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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
BH icon
2801
Biglari Holdings Class B
BH
$1.2B
$912 ﹤0.01%
4
– –
PINK icon
2802
Simplify Health Care ETF
PINK
$381M
$911 ﹤0.01%
30
-40
-57% -$1.26K
KBA icon
2803
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$148M
$907 ﹤0.01%
40
-10
-20% -$249
EXEEL
2804
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$907 ﹤0.01%
+10
New +$800
GEF.B icon
2805
Greif Class B
GEF.B
$4.13B
$895 ﹤0.01%
+14
New +$988
CDE icon
2806
Coeur Mining
CDE
$15.1B
$869 ﹤0.01%
135
– –
OTLY
2807
Oatly Group
OTLY
$476M
$851 ﹤0.01%
63
– –
EQX icon
2808
Equinox Gold
EQX
$7.07B
$847 ﹤0.01%
146
– –
NMR icon
2809
Nomura Holdings
NMR
$28.3B
$846 ﹤0.01%
147
– –
TE
2810
T1 Energy
TE
$1.04B
$845 ﹤0.01%
325
-200
-38% -$336
GRFS
2811
Grifois
GRFS
$5.55B
$836 ﹤0.01%
110
– –
DNA icon
2812
Ginkgo Bioworks
DNA
$498M
$833 ﹤0.01%
75
– –
SAGE
2813
DELISTED
Sage Therapeutics
SAGE
$819 ﹤0.01%
140
– –
GNTX icon
2814
Gentex
GNTX
$5.1B
$815 ﹤0.01%
30
-4,000
-99% -$120K
EMO
2815
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.01B
$804 ﹤0.01%
17
– –
XTN icon
2816
State Street SPDR S&P Transportation ETF
XTN
$390M
$800 ﹤0.01%
9
– –
NB
2817
NioCorp Developments
NB
$562M
$791 ﹤0.01%
510
– –
INFL icon
2818
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.49B
$781 ﹤0.01%
+20
New +$800
CODX
2819
Co-Diagnostics
CODX
$5.56M
$775 ﹤0.01%
33
-22
-40% -$695
CGC
2820
Canopy Growth
CGC
$376M
$766 ﹤0.01%
288
-6
-2% -$24
MRX
2821
Marex Group Limited Ordinary Shares
MRX
$4.54B
$748 ﹤0.01%
+23
New +$644
CHIQ icon
2822
Global X MSCI China Consumer Discretionary ETF
CHIQ
$131M
$747 ﹤0.01%
40
+35
+700% +$721
ARCT icon
2823
Arcturus Therapeutics
ARCT
$165M
$739 ﹤0.01%
39
– –
AMCX icon
2824
AMC Global Media
AMCX
$450M
$723 ﹤0.01%
79
– –
BCAB icon
2825
BioAtla
BCAB
$5.34M
$722 ﹤0.01%
26
– –
111 112
113
114 115

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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.