We are live on ! Find out more
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
FFIC
2676
DELISTED
Flushing Financial
FFIC
$2.9K ﹤0.01%
229
– –
CYPH
2677
Cypherpunk Technologies Inc
CYPH
$65.4M
$2.9K ﹤0.01%
1,500
– –
ATHM icon
2678
Autohome
ATHM
$2.65B
$2.89K ﹤0.01%
105
– –
DFTX
2679
Definium Therapeutics
DFTX
$5.57B
$2.89K ﹤0.01%
423
-11
-3% -$96
PBR icon
2680
Petrobras
PBR
$116B
$2.86K ﹤0.01%
189
-6,592
-97% -$103K
PLTK icon
2681
Playtika
PLTK
$1.51B
$2.86K ﹤0.01%
383
– –
MTRN icon
2682
Materion
MTRN
$4.36B
$2.85K ﹤0.01%
27
– –
KOF icon
2683
Coca-Cola Femsa
KOF
$22.8B
$2.84K ﹤0.01%
+34
New +$3.18K
SWTX
2684
DELISTED
SpringWorks Therapeutics
SWTX
$2.82K ﹤0.01%
74
– –
RIOT icon
2685
Riot Platforms
RIOT
$8.03B
$2.82K ﹤0.01%
300
-2,000
-87% -$20.2K
ERIC icon
2686
Ericsson
ERIC
$32.7B
$2.8K ﹤0.01%
437
+116
+36% +$648
RNG icon
2687
RingCentral
RNG
$4.77B
$2.8K ﹤0.01%
99
-198
-67% -$6.37K
SKT icon
2688
Tanger
SKT
$4.84B
$2.79K ﹤0.01%
106
– –
WFH
2689
DELISTED
Direxion Work From Home ETF
WFH
$2.79K ﹤0.01%
50
– –
UFO icon
2690
Procure Space ETF
UFO
$613M
$2.77K ﹤0.01%
170
– –
MNKD icon
2691
MannKind Corp
MNKD
$1.21B
$2.69K ﹤0.01%
500
– –
FIZZ icon
2692
National Beverage
FIZZ
$3.05B
$2.66K ﹤0.01%
51
– –
NKX icon
2693
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$655M
$2.66K ﹤0.01%
+208
New +$2.48K
VBIV
2694
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$2.63K ﹤0.01%
3,500
– –
CSV icon
2695
Carriage Services
CSV
$648M
$2.63K ﹤0.01%
100
– –
SLI
2696
Standard Lithium
SLI
$493M
$2.62K ﹤0.01%
+2,000
New +$2.78K
DDD icon
2697
3D Systems Corp
DDD
$412M
$2.62K ﹤0.01%
748
-752
-50% -$2.76K
ITI
2698
DELISTED
Iteris, Inc.
ITI
$2.62K ﹤0.01%
600
– –
INFN
2699
DELISTED
Infinera Corporation Common Stock
INFN
$2.6K ﹤0.01%
425
-1,000
-70% -$5.29K
FARM
2700
DELISTED
Farmer Brothers
FARM
$2.6K ﹤0.01%
1,000
– –
106 107
108
109 110

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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 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.