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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
IMTM icon
2726
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.99B
$1.67K ﹤0.01%
+44
New +$1.72K
SKX
2727
DELISTED
Skechers
SKX
$1.66K ﹤0.01%
24
– –
FCBC icon
2728
First Community Bankshares
FCBC
$899M
$1.64K ﹤0.01%
41
– –
DFH icon
2729
Dream Finders Homes
DFH
$1.41B
$1.63K ﹤0.01%
73
– –
EMLC icon
2730
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.76B
$1.6K ﹤0.01%
69
+25
+57% +$600
BWX icon
2731
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.6K ﹤0.01%
76
+1
+1% +$22
KE
2732
Kimball Electronics
KE
$564M
$1.58K ﹤0.01%
86
-5,600
-98% -$105K
KWR icon
2733
Quaker Houghton
KWR
$2.58B
$1.57K ﹤0.01%
12
– –
LAB icon
2734
Standard BioTools
LAB
$342M
$1.57K ﹤0.01%
900
– –
NMAI icon
2735
Nuveen Multi-Asset Income Fund
NMAI
$456M
$1.57K ﹤0.01%
131
– –
ITCI
2736
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$1.57K ﹤0.01%
+19
New +$1.56K
KOS icon
2737
Kosmos Energy
KOS
$1.47B
$1.57K ﹤0.01%
418
– –
IRBT
2738
DELISTED
iRobot
IRBT
$1.56K ﹤0.01%
145
-1,000
-87% -$8.01K
PVH icon
2739
PVH
PVH
$4.07B
$1.56K ﹤0.01%
15
-2
-12% -$205
HI
2740
DELISTED
Hillenbrand
HI
$1.55K ﹤0.01%
50
– –
JHMM icon
2741
John Hancock Multifactor Mid Cap ETF
JHMM
$5.88B
$1.51K ﹤0.01%
+25
New +$1.54K
ASUR icon
2742
Asure Software
ASUR
$242M
$1.5K ﹤0.01%
132
– –
AMRN
2743
Amarin Corp
AMRN
$297M
$1.49K ﹤0.01%
135
– –
PATH icon
2744
UiPath
PATH
$6.52B
$1.48K ﹤0.01%
110
-1,056
-91% -$14K
ST icon
2745
Sensata Technologies
ST
$6.69B
$1.44K ﹤0.01%
52
-304
-85% -$9.87K
ASPI icon
2746
ASP Isotopes
ASPI
$446M
$1.42K ﹤0.01%
+300
New +$1.6K
IAG icon
2747
IAMGOLD
IAG
$8.05B
$1.41K ﹤0.01%
250
– –
ODP
2748
DELISTED
ODP
ODP
$1.41K ﹤0.01%
63
– –
OEFA
2749
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$36M
$1.4K ﹤0.01%
50
– –
ZROZ icon
2750
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.33B
$1.39K ﹤0.01%
21
– –
108 109
110
111 112

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.