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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
CBT icon
2651
Cabot Corp
CBT
$4.72B
$2.54K ﹤0.01%
29
– –
CVLT icon
2652
Commault Systems
CVLT
$4.98B
$2.52K ﹤0.01%
16
– –
WWW icon
2653
Wolverine World Wide
WWW
$1.68B
$2.49K ﹤0.01%
110
-30
-21% -$602
DDD icon
2654
3D Systems Corp
DDD
$405M
$2.48K ﹤0.01%
748
– –
LEE icon
2655
Lee Enterprises
LEE
$175M
$2.48K ﹤0.01%
180
– –
PJUL icon
2656
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$2.47K ﹤0.01%
60
– –
HCC icon
2657
Warrior Met Coal
HCC
$4.17B
$2.46K ﹤0.01%
47
– –
ATRC icon
2658
AtriCure
ATRC
$2.08B
$2.46K ﹤0.01%
73
-55
-43% -$1.77K
CLW icon
2659
Clearwater Paper
CLW
$349M
$2.46K ﹤0.01%
84
– –
CRK icon
2660
Comstock Resources
CRK
$3.7B
$2.45K ﹤0.01%
125
– –
AGCO icon
2661
AGCO
AGCO
$8.41B
$2.44K ﹤0.01%
27
– –
REZI icon
2662
Resideo Technologies
REZI
$5.4B
$2.41K ﹤0.01%
107
-99
-48% -$2.32K
TDUP icon
2663
ThredUp
TDUP
$765M
$2.41K ﹤0.01%
1,800
– –
THCH icon
2664
TH International
THCH
$57.7M
$2.41K ﹤0.01%
700
– –
LITE icon
2665
Lumentum
LITE
$46.9B
$2.38K ﹤0.01%
28
-225
-89% -$17.5K
LXU icon
2666
LSB Industries
LXU
$824M
$2.38K ﹤0.01%
322
– –
TAK icon
2667
Takeda Pharmaceutical
TAK
$56.7B
$2.37K ﹤0.01%
179
-96
-35% -$1.32K
FF icon
2668
Future Fuel
FF
$205M
$2.35K ﹤0.01%
455
– –
HLIT icon
2669
Harmonic Inc
HLIT
$1.15B
$2.34K ﹤0.01%
175
+75
+75% +$978
SASR
2670
DELISTED
Sandy Spring Bancorp Inc
SASR
$2.32K ﹤0.01%
72
-95
-57% -$3.31K
ITUB icon
2671
Itaú Unibanco
ITUB
$89.8B
$2.3K ﹤0.01%
511
– –
TPB icon
2672
Turning Point Brands
TPB
$1.48B
$2.25K ﹤0.01%
+40
New +$2.14K
HERO icon
2673
Global X Video Games & Esports ETF
HERO
$65.9M
$2.24K ﹤0.01%
96
– –
BBMC icon
2674
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.02B
$2.23K ﹤0.01%
+23
New +$2.27K
SAVE
2675
DELISTED
Spirit Airlines, Inc.
SAVE
$2.23K ﹤0.01%
4,458
-70
-2% -$152
105 106
107
108 109

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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.