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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
ILMN icon
251
Illumina
ILMN
$28.8B
$23.1M 0.04%
165,305
+1,801
+1% +$256K
TM icon
252
Toyota
TM
$220B
$22.9M 0.04%
119,059
-3,482
-3% -$613K
STR
253
DELISTED
Sitio Royalties
STR
$22.9M 0.04%
1,119,143
-108,950
-9% -$2.43M
VCSH icon
254
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$22.8M 0.04%
292,681
+3,229
+1% +$253K
EPI icon
255
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$22.2M 0.04%
494,300
+406
+0.1% +$19.3K
IJR icon
256
iShares Core S&P Small-Cap ETF
IJR
$109B
$22.2M 0.04%
192,667
-53,087
-22% -$6.34M
ACWX icon
257
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$22.1M 0.04%
420,496
+412,635
+5,249% +$22.6M
SUB icon
258
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$22M 0.04%
208,751
+100,106
+92% +$10.6M
VBK icon
259
Vanguard Small-Cap Growth ETF
VBK
$23B
$21.8M 0.04%
76,628
-3,774
-5% -$1.07M
MDB icon
260
MongoDB
MDB
$24.6B
$21.3M 0.04%
85,519
+8,068
+10% +$2.28M
CWEN icon
261
Clearway Energy Class C
CWEN
$4.89B
$21.2M 0.04%
822,818
+158,722
+24% +$4.39M
LYV icon
262
Live Nation Entertainment
LYV
$42.2B
$21.1M 0.04%
161,971
-5,256
-3% -$662K
BAM icon
263
Brookfield Asset Management
BAM
$75.8B
$20.8M 0.04%
373,515
-3,498
-0.9% -$189K
WCC
264
WESCO International
WCC
$15.9B
$20.8M 0.04%
113,325
-3,123
-3% -$590K
ENB icon
265
Enbridge
ENB
$122B
$20.2M 0.04%
458,916
+4,906
+1% +$205K
GD icon
266
General Dynamics
GD
$106B
$20.2M 0.04%
77,245
-601
-0.8% -$173K
LQD icon
267
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$20.2M 0.04%
190,136
-11,517
-6% -$1.26M
BAC icon
268
Bank of America
BAC
$438B
$19.9M 0.04%
431,307
-9,599
-2% -$422K
PCOR icon
269
Procore
PCOR
$7.3B
$19.8M 0.04%
259,401
-74,275
-22% -$5.27M
MPC icon
270
Marathon Petroleum
MPC
$90.8B
$19.5M 0.04%
137,188
+54,125
+65% +$8.26M
BIP icon
271
Brookfield Infrastructure Partners
BIP
$19B
$19.5M 0.04%
595,704
-18,298
-3% -$624K
FND icon
272
Floor & Decor
FND
$6.2B
$19.2M 0.03%
199,329
-6,094
-3% -$655K
ZWS icon
273
Zurn Elkay Water Solutions
ZWS
$8.26B
$19.1M 0.03%
515,604
-14,267
-3% -$544K
BEP icon
274
Brookfield Renewable
BEP
$9.54B
$19M 0.03%
838,639
-77,847
-8% -$1.99M
PNR icon
275
Pentair
PNR
$10.7B
$18.9M 0.03%
189,887
-4,428
-2% -$454K
9 10
11
12 13

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CWM
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VRS
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FAF
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BGIM
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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.