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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
+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
CBT icon
2701
Cabot Corp
CBT
$4.7B
$2.6K ﹤0.01%
29
– –
IAK icon
2702
iShares US Insurance ETF
IAK
$525M
$2.59K ﹤0.01%
23
-10
-30% -$1.14K
SCSC icon
2703
Scansource
SCSC
$1.16B
$2.59K ﹤0.01%
61
– –
BBEU icon
2704
JPMorgan BetaBuilders Europe ETF
BBEU
$9.22B
$2.58K ﹤0.01%
43
-32
-43% -$1.91K
FIDU icon
2705
Fidelity MSCI Industrials Index ETF
FIDU
$2.34B
$2.58K ﹤0.01%
40
+1
+3% +$66
FISI icon
2706
Financial Institutions
FISI
$830M
$2.57K ﹤0.01%
136
– –
FG icon
2707
F&G Annuities & Life
FG
$4.03B
$2.57K ﹤0.01%
68
– –
AGCO icon
2708
AGCO
AGCO
$8.96B
$2.55K ﹤0.01%
27
-259
-91% -$28.9K
SQFT icon
2709
Presidio Property Trust
SQFT
$3.01M
$2.55K ﹤0.01%
407
– –
KBWP icon
2710
Invesco KBW Property & Casualty Insurance ETF
KBWP
$277M
$2.54K ﹤0.01%
25
– –
GIB icon
2711
CGI
GIB
$15B
$2.54K ﹤0.01%
25
– –
NYF icon
2712
iShares New York Muni Bond ETF
NYF
$1.38B
$2.53K ﹤0.01%
+47
New +$2.5K
PCTTW
2713
PureCycle Technologies Inc Warrant
PCTTW
$9.5M
$2.5K ﹤0.01%
2,000
– –
LXU icon
2714
LSB Industries
LXU
$822M
$2.5K ﹤0.01%
322
– –
REVG
2715
DELISTED
REV Group
REVG
$2.48K ﹤0.01%
100
– –
AAOI icon
2716
Applied Optoelectronics
AAOI
$7.07B
$2.45K ﹤0.01%
287
– –
GDS icon
2717
GDS Holdings
GDS
$6.14B
$2.45K ﹤0.01%
207
-678
-77% -$5.48K
SHG icon
2718
Shinhan Financial Group
SHG
$32.8B
$2.44K ﹤0.01%
65
– –
FTXL icon
2719
First Trust Nasdaq Semiconductor ETF
FTXL
$2.05B
$2.44K ﹤0.01%
23
– –
CAC icon
2720
Camden National
CAC
$979M
$2.41K ﹤0.01%
75
– –
IIGD icon
2721
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$2.41K ﹤0.01%
100
– –
THCH icon
2722
TH International
THCH
$52.5M
$2.41K ﹤0.01%
700
+100
+17% +$516
FSLY icon
2723
Fastly Inc
FSLY
$3.26B
$2.4K ﹤0.01%
326
-200
-38% -$1.96K
SCHL icon
2724
Scholastic
SCHL
$766M
$2.4K ﹤0.01%
68
– –
YORW icon
2725
York Water
YORW
$517M
$2.4K ﹤0.01%
65
– –
107 108
109
110 111

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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 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.