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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
FRPH icon
2776
FRP Holdings
FRPH
$448M
$1.84K ﹤0.01%
+66
New +$1.98K
SE icon
2777
Sea Limited
SE
$65.8B
$1.82K ﹤0.01%
25
-200
-89% -$13.2K
NKTX icon
2778
Nkarta
NKTX
$159M
$1.82K ﹤0.01%
+344
New +$2.43K
KE
2779
Kimball Electronics
KE
$593M
$1.81K ﹤0.01%
86
– –
PVH icon
2780
PVH
PVH
$4.01B
$1.81K ﹤0.01%
17
-35
-67% -$3.96K
INDL icon
2781
Direxion Daily MSCI India Bull 2X ETF
INDL
$56M
$1.81K ﹤0.01%
+25
New +$1.61K
WWW icon
2782
Wolverine World Wide
WWW
$1.71B
$1.81K ﹤0.01%
140
-120
-46% -$1.44K
ITCI
2783
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$1.79K ﹤0.01%
25
-9
-26% -$624
UGP icon
2784
Ultrapar
UGP
$6.74B
$1.79K ﹤0.01%
433
– –
FCFS icon
2785
FirstCash
FCFS
$9.06B
$1.74K ﹤0.01%
+17
New +$2.01K
SAH icon
2786
Sonic Automotive
SAH
$3.31B
$1.74K ﹤0.01%
33
– –
AAN
2787
DELISTED
The Aaron's Company Inc
AAN
$1.74K ﹤0.01%
174
– –
LMND icon
2788
Lemonade
LMND
$4.77B
$1.73K ﹤0.01%
103
-10
-9% -$167
NWS icon
2789
News Corp Class B
NWS
$17.2B
$1.71K ﹤0.01%
61
+51
+510% +$1.36K
PRNT icon
2790
The 3D Printing ETF
PRNT
$59.5M
$1.71K ﹤0.01%
85
– –
SASR
2791
DELISTED
Sandy Spring Bancorp Inc
SASR
$1.71K ﹤0.01%
72
– –
NMAI icon
2792
Nuveen Multi-Asset Income Fund
NMAI
$462M
$1.69K ﹤0.01%
131
– –
SHLD icon
2793
Global X Defense Tech ETF
SHLD
$7.13B
$1.67K ﹤0.01%
50
– –
ALG icon
2794
Alamo Group
ALG
$2B
$1.67K ﹤0.01%
10
– –
LAB icon
2795
Standard BioTools
LAB
$311M
$1.67K ﹤0.01%
900
– –
AGR
2796
DELISTED
Avangrid, Inc.
AGR
$1.65K ﹤0.01%
47
+2
+4% +$72
RLGT icon
2797
Radiant Logistics
RLGT
$411M
$1.65K ﹤0.01%
299
– –
BCAB icon
2798
BioAtla
BCAB
$5.86M
$1.64K ﹤0.01%
26
– –
IBEX icon
2799
IBEX
IBEX
$480M
$1.62K ﹤0.01%
103
– –
BWX icon
2800
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$1.62K ﹤0.01%
75
+1
+1% +$22
110 111
112
113 114

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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.