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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
SLM icon
2626
SLM Corp
SLM
$4.83B
$2.89K ﹤0.01%
105
– –
FLBL icon
2627
Franklin Senior Loan ETF
FLBL
$852M
$2.83K ﹤0.01%
+116
New +$2.82K
FMET icon
2628
Fidelity Metaverse ETF
FMET
$44.3M
$2.82K ﹤0.01%
93
– –
AAOI icon
2629
Applied Optoelectronics
AAOI
$6.14B
$2.82K ﹤0.01%
87
– –
VECO icon
2630
Veeco
VECO
$2.62B
$2.81K ﹤0.01%
100
– –
ERIE icon
2631
Erie Indemnity
ERIE
$13B
$2.81K ﹤0.01%
+7
New +$3.13K
INFN
2632
DELISTED
Infinera Corporation Common Stock
INFN
$2.81K ﹤0.01%
425
– –
PRVA icon
2633
Privia Health
PRVA
$3.04B
$2.78K ﹤0.01%
133
– –
VYX icon
2634
NCR Voyix
VYX
$1.19B
$2.76K ﹤0.01%
200
– –
PBYI icon
2635
Puma Biotechnology
PBYI
$398M
$2.75K ﹤0.01%
775
– –
DBI icon
2636
Designer Brands
DBI
$315M
$2.74K ﹤0.01%
501
– –
PTN
2637
Palatin Technologies
PTN
$14.4M
$2.74K ﹤0.01%
46
– –
BKHY icon
2638
BNY Mellon High Yield Beta ETF
BKHY
$158M
$2.73K ﹤0.01%
+57
New +$2.75K
ATHM icon
2639
Autohome
ATHM
$2.62B
$2.71K ﹤0.01%
105
-21
-17% -$605
STNE icon
2640
StoneCo
STNE
$2.67B
$2.7K ﹤0.01%
339
– –
CSTM icon
2641
Constellium
CSTM
$3.76B
$2.69K ﹤0.01%
250
– –
REKR icon
2642
Rekor Systems
REKR
$82.6M
$2.69K ﹤0.01%
1,649
+999
+154% +$1.04K
QGEN icon
2643
Qiagen
QGEN
$8.62B
$2.67K ﹤0.01%
57
– –
HELE icon
2644
Helen of Troy
HELE
$656M
$2.65K ﹤0.01%
45
– –
PLTK icon
2645
Playtika
PLTK
$1.53B
$2.64K ﹤0.01%
383
– –
AAAU icon
2646
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.45B
$2.63K ﹤0.01%
100
-20
-17% -$526
MTRN icon
2647
Materion
MTRN
$3.94B
$2.62K ﹤0.01%
27
– –
KFRC icon
2648
Kforce
KFRC
$1.05B
$2.62K ﹤0.01%
+47
New +$2.73K
FENI icon
2649
Fidelity Enhanced International ETF
FENI
$10.6B
$2.6K ﹤0.01%
93
-1,301
-93% -$37.3K
LBTYA icon
2650
Liberty Global Class A
LBTYA
$3.59B
$2.59K ﹤0.01%
207
-1,100
-84% -$18.4K
104 105
106
107 108

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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.