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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
NNE
2701
Nano Nuclear Energy
NNE
$799M
$2.01K ﹤0.01%
+75
New +$1.7K
PSCE icon
2702
Invesco S&P SmallCap Energy ETF
PSCE
$94M
$1.99K ﹤0.01%
+40
New +$2.01K
RLGT icon
2703
Radiant Logistics
RLGT
$400M
$1.98K ﹤0.01%
299
– –
BRX icon
2704
Brixmor Property Group
BRX
$9.72B
$1.97K ﹤0.01%
+75
New +$2.13K
DNN icon
2705
Denison Mines
DNN
$2.43B
$1.96K ﹤0.01%
1,000
– –
FRPH icon
2706
FRP Holdings
FRPH
$439M
$1.95K ﹤0.01%
66
– –
SUSC icon
2707
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.94K ﹤0.01%
86
– –
DRVN icon
2708
Driven Brands
DRVN
$2.47B
$1.94K ﹤0.01%
125
– –
GLDD
2709
DELISTED
Great Lakes Dredge & Dock
GLDD
$1.93K ﹤0.01%
170
– –
MGNI icon
2710
Magnite
MGNI
$2.83B
$1.89K ﹤0.01%
115
– –
MCR
2711
DELISTED
MFS Charter Income Trust
MCR
$1.88K ﹤0.01%
300
– –
SHLD icon
2712
Global X Defense Tech ETF
SHLD
$6.92B
$1.88K ﹤0.01%
50
– –
ADAP
2713
DELISTED
Adaptimmune Therapeutics
ADAP
$1.87K ﹤0.01%
3,023
– –
BZ icon
2714
Kanzhun
BZ
$7.19B
$1.84K ﹤0.01%
138
– –
IAS
2715
DELISTED
Integral Ad Science
IAS
$1.84K ﹤0.01%
180
– –
BLCO icon
2716
Bausch + Lomb
BLCO
$5.78B
$1.81K ﹤0.01%
+100
New +$1.95K
FARM
2717
DELISTED
Farmer Brothers
FARM
$1.8K ﹤0.01%
1,000
– –
PRNT icon
2718
The 3D Printing ETF
PRNT
$59M
$1.79K ﹤0.01%
85
– –
GT icon
2719
Goodyear
GT
$2.09B
$1.74K ﹤0.01%
200
– –
GKOS icon
2720
Glaukos
GKOS
$9.49B
$1.74K ﹤0.01%
11
– –
APPN icon
2721
Appian
APPN
$2.11B
$1.74K ﹤0.01%
50
– –
GPK icon
2722
Graphic Packaging
GPK
$3.35B
$1.74K ﹤0.01%
65
-314
-83% -$9.08K
JAKK icon
2723
Jakks Pacific
JAKK
$303M
$1.71K ﹤0.01%
60
– –
CSTL icon
2724
Castle Biosciences
CSTL
$742M
$1.7K ﹤0.01%
+52
New +$1.58K
APG icon
2725
APi Group
APG
$16.7B
$1.67K ﹤0.01%
69
-365
-84% -$8.68K
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 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.