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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
WRLD icon
2726
World Acceptance Corp
WRLD
$880M
$2.4K ﹤0.01%
19
– –
NEON icon
2727
Neonode
NEON
$12.9M
$2.38K ﹤0.01%
1,000
– –
ODP
2728
DELISTED
ODP
ODP
$2.37K ﹤0.01%
63
– –
PJUL icon
2729
Innovator US Equity Power Buffer ETF July
PJUL
$1.23B
$2.36K ﹤0.01%
60
– –
PACB icon
2730
Pacific Biosciences
PACB
$432M
$2.32K ﹤0.01%
1,734
+250
+17% +$505
PINK icon
2731
Simplify Health Care ETF
PINK
$381M
$2.32K ﹤0.01%
75
-250
-77% -$7.48K
PBYI icon
2732
Puma Biotechnology
PBYI
$406M
$2.31K ﹤0.01%
775
– –
BNT
2733
Brookfield Wealth Solutions
BNT
$11.8B
$2.3K ﹤0.01%
81
– –
NATL icon
2734
NCR Atleos
NATL
$3.47B
$2.3K ﹤0.01%
80
-20
-20% -$488
VYX icon
2735
NCR Voyix
VYX
$1.19B
$2.27K ﹤0.01%
162
-40
-20% -$504
LUMN icon
2736
Lumen
LUMN
$6.38B
$2.26K ﹤0.01%
2,136
+69
+3% +$87
ALKS icon
2737
Alkermes
ALKS
$8.42B
$2.22K ﹤0.01%
91
+18
+25% +$442
GT icon
2738
Goodyear
GT
$2.12B
$2.17K ﹤0.01%
200
-19
-9% -$232
SLM icon
2739
SLM Corp
SLM
$4.74B
$2.17K ﹤0.01%
105
– –
FUL icon
2740
H.B. Fuller
FUL
$3.07B
$2.16K ﹤0.01%
28
– –
BOE icon
2741
BlackRock Enhanced Global Dividend Trust
BOE
$666M
$2.15K ﹤0.01%
200
– –
CRC icon
2742
California Resources
CRC
$4.38B
$2.13K ﹤0.01%
41
– –
FENY icon
2743
Fidelity MSCI Energy Index ETF
FENY
$1.94B
$2.13K ﹤0.01%
86
-1,800
-95% -$46K
UVE icon
2744
Universal Insurance Holdings
UVE
$1.23B
$2.11K ﹤0.01%
113
– –
CNF
2745
CNFinance Holdings
CNF
$41M
$2.09K ﹤0.01%
134
– –
HERO icon
2746
Global X Video Games & Esports ETF
HERO
$63.8M
$2.08K ﹤0.01%
96
– –
CODX
2747
Co-Diagnostics
CODX
$5.2M
$2.06K ﹤0.01%
55
– –
SPIB icon
2748
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$2.06K ﹤0.01%
63
-6,219
-99% -$201K
SDOW icon
2749
ProShares UltraPro Short Dow 30
SDOW
$160M
$2.05K ﹤0.01%
31
– –
RUN icon
2750
Sunrun
RUN
$2.3B
$2.05K ﹤0.01%
162
-150,206
-100% -$1.84M
108 109
110
111 112

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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.