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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
NATL icon
2601
NCR Atleos
NATL
$3.51B
$3.23K ﹤0.01%
98
– –
TLRY icon
2602
Tilray
TLRY
$543M
$3.22K ﹤0.01%
235
– –
PACB icon
2603
Pacific Biosciences
PACB
$435M
$3.17K ﹤0.01%
1,509
-1,000
-40% -$1.95K
CWT icon
2604
California Water Service
CWT
$3.1B
$3.16K ﹤0.01%
73
– –
MX icon
2605
Magnachip Semiconductor
MX
$110M
$3.15K ﹤0.01%
781
– –
TAL icon
2606
TAL Education Group
TAL
$6.04B
$3.15K ﹤0.01%
330
– –
PKX icon
2607
POSCO
PKX
$14.7B
$3.14K ﹤0.01%
70
– –
RGP icon
2608
Resources Connection
RGP
$140M
$3.13K ﹤0.01%
367
– –
SQFT icon
2609
Presidio Property Trust
SQFT
$3.01M
$3.13K ﹤0.01%
407
– –
MKSI icon
2610
MKS Inc
MKSI
$17.4B
$3.11K ﹤0.01%
28
– –
DOLE icon
2611
Dole
DOLE
$1.38B
$3.11K ﹤0.01%
244
-22
-8% -$338
RAYC
2612
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
$3.1K ﹤0.01%
225
-25
-10% -$381
GDRX icon
2613
GoodRx Holdings
GDRX
$1.09B
$3.09K ﹤0.01%
722
-181
-20% -$995
RDUS
2614
DELISTED
Radius Recycling
RDUS
$3.05K ﹤0.01%
268
+1
+0.4% +$18
TTMI icon
2615
TTM Technologies
TTMI
$10.6B
$3.04K ﹤0.01%
122
-65
-35% -$1.47K
TALO icon
2616
Talos Energy
TALO
$2.38B
$3.03K ﹤0.01%
304
+144
+90% +$1.52K
BYRN icon
2617
Byrna Technologies
BYRN
$98.3M
$3.02K ﹤0.01%
110
+60
+120% +$1.18K
DFTX
2618
Definium Therapeutics
DFTX
$5.6B
$2.99K ﹤0.01%
423
– –
DWAS icon
2619
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$413M
$2.96K ﹤0.01%
+33
New +$3.17K
ADV icon
2620
Advantage Solutions
ADV
$575M
$2.92K ﹤0.01%
44
– –
FSLY icon
2621
Fastly Inc
FSLY
$3.24B
$2.92K ﹤0.01%
310
– –
SCSC icon
2622
Scansource
SCSC
$1.17B
$2.92K ﹤0.01%
61
– –
SMTC icon
2623
Semtech
SMTC
$9.65B
$2.91K ﹤0.01%
43
– –
NVNO
2624
enVVeno Medical
NVNO
$6.94M
$2.89K ﹤0.01%
25
– –
BIRK icon
2625
Birkenstock
BIRK
$7.64B
$2.89K ﹤0.01%
50
– –
103 104
105
106 107

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.