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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
FINX icon
2851
Global X FinTech ETF
FINX
$173M
$1.26K ﹤0.01%
50
-641
-93% -$16.4K
PFBC icon
2852
Preferred Bank
PFBC
$1.25B
$1.25K ﹤0.01%
+17
New +$1.28K
FIVN icon
2853
FIVE9
FIVN
$2.08B
$1.23K ﹤0.01%
29
– –
OTLY
2854
Oatly Group
OTLY
$459M
$1.23K ﹤0.01%
63
– –
GRFS
2855
Grifois
GRFS
$5.32B
$1.22K ﹤0.01%
145
-195
-57% -$1.35K
TU icon
2856
Telus
TU
$16.6B
$1.22K ﹤0.01%
+79
New +$1.27K
AXGN icon
2857
Axogen
AXGN
$2.18B
$1.22K ﹤0.01%
160
– –
CALX icon
2858
Calix
CALX
$2.35B
$1.21K ﹤0.01%
35
-758
-96% -$24.4K
CMCO icon
2859
Columbus McKinnon
CMCO
$473M
$1.21K ﹤0.01%
37
-52
-58% -$2.11K
RELL icon
2860
Richardson Electronics
RELL
$274M
$1.2K ﹤0.01%
104
– –
UNM icon
2861
Unum
UNM
$13.8B
$1.2K ﹤0.01%
24
-36
-60% -$1.86K
HLIT icon
2862
Harmonic Inc
HLIT
$1.2B
$1.2K ﹤0.01%
100
– –
S icon
2863
SentinelOne
S
$6.3B
$1.2K ﹤0.01%
59
-1,020
-95% -$20.9K
KBA icon
2864
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
$1.19K ﹤0.01%
55
– –
ARW icon
2865
Arrow Electronics
ARW
$10.8B
$1.19K ﹤0.01%
10
– –
EDU icon
2866
New Oriental
EDU
$8.1B
$1.19K ﹤0.01%
15
-35
-70% -$2.85K
SEM
2867
DELISTED
Select Medical
SEM
$1.18K ﹤0.01%
+61
New +$1.04K
REKR icon
2868
Rekor Systems
REKR
$86.4M
$1.18K ﹤0.01%
650
– –
JPLD icon
2869
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
$1.18K ﹤0.01%
23
-20
-47% -$1.02K
PSO icon
2870
Pearson
PSO
$10.5B
$1.17K ﹤0.01%
+91
New +$1.12K
HAIN icon
2871
Hain Celestial
HAIN
$45.7M
$1.15K ﹤0.01%
161
-148
-48% -$1.02K
FXY icon
2872
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
$1.15K ﹤0.01%
20
– –
BMRA icon
2873
Biomerica
BMRA
$4.98M
$1.15K ﹤0.01%
325
– –
LGF.A
2874
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$1.15K ﹤0.01%
125
– –
NWG icon
2875
NatWest
NWG
$70.7B
$1.14K ﹤0.01%
132
+131
+13,100% +$1.02K
113 114
115
116 117

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Comerica Bank
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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 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.