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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
BKCH icon
2751
Global X Blockchain ETF
BKCH
$192M
$1.38K ﹤0.01%
+25
New +$1.48K
HR icon
2752
Healthcare Realty
HR
$7.56B
$1.38K ﹤0.01%
84
– –
FVRR icon
2753
Fiverr
FVRR
$331M
$1.38K ﹤0.01%
43
– –
SAM icon
2754
Boston Beer
SAM
$1.95B
$1.38K ﹤0.01%
5
-2
-29% -$604
SCHL icon
2755
Scholastic
SCHL
$774M
$1.35K ﹤0.01%
68
– –
PDS
2756
Precision Drilling
PDS
$946M
$1.35K ﹤0.01%
21
– –
RELL icon
2757
Richardson Electronics
RELL
$244M
$1.34K ﹤0.01%
104
– –
CALX icon
2758
Calix
CALX
$2.24B
$1.34K ﹤0.01%
35
– –
EPM icon
2759
Evolution Petroleum
EPM
$133M
$1.33K ﹤0.01%
250
– –
WMG icon
2760
Warner Music
WMG
$15.2B
$1.32K ﹤0.01%
45
-156
-78% -$4.99K
IIGD icon
2761
Invesco Investment Grade Defensive ETF
IIGD
$26.7M
$1.31K ﹤0.01%
54
-46
-46% -$1.12K
SOXQ icon
2762
Invesco PHLX Semiconductor ETF
SOXQ
$2.11B
$1.3K ﹤0.01%
32
– –
LICY
2763
DELISTED
Li-Cycle Holdings Corp.
LICY
$1.3K ﹤0.01%
650
– –
DHF
2764
BNY Mellon High Yield Strategies Fund
DHF
$170M
$1.29K ﹤0.01%
500
– –
VMEO
2765
DELISTED
Vimeo
VMEO
$1.29K ﹤0.01%
201
+200
+20,000% +$1.2K
BMRA icon
2766
Biomerica
BMRA
$4.91M
$1.28K ﹤0.01%
488
+163
+50% +$430
SVM
2767
Silvercorp Metals
SVM
$2.02B
$1.26K ﹤0.01%
412
– –
SGMO
2768
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$1.22K ﹤0.01%
1,000
– –
SHOC icon
2769
Strive US Semiconductor ETF
SHOC
$211M
$1.19K ﹤0.01%
25
-5
-17% -$233
VC icon
2770
Visteon
VC
$2.85B
$1.19K ﹤0.01%
14
– –
JPLD icon
2771
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.18K ﹤0.01%
23
– –
THRY icon
2772
Thryv Holdings
THRY
$184M
$1.18K ﹤0.01%
82
– –
XP icon
2773
XP
XP
$8.43B
$1.18K ﹤0.01%
107
– –
INDL icon
2774
Direxion Daily MSCI India Bull 2X ETF
INDL
$55.5M
$1.18K ﹤0.01%
20
-30
-60% -$1.98K
ADEA icon
2775
Adeia
ADEA
$2.55B
$1.17K ﹤0.01%
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 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.