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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
DNN icon
2751
Denison Mines
DNN
$2.49B
$2.03K ﹤0.01%
1,000
– –
FWRD icon
2752
Forward Air
FWRD
$467M
$2.03K ﹤0.01%
105
-9
-8% -$186
REZI icon
2753
Resideo Technologies
REZI
$5.55B
$2.02K ﹤0.01%
106
– –
ZVRA icon
2754
Zevra Therapeutics
ZVRA
$575M
$2.02K ﹤0.01%
450
– –
TFPM icon
2755
Triple Flag Precious Metals
TFPM
$5.9B
$2.02K ﹤0.01%
+129
New +$2.06K
SFNC icon
2756
Simmons First National
SFNC
$3.39B
$2K ﹤0.01%
117
– –
AMRN
2757
Amarin Corp
AMRN
$293M
$1.99K ﹤0.01%
135
– –
SUSC icon
2758
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$1.97K ﹤0.01%
86
-354
-80% -$8.01K
DRH icon
2759
Diamondrock Hospitality Co
DRH
$2.67B
$1.96K ﹤0.01%
238
– –
HI
2760
DELISTED
Hillenbrand
HI
$1.95K ﹤0.01%
50
– –
NMR icon
2761
Nomura Holdings
NMR
$28.1B
$1.95K ﹤0.01%
328
+182
+125% +$1.08K
SEDG icon
2762
SolarEdge
SEDG
$2.44B
$1.94K ﹤0.01%
71
-38
-35% -$1.98K
CAKE icon
2763
Cheesecake Factory
CAKE
$4.42B
$1.94K ﹤0.01%
51
– –
LEE icon
2764
Lee Enterprises
LEE
$177M
$1.94K ﹤0.01%
180
– –
KOS icon
2765
Kosmos Energy
KOS
$1.39B
$1.93K ﹤0.01%
352
+107
+44% +$624
MCR
2766
DELISTED
MFS Charter Income Trust
MCR
$1.9K ﹤0.01%
300
– –
MTSI icon
2767
MACOM Technology Solutions
MTSI
$19B
$1.89K ﹤0.01%
+16
New +$1.63K
PROP icon
2768
Prairie Operating Co
PROP
$66.5M
$1.89K ﹤0.01%
+203
New +$2.57K
PII icon
2769
Polaris
PII
$4.07B
$1.87K ﹤0.01%
25
+15
+150% +$1.27K
LAZR
2770
DELISTED
Luminar Technologies
LAZR
$1.87K ﹤0.01%
81
+20
+33% +$474
TALO icon
2771
Talos Energy
TALO
$2.28B
$1.87K ﹤0.01%
160
– –
XPEV icon
2772
XPeng
XPEV
$12.2B
$1.86K ﹤0.01%
+250
New +$1.97K
DFH icon
2773
Dream Finders Homes
DFH
$1.49B
$1.85K ﹤0.01%
73
-135
-65% -$4.27K
AIM
2774
AIM ImmunoTech
AIM
$6.54M
$1.84K ﹤0.01%
+50
New +$2.12K
CGC
2775
Canopy Growth
CGC
$377M
$1.84K ﹤0.01%
294
-10
-3% -$86
109 110
111
112 113

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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.