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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
MTLS
2876
Materialise
MTLS
$378M
$1.13K ﹤0.01%
+230
New +$1.18K
SNDR icon
2877
Schneider National
SNDR
$6.38B
$1.13K ﹤0.01%
48
-4,846
-99% -$107K
GFL icon
2878
GFL Environmental
GFL
$14.2B
$1.13K ﹤0.01%
29
– –
GGT
2879
Gabelli Multimedia Trust
GGT
$169M
$1.12K ﹤0.01%
220
-3
-1% -$16
HCM icon
2880
HUTCHMED
HCM
$1.93B
$1.12K ﹤0.01%
67
– –
ASXC
2881
DELISTED
Asensus Surgical, Inc.
ASXC
$1.11K ﹤0.01%
3,300
+3,000
+1,000% +$809
CETY icon
2882
Clean Energy Technologies
CETY
$11.4M
$1.11K ﹤0.01%
60
– –
JAKK icon
2883
Jakks Pacific
JAKK
$303M
$1.1K ﹤0.01%
60
– –
DK icon
2884
Delek US
DK
$3.91B
$1.09K ﹤0.01%
47
– –
LOAN
2885
Manhattan Bridge Capital
LOAN
$47M
$1.09K ﹤0.01%
200
– –
TENX icon
2886
Tenax Therapeutics
TENX
$414M
$1.09K ﹤0.01%
343
– –
WKME
2887
DELISTED
WalkMe Ltd. Ordinary Shares
WKME
$1.08K ﹤0.01%
+78
New +$763
DAN icon
2888
Dana Inc
DAN
$2.95B
$1.08K ﹤0.01%
+95
New +$1.24K
ASUR icon
2889
Asure Software
ASUR
$236M
$1.08K ﹤0.01%
132
– –
ROIV icon
2890
Roivant Sciences
ROIV
$24.3B
$1.07K ﹤0.01%
100
– –
JNUG icon
2891
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$358M
$1.06K ﹤0.01%
25
– –
BFLY icon
2892
Butterfly Network
BFLY
$1.85B
$1.06K ﹤0.01%
1,050
-1,050
-50% -$981
NOMD icon
2893
Nomad Foods
NOMD
$1.72B
$1.05K ﹤0.01%
+63
New +$1.13K
OII icon
2894
Oceaneering
OII
$4.78B
$1.04K ﹤0.01%
43
– –
FTEK icon
2895
Fuel Tech
FTEK
$45.5M
$1.04K ﹤0.01%
1,000
– –
INVE icon
2896
Identive
INVE
$63.6M
$1.03K ﹤0.01%
253
– –
DNA icon
2897
Ginkgo Bioworks
DNA
$501M
$1.02K ﹤0.01%
75
-88
-54% -$2.63K
NSA
2898
DELISTED
National Storage Affiliates Trust
NSA
$1.02K ﹤0.01%
+25
New +$942
IAG icon
2899
IAMGOLD
IAG
$8.22B
$1.02K ﹤0.01%
250
– –
GBCI icon
2900
Glacier Bancorp
GBCI
$6.4B
$1.02K ﹤0.01%
+28
New +$1.04K
114 115
116
117 118

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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 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.