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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
SLDP icon
2901
Solid Power
SLDP
$463M
$663 ﹤0.01%
335
-19,750
-98% -$30.1K
BYND icon
2902
Beyond Meat
BYND
$286M
$660 ﹤0.01%
+85
New +$654
OSUR icon
2903
OraSure Technologies
OSUR
$273M
$657 ﹤0.01%
+108
New +$785
VXX icon
2904
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$158M
$657 ﹤0.01%
+13
New +$745
ASIX icon
2905
AdvanSix
ASIX
$555M
$653 ﹤0.01%
+24
New +$641
CYRX icon
2906
CryoPort
CYRX
$773M
$653 ﹤0.01%
+36
New +$570
GKOS icon
2907
Glaukos
GKOS
$9.94B
$652 ﹤0.01%
+7
New +$625
VOXX
2908
DELISTED
VOXX International Corporation Class A
VOXX
$646 ﹤0.01%
+80
New +$688
ONC
2909
BeOne Medicines Ltd
ONC
$33.4B
$637 ﹤0.01%
+4
New +$644
GRPN icon
2910
Groupon
GRPN
$1.06B
$636 ﹤0.01%
+50
New +$762
TXG icon
2911
10x Genomics
TXG
$6.28B
$630 ﹤0.01%
+17
New +$747
LIDR icon
2912
AEye
LIDR
$50.9M
$626 ﹤0.01%
+471
New +$683
LFST icon
2913
Lifestance Health
LFST
$4.1B
$620 ﹤0.01%
+100
New +$673
SGMO
2914
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$608 ﹤0.01%
+1,000
New +$725
IFRA icon
2915
iShares US Infrastructure ETF
IFRA
$4.5B
$604 ﹤0.01%
+14
New +$562
DIBS icon
2916
1stdibs.com
DIBS
$147M
$600 ﹤0.01%
+100
New +$508
NAUT icon
2917
Nautilus Biotechnolgy
NAUT
$131M
$600 ﹤0.01%
+200
New +$567
RYAAY icon
2918
Ryanair
RYAAY
$31.2B
$586 ﹤0.01%
+10
New +$543
SCO icon
2919
ProShares UltraShort Bloomberg Crude Oil
SCO
$678M
$571 ﹤0.01%
+9
New +$664
SNDL icon
2920
Sundial Growers
SNDL
$325M
$571 ﹤0.01%
+290
New +$423
CDE icon
2921
Coeur Mining
CDE
$15.9B
$564 ﹤0.01%
+135
New +$389
USAC icon
2922
USA Compression Partners
USAC
$3.79B
$558 ﹤0.01%
+21
New +$534
SOUN icon
2923
SoundHound AI
SOUN
$2.68B
$556 ﹤0.01%
+100
New +$396
JWN
2924
DELISTED
Nordstrom
JWN
$551 ﹤0.01%
+27
New +$511
CVGW
2925
DELISTED
Calavo Growers
CVGW
$548 ﹤0.01%
+20
New +$561
115 116
117
118 119

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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 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.