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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
EFOI icon
2876
Energy Focus
EFOI
$18M
$314 ﹤0.01%
236
-14
-6% -$18
AG icon
2877
First Majestic Silver
AG
$7.52B
$294 ﹤0.01%
50
-3,388
-99% -$21.9K
NKLA
2878
DELISTED
Nikola Corporation Common Stock
NKLA
$292 ﹤0.01%
239
-3
-1% -$9
TXG icon
2879
10x Genomics
TXG
$5.88B
$269 ﹤0.01%
17
– –
CLNE icon
2880
Clean Energy Fuels
CLNE
$416M
$241 ﹤0.01%
80
– –
PFN
2881
PIMCO Income Strategy Fund II
PFN
$695M
$233 ﹤0.01%
31
– –
CRF
2882
Cornerstone Total Return Fund
CRF
$1.13B
$232 ﹤0.01%
27
– –
QDEL icon
2883
QuidelOrtho
QDEL
$1.13B
$230 ﹤0.01%
5
-5
-50% -$205
DRIO icon
2884
DarioHealth
DRIO
$51.9M
$225 ﹤0.01%
13
-28
-68% -$484
ASIX icon
2885
AdvanSix
ASIX
$542M
$218 ﹤0.01%
8
-20
-71% -$605
IGC icon
2886
IGC Pharma
IGC
$25M
$217 ﹤0.01%
655
– –
SPCE icon
2887
Virgin Galactic
SPCE
$315M
$201 ﹤0.01%
34
– –
LILA icon
2888
Liberty Latin America Class A
LILA
$1.72B
$200 ﹤0.01%
44
– –
XBIL icon
2889
US Treasury 6 Month Bill ETF
XBIL
$741M
$200 ﹤0.01%
4
– –
SRG
2890
Seritage Growth Properties
SRG
$138M
$199 ﹤0.01%
50
– –
BNED icon
2891
Barnes & Noble Education
BNED
$435M
$196 ﹤0.01%
20
-1
-5% -$10
JMIA
2892
Jumia Technologies
JMIA
$708M
$194 ﹤0.01%
50
-500
-91% -$2.25K
NUS icon
2893
Nu Skin
NUS
$257M
$192 ﹤0.01%
29
– –
TRIB
2894
Trinity Biotech
TRIB
$8.9M
$191 ﹤0.01%
7
– –
CHRS icon
2895
Coherus Oncology
CHRS
$217M
$186 ﹤0.01%
123
– –
SLDP icon
2896
Solid Power
SLDP
$450M
$182 ﹤0.01%
100
– –
SSYS icon
2897
Stratasys
SSYS
$666M
$180 ﹤0.01%
20
– –
EVTC icon
2898
Evertec
EVTC
$1.97B
$168 ﹤0.01%
5
– –
RWX icon
2899
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
$159 ﹤0.01%
+7
New +$174
SQFTW icon
2900
Presidio Property Trust Inc Series A Warrants
SQFTW
$198K
$157 ﹤0.01%
4,074
– –
114 115
116
117 118

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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.