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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
OII icon
2776
Oceaneering
OII
$4.64B
$1.17K ﹤0.01%
43
– –
OUST icon
2777
Ouster
OUST
$2.11B
$1.13K ﹤0.01%
90
– –
FIVN icon
2778
FIVE9
FIVN
$2.08B
$1.13K ﹤0.01%
29
– –
ARW icon
2779
Arrow Electronics
ARW
$10.5B
$1.12K ﹤0.01%
10
– –
BRF icon
2780
VanEck Brazil Small-Cap ETF
BRF
$21.5M
$1.11K ﹤0.01%
100
– –
BBD icon
2781
Banco Bradesco
BBD
$37.4B
$1.11K ﹤0.01%
580
– –
LOAN
2782
Manhattan Bridge Capital
LOAN
$48M
$1.1K ﹤0.01%
200
– –
ROIV icon
2783
Roivant Sciences
ROIV
$23.6B
$1.1K ﹤0.01%
100
– –
WULF icon
2784
TeraWulf
WULF
$7.48B
$1.1K ﹤0.01%
+200
New +$1.29K
SG icon
2785
Sweetgreen
SG
$756M
$1.1K ﹤0.01%
34
-100
-75% -$3.73K
E icon
2786
ENI
E
$78.1B
$1.09K ﹤0.01%
39
– –
LESL icon
2787
Leslie's
LESL
$8.33M
$1.09K ﹤0.01%
25
– –
NIO icon
2788
NIO
NIO
$11.9B
$1.09K ﹤0.01%
252
-350
-58% -$1.78K
URNM icon
2789
Sprott Uranium Miners ETF
URNM
$1.71B
$1.08K ﹤0.01%
26
– –
CLSD
2790
DELISTED
Clearside Biomedical
CLSD
$1.07K ﹤0.01%
73
– –
AXGN icon
2791
Axogen
AXGN
$2.2B
$1.07K ﹤0.01%
70
-90
-56% -$1.27K
ONC
2792
BeOne Medicines Ltd
ONC
$33.9B
$1.07K ﹤0.01%
6
+2
+50% +$409
CTKB icon
2793
Cytek Biosciences
CTKB
$566M
$1.05K ﹤0.01%
154
– –
LIDR icon
2794
AEye
LIDR
$47.2M
$1.03K ﹤0.01%
471
– –
FTEK icon
2795
Fuel Tech
FTEK
$43M
$1.02K ﹤0.01%
1,000
-51,100
-98% -$52.7K
JNUG icon
2796
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$348M
$1.02K ﹤0.01%
25
– –
WOOF icon
2797
Petco
WOOF
$797M
$1K ﹤0.01%
250
-150
-38% -$678
RES icon
2798
RPC Inc
RES
$1.13B
$993 ﹤0.01%
161
– –
EVC icon
2799
Entravision Communication
EVC
$1.02B
$985 ﹤0.01%
432
– –
DINO icon
2800
HF Sinclair
DINO
$16.2B
$939 ﹤0.01%
27
– –
110 111
112
113 114

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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
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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.