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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
ATRC icon
2601
AtriCure
ATRC
$2.01B
$3.76K ﹤0.01%
172
+44
+34% +$1.02K
VIRT icon
2602
Virtu Financial
VIRT
$5.11B
$3.73K ﹤0.01%
172
– –
OSG
2603
DELISTED
Overseas Shipholding Group Inc.
OSG
$3.72K ﹤0.01%
438
– –
FF icon
2604
Future Fuel
FF
$202M
$3.71K ﹤0.01%
755
– –
RGP icon
2605
Resources Connection
RGP
$136M
$3.71K ﹤0.01%
367
– –
EBND icon
2606
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$3.71K ﹤0.01%
185
-1,215
-87% -$24.4K
APG icon
2607
APi Group
APG
$17B
$3.71K ﹤0.01%
152
+83
+120% +$2.08K
MSA icon
2608
Mine Safety
MSA
$6.94B
$3.71K ﹤0.01%
+20
New +$3.72K
KT icon
2609
KT
KT
$8.95B
$3.71K ﹤0.01%
281
+22
+8% +$290
NANC icon
2610
Unusual Whales Subversive Democratic Trading ETF
NANC
$273M
$3.71K ﹤0.01%
+100
New +$3.45K
ALK icon
2611
Alaska Air
ALK
$5.42B
$3.7K ﹤0.01%
97
+9
+10% +$382
BILI icon
2612
Bilibili
BILI
$7.56B
$3.7K ﹤0.01%
225
-75
-25% -$1.04K
ADV icon
2613
Advantage Solutions
ADV
$542M
$3.69K ﹤0.01%
44
– –
EMBJ
2614
Embraer S.A. ADS
EMBJ
$12.3B
$3.69K ﹤0.01%
+138
New +$3.73K
OKLO
2615
Oklo
OKLO
$6.89B
$3.68K ﹤0.01%
+496
New +$5.58K
SCHZ icon
2616
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.67K ﹤0.01%
+160
New +$3.63K
URBN icon
2617
Urban Outfitters
URBN
$6.44B
$3.67K ﹤0.01%
84
– –
PAUG icon
2618
Innovator US Equity Power Buffer ETF August
PAUG
$860M
$3.67K ﹤0.01%
100
– –
VTMX icon
2619
Vesta Real Estate
VTMX
$3.24B
$3.62K ﹤0.01%
119
+36
+43% +$1.26K
ZIP icon
2620
ZipRecruiter
ZIP
$348M
$3.59K ﹤0.01%
+400
New +$4.04K
HCSG icon
2621
Healthcare Services Group
HCSG
$1.63B
$3.59K ﹤0.01%
335
– –
BIB icon
2622
ProShares Ultra NASDAQ Biotechnology
BIB
$84.4M
$3.58K ﹤0.01%
60
– –
PEBO icon
2623
Peoples Bancorp
PEBO
$1.52B
$3.58K ﹤0.01%
123
– –
BIRK icon
2624
Birkenstock
BIRK
$7.7B
$3.58K ﹤0.01%
+63
New +$3.12K
UPST icon
2625
Upstart Holdings
UPST
$2.66B
$3.58K ﹤0.01%
154
+54
+54% +$1.3K
103 104
105
106 107

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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.