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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
WHF icon
2826
WhiteHorse Finance
WHF
$138M
$714 ﹤0.01%
+72
New +$792
PAAS icon
2827
Pan American Silver
PAAS
$17.9B
$708 ﹤0.01%
33
– –
INVE icon
2828
Identive
INVE
$61M
$706 ﹤0.01%
200
-53
-21% -$199
PRTA icon
2829
Prothena Corp
PRTA
$448M
$694 ﹤0.01%
49
– –
ATLX icon
2830
Atlas Lithium Corp
ATLX
$75.5M
$691 ﹤0.01%
100
– –
VIAV icon
2831
Viavi Solutions
VIAV
$7.95B
$679 ﹤0.01%
67
-125
-65% -$1.23K
STXS icon
2832
Stereotaxis
STXS
$133M
$666 ﹤0.01%
300
– –
FIRY
2833
Firy Inc
FIRY
$154M
$652 ﹤0.01%
123
– –
NCMI icon
2834
National CineMedia
NCMI
$378M
$623 ﹤0.01%
100
-40
-29% -$275
GRPN icon
2835
Groupon
GRPN
$1.03B
$611 ﹤0.01%
50
– –
BPT
2836
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$607 ﹤0.01%
1,099
+999
+999% +$1.01K
SCO icon
2837
ProShares UltraShort Bloomberg Crude Oil
SCO
$654M
$589 ﹤0.01%
9
– –
VOXX
2838
DELISTED
VOXX International Corporation Class A
VOXX
$585 ﹤0.01%
80
– –
PSFE icon
2839
Paysafe
PSFE
$443M
$583 ﹤0.01%
34
-50
-60% -$1.01K
IZRL icon
2840
ARK Israel Innovative Technology ETF
IZRL
$137M
$574 ﹤0.01%
25
– –
PLL
2841
DELISTED
Piedmont Lithium
PLL
$573 ﹤0.01%
+63
New +$739
AUDC icon
2842
AudioCodes
AUDC
$239M
$561 ﹤0.01%
57
-530
-90% -$4.88K
TCRT icon
2843
Alaunos Therapeutics
TCRT
$4.64M
$555 ﹤0.01%
300
– –
SNDL icon
2844
Sundial Growers
SNDL
$312M
$545 ﹤0.01%
290
– –
TOGA
2845
Tremblant Global ETF
TOGA
$175M
$542 ﹤0.01%
18
– –
SKIN icon
2846
SkinHealth Systems
SKIN
$83.4M
$531 ﹤0.01%
300
– –
PAVM icon
2847
PAVmed
PAVM
$36.5M
$518 ﹤0.01%
28
– –
RIG icon
2848
Transocean
RIG
$5.48B
$515 ﹤0.01%
129
– –
ZUMZ icon
2849
Zumiez
ZUMZ
$330M
$491 ﹤0.01%
26
– –
PGRE
2850
DELISTED
Paramount Group
PGRE
$490 ﹤0.01%
100
– –
112 113
114
115 116

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.