤0.01%
251
– –
SKT icon
2581
Tanger
SKT
$4.78B
$3.5K ﹤0.01%
106
-808
-88% -$28.2K
EBND icon
2582
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$3.5K ﹤0.01%
178
– –
RGR icon
2583
Sturm, Ruger & Co
RGR
$603M
$3.49K ﹤0.01%
100
– –
BBAI icon
2584
BigBear.ai
BBAI
$1.24B
$3.49K ﹤0.01%
+1,050
New +$2.38K
XRN
2585
Chiron Real Estate Inc
XRN
$535M
$3.48K ﹤0.01%
91
– –
GENC icon
2586
Gencor Industries
GENC
$212M
$3.46K ﹤0.01%
215
– –
AVLV icon
2587
Avantis US Large Cap Value ETF
AVLV
$17.8B
$3.44K ﹤0.01%
+51
New +$3.47K
LTC
2588
LTC Properties
LTC
$2.13B
$3.42K ﹤0.01%
100
– –
BLOK icon
2589
Amplify Blockchain Technology ETF
BLOK
$1.03B
$3.37K ﹤0.01%
75
-55
-42% -$2.47K
AGYS icon
2590
Agilysys
AGYS
$3.21B
$3.36K ﹤0.01%
25
– –
FWRD icon
2591
Forward Air
FWRD
$461M
$3.36K ﹤0.01%
105
– –
LAZ icon
2592
Lazard
LAZ
$3.96B
$3.35K ﹤0.01%
67
-114
-63% -$6.11K
IJUL icon
2593
Innovator International Developed Power Buffer ETF July
IJUL
$240M
$3.34K ﹤0.01%
120
– –
MBIN icon
2594
Merchants Bancorp
MBIN
$2.49B
$3.34K ﹤0.01%
94
– –
FFIC
2595
DELISTED
Flushing Financial
FFIC
$3.32K ﹤0.01%
229
– –
CPRI icon
2596
Capri Holdings
CPRI
$1.82B
$3.31K ﹤0.01%
154
-2,975
-95% -$80.9K
REVG
2597
DELISTED
REV Group
REVG
$3.31K ﹤0.01%
100
– –
DNOW icon
2598
DNOW Inc
DNOW
$2.44B
$3.28K ﹤0.01%
253
– –
ANNX icon
2599
Annexon
ANNX
$796M
$3.24K ﹤0.01%
670
– –
WFH
2600
DELISTED
Direxion Work From Home ETF
WFH
$3.24K ﹤0.01%
50
– –
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 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.