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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
KSS icon
2851
Kohl's
KSS
$2.21B
$1.06K ﹤0.01%
+36
New +$966
ROIV icon
2852
Roivant Sciences
ROIV
$24.8B
$1.04K ﹤0.01%
+100
New +$1.08K
CETY icon
2853
Clean Energy Technologies
CETY
$10.9M
$1.04K ﹤0.01%
+60
New +$826
CTKB icon
2854
Cytek Biosciences
CTKB
$557M
$1.03K ﹤0.01%
+154
New +$1.22K
IRMD icon
2855
iRadimed
IRMD
$1.22B
$1.03K ﹤0.01%
+24
New +$1.06K
LOAN
2856
Manhattan Bridge Capital
LOAN
$48.2M
$1.03K ﹤0.01%
+200
New +$961
BHF icon
2857
Brighthouse Financial
BHF
$3.64B
$1.02K ﹤0.01%
+20
New +$993
OII icon
2858
Oceaneering
OII
$4.74B
$1.01K ﹤0.01%
+43
New +$902
ZD icon
2859
Ziff Davis
ZD
$1.94B
$999 ﹤0.01%
+16
New +$1.06K
ASUR icon
2860
Asure Software
ASUR
$240M
$995 ﹤0.01%
+132
New +$1.18K
HAYW icon
2861
Hayward Holdings
HAYW
$3.26B
$991 ﹤0.01%
+66
New +$882
PII icon
2862
Polaris
PII
$3.88B
$990 ﹤0.01%
+10
New +$918
SPCE icon
2863
Virgin Galactic
SPCE
$329M
$990 ﹤0.01%
+35
New +$1.27K
GFL icon
2864
GFL Environmental
GFL
$14.9B
$988 ﹤0.01%
+29
New +$1K
LASR icon
2865
nLIGHT
LASR
$3.71B
$984 ﹤0.01%
+77
New +$1.01K
MITK icon
2866
Mitek Systems
MITK
$771M
$979 ﹤0.01%
+68
New +$833
RIG icon
2867
Transocean
RIG
$5.62B
$975 ﹤0.01%
+153
New +$835
MTA
2868
Metalla Royalty & Streaming
MTA
$712M
$963 ﹤0.01%
+300
New +$854
RELL icon
2869
Richardson Electronics
RELL
$265M
$963 ﹤0.01%
+104
New +$1K
TE
2870
T1 Energy
TE
$1.19B
$940 ﹤0.01%
+525
New +$831
AMCX icon
2871
AMC Global Media
AMCX
$427M
$935 ﹤0.01%
+79
New +$1.2K
KZR
2872
DELISTED
Kezar Life Sciences
KZR
$920 ﹤0.01%
+100
New +$911
IAG icon
2873
IAMGOLD
IAG
$8.42B
$913 ﹤0.01%
+250
New +$666
IAS
2874
DELISTED
Integral Ad Science
IAS
$913 ﹤0.01%
+94
New +$1.25K
EQX icon
2875
Equinox Gold
EQX
$7.43B
$895 ﹤0.01%
+146
New +$677
113 114
115
116 117

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Two Sigma Advisers
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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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.