We are live on ! Find out more
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
NMR icon
2876
Nomura Holdings
NMR
$27.9B
$895 ﹤0.01%
+146
New +$811
RARE icon
2877
Ultragenyx Pharmaceutical
RARE
$2.56B
$892 ﹤0.01%
+19
New +$896
NVEC icon
2878
NVE Corp
NVEC
$555M
$890 ﹤0.01%
+10
New +$805
JNUG icon
2879
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$376M
$851 ﹤0.01%
+25
New +$689
OOMA icon
2880
Ooma
OOMA
$589M
$850 ﹤0.01%
+100
New +$995
GEO icon
2881
The GEO Group
GEO
$4.1B
$841 ﹤0.01%
+59
New +$703
FIRY
2882
Firy Inc
FIRY
$152M
$836 ﹤0.01%
+123
New +$755
NMIH icon
2883
NMI Holdings
NMIH
$3.3B
$826 ﹤0.01%
+26
New +$785
EHAB
2884
DELISTED
Enhabit
EHAB
$824 ﹤0.01%
+73
New +$732
MOMO
2885
Hello Group
MOMO
$886M
$788 ﹤0.01%
+125
New +$793
STXS icon
2886
Stereotaxis
STXS
$133M
$774 ﹤0.01%
+300
New +$713
XTN icon
2887
State Street SPDR S&P Transportation ETF
XTN
$388M
$752 ﹤0.01%
+9
New +$733
NCMI icon
2888
National CineMedia
NCMI
$375M
$745 ﹤0.01%
+140
New +$596
NRDY icon
2889
Nerdy
NRDY
$107M
$740 ﹤0.01%
+250
New +$771
ARRY icon
2890
Array Technologies
ARRY
$781M
$735 ﹤0.01%
+50
New +$690
BYRN icon
2891
Byrna Technologies
BYRN
$103M
$730 ﹤0.01%
+50
New +$484
RUM icon
2892
RUM Group Inc
RUM
$1.63B
$724 ﹤0.01%
+100
New +$645
TPST icon
2893
Tempest Therapeutics
TPST
$13.8M
$724 ﹤0.01%
+10
New +$505
INDI icon
2894
indie Semiconductor
INDI
$668M
$720 ﹤0.01%
+100
New +$677
EVC icon
2895
Entravision Communication
EVC
$1.07B
$713 ﹤0.01%
+432
New +$1.43K
TERN
2896
DELISTED
Terns Pharmaceuticals
TERN
$710 ﹤0.01%
+100
New +$653
FCG icon
2897
First Trust Natural Gas ETF
FCG
$635M
$708 ﹤0.01%
+26
New +$636
MANU icon
2898
Manchester United
MANU
$4.04B
$680 ﹤0.01%
+49
New +$864
BKSY icon
2899
BlackSky Technology
BKSY
$919M
$675 ﹤0.01%
+63
New +$692
PAR icon
2900
PAR Technology
PAR
$695M
$668 ﹤0.01%
+15
New +$663
114 115
116
117 118

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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.