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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
CLSD
2776
DELISTED
Clearside Biomedical
CLSD
$1.74K ﹤0.01%
+73
New +$1.57K
WEAV icon
2777
Weave Communications
WEAV
$522M
$1.71K ﹤0.01%
+150
New +$1.8K
PAVM icon
2778
PAVmed
PAVM
$36.2M
$1.71K ﹤0.01%
+28
New +$2.12K
SHLD icon
2779
Global X Defense Tech ETF
SHLD
$7B
$1.66K ﹤0.01%
+50
New +$1.5K
CVE icon
2780
Cenovus Energy
CVE
$56.5B
$1.65K ﹤0.01%
+82
New +$1.4K
BRF icon
2781
VanEck Brazil Small-Cap ETF
BRF
$22M
$1.65K ﹤0.01%
+100
New +$1.65K
BWX icon
2782
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$1.64K ﹤0.01%
+74
New +$1.66K
AIN icon
2783
Albany International
AIN
$2.1B
$1.63K ﹤0.01%
+18
New +$1.65K
LGF.B
2784
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$1.63K ﹤0.01%
+175
New +$1.62K
DOLE icon
2785
Dole
DOLE
$1.36B
$1.63K ﹤0.01%
+138
New +$1.6K
NMAI icon
2786
Nuveen Multi-Asset Income Fund
NMAI
$461M
$1.62K ﹤0.01%
+131
New +$1.59K
RLGT icon
2787
Radiant Logistics
RLGT
$388M
$1.62K ﹤0.01%
+299
New +$1.77K
AGR
2788
DELISTED
Avangrid, Inc.
AGR
$1.62K ﹤0.01%
+45
New +$1.47K
SPTS icon
2789
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$1.61K ﹤0.01%
56
-12,924
-100% -$374K
SASR
2790
DELISTED
Sandy Spring Bancorp Inc
SASR
$1.6K ﹤0.01%
+72
New +$1.69K
NUS icon
2791
Nu Skin
NUS
$254M
$1.56K ﹤0.01%
+116
New +$1.81K
NEON icon
2792
Neonode
NEON
$13.4M
$1.56K ﹤0.01%
+1,000
New +$1.67K
IBEX icon
2793
IBEX
IBEX
$475M
$1.54K ﹤0.01%
+103
New +$1.69K
ZROZ icon
2794
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.32B
$1.53K ﹤0.01%
+20
New +$1.58K
EPM icon
2795
Evolution Petroleum
EPM
$131M
$1.53K ﹤0.01%
+250
New +$1.44K
TCS
2796
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$1.51K ﹤0.01%
+87
New +$1.88K
SAM icon
2797
Boston Beer
SAM
$1.93B
$1.5K ﹤0.01%
+5
New +$1.67K
OEFA
2798
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$36.7M
$1.5K ﹤0.01%
+50
New +$1.45K
NEWP
2799
New Pacific Metals
NEWP
$881M
$1.49K ﹤0.01%
+1,000
New +$1.25K
WMG icon
2800
Warner Music
WMG
$14.4B
$1.49K ﹤0.01%
+45
New +$1.57K
110 111
112
113 114

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Comerica Bank
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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.