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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFNC icon
2726
Simmons First National
SFNC
$3.38B
$2.26K ﹤0.01%
+117
New +$2.22K
UVE icon
2727
Universal Insurance Holdings
UVE
$1.23B
$2.25K ﹤0.01%
+113
New +$2.04K
SLM icon
2728
SLM Corp
SLM
$4.86B
$2.24K ﹤0.01%
+105
New +$2.09K
TALO icon
2729
Talos Energy
TALO
$2.44B
$2.23K ﹤0.01%
+160
New +$2.09K
BNT
2730
Brookfield Wealth Solutions
BNT
$11.7B
$2.22K ﹤0.01%
+81
New +$2.18K
BMRA icon
2731
Biomerica
BMRA
$4.91M
$2.22K ﹤0.01%
+325
New +$2.64K
FUL icon
2732
H.B. Fuller
FUL
$2.98B
$2.21K ﹤0.01%
+28
New +$2.19K
CRC icon
2733
California Resources
CRC
$4.53B
$2.21K ﹤0.01%
+41
New +$2.14K
WOOF icon
2734
Petco
WOOF
$794M
$2.21K ﹤0.01%
+1,060
New +$2.69K
GTN icon
2735
Gray Television
GTN
$417M
$2.2K ﹤0.01%
+365
New +$2.79K
REVG
2736
DELISTED
REV Group
REVG
$2.19K ﹤0.01%
+100
New +$1.87K
SHG icon
2737
Shinhan Financial Group
SHG
$34B
$2.19K ﹤0.01%
+65
New +$2.1K
BFLY icon
2738
Butterfly Network
BFLY
$2.18B
$2.18K ﹤0.01%
+2,100
New +$2.25K
JPLD icon
2739
JPMorgan Limited Duration Bond ETF
JPLD
$3.96B
$2.18K ﹤0.01%
+43
New +$2.18K
KFRC icon
2740
Kforce
KFRC
$1.02B
$2.17K ﹤0.01%
+31
New +$2.12K
MNKD icon
2741
MannKind Corp
MNKD
$1.27B
$2.17K ﹤0.01%
+500
New +$1.96K
VBIV
2742
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$2.16K ﹤0.01%
+3,500
New +$2.15K
ALG icon
2743
Alamo Group
ALG
$1.92B
$2.14K ﹤0.01%
+10
New +$2.09K
INVE icon
2744
Identive
INVE
$64.8M
$2.13K ﹤0.01%
+253
New +$2.02K
FTXL icon
2745
First Trust Nasdaq Semiconductor ETF
FTXL
$2.1B
$2.12K ﹤0.01%
+23
New +$1.95K
CRNC icon
2746
Cerence
CRNC
$375M
$2.1K ﹤0.01%
+137
New +$2.32K
DNN icon
2747
Denison Mines
DNN
$2.64B
$2.07K ﹤0.01%
+1,000
New +$1.9K
NWSA icon
2748
News Corp Class A
NWSA
$15.2B
$2.06K ﹤0.01%
+80
New +$2.03K
BOE icon
2749
BlackRock Enhanced Global Dividend Trust
BOE
$675M
$2.06K ﹤0.01%
+200
New +$2.03K
DV icon
2750
DoubleVerify
DV
$1.69B
$2.04K ﹤0.01%
+60
New +$2.23K
108 109
110
111 112

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 Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.