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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
UVE icon
2676
Universal Insurance Holdings
UVE
$1.26B
$2.22K ﹤0.01%
113
-1,210
-91% -$25.3K
BOE icon
2677
BlackRock Enhanced Global Dividend Trust
BOE
$659M
$2.22K ﹤0.01%
202
+2
+1% +$22
IBEX icon
2678
IBEX
IBEX
$489M
$2.21K ﹤0.01%
103
– –
TME icon
2679
Tencent Music
TME
$15.9B
$2.18K ﹤0.01%
200
-100
-33% -$1.19K
KELYA icon
2680
Kelly Services Class A
KELYA
$548M
$2.17K ﹤0.01%
157
– –
HAIN icon
2681
Hain Celestial
HAIN
$44.6M
$2.16K ﹤0.01%
402
+167
+71% +$1.34K
CRC icon
2682
California Resources
CRC
$4.49B
$2.16K ﹤0.01%
41
– –
SANA icon
2683
Sana Biotechnology
SANA
$882M
$2.15K ﹤0.01%
500
-125
-20% -$373
CRNC icon
2684
Cerence
CRNC
$359M
$2.14K ﹤0.01%
137
– –
WRLD icon
2685
World Acceptance Corp
WRLD
$861M
$2.14K ﹤0.01%
19
– –
XRX icon
2686
Xerox
XRX
$345M
$2.14K ﹤0.01%
240
-2,671
-92% -$24.6K
SAH icon
2687
Sonic Automotive
SAH
$3.56B
$2.13K ﹤0.01%
33
– –
GTN icon
2688
Gray Television
GTN
$437M
$2.12K ﹤0.01%
600
– –
FTXL icon
2689
First Trust Nasdaq Semiconductor ETF
FTXL
$1.93B
$2.12K ﹤0.01%
23
– –
VTMX icon
2690
Vesta Real Estate
VTMX
$3.22B
$2.1K ﹤0.01%
85
-12
-12% -$307
SPIB icon
2691
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$2.09K ﹤0.01%
64
-587
-90% -$19.4K
IDX icon
2692
VanEck Indonesia Index ETF
IDX
$31.3M
$2.09K ﹤0.01%
140
-60
-30% -$997
ALKS icon
2693
Alkermes
ALKS
$8.11B
$2.08K ﹤0.01%
73
– –
HIMX
2694
Himax Technologies
HIMX
$2.03B
$2.07K ﹤0.01%
263
– –
UVIX icon
2695
2x Long VIX Futures ETF
UVIX
$300M
$2.06K ﹤0.01%
+3
New +$2.56K
PII icon
2696
Polaris
PII
$3.83B
$2.05K ﹤0.01%
37
-217
-85% -$15.1K
KSA icon
2697
iShares MSCI Saudi Arabia ETF
KSA
$612M
$2.05K ﹤0.01%
50
-20
-29% -$832
HOVR icon
2698
New Horizon Aircraft
HOVR
$106M
$2.04K ﹤0.01%
2,000
– –
YORW icon
2699
York Water
YORW
$511M
$2.02K ﹤0.01%
65
– –
WFRD icon
2700
Weatherford International
WFRD
$5.9B
$2.02K ﹤0.01%
28
-67
-71% -$5.49K
106 107
108
109 110

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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.