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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
LI icon
2901
Li Auto
LI
$13.9B
$1.01K ﹤0.01%
+50
New +$1.21K
WCLD
2902
WisdomTree Cloud Computing Fund
WCLD
$267M
$1.01K ﹤0.01%
+32
New +$1.02K
PRTA icon
2903
Prothena Corp
PRTA
$439M
$989 ﹤0.01%
49
– –
ADEA icon
2904
Adeia
ADEA
$2.72B
$963 ﹤0.01%
86
-9,768
-99% -$107K
WPP icon
2905
WPP
WPP
$4.61B
$963 ﹤0.01%
+20
New +$994
OLP
2906
One Liberty Properties
OLP
$550M
$957 ﹤0.01%
+41
New +$949
FRPT icon
2907
Freshpet
FRPT
$3.06B
$949 ﹤0.01%
+7
New +$840
OUST icon
2908
Ouster
OUST
$2.23B
$942 ﹤0.01%
90
-247
-73% -$2.5K
RES icon
2909
RPC Inc
RES
$1.16B
$942 ﹤0.01%
161
– –
LEV
2910
DELISTED
The Lion Electric Company
LEV
$922 ﹤0.01%
1,041
– –
DRIO icon
2911
DarioHealth
DRIO
$54.6M
$916 ﹤0.01%
41
– –
ZD icon
2912
Ziff Davis
ZD
$1.96B
$901 ﹤0.01%
17
+1
+6% +$55
EQX icon
2913
Equinox Gold
EQX
$7.28B
$900 ﹤0.01%
156
+10
+7% +$56
CTKB icon
2914
Cytek Biosciences
CTKB
$582M
$898 ﹤0.01%
154
– –
NB
2915
NioCorp Developments
NB
$582M
$887 ﹤0.01%
510
– –
SR icon
2916
Spire
SR
$4.93B
$887 ﹤0.01%
+15
New +$906
DDI
2917
DoubleDown Interactive
DDI
$582M
$880 ﹤0.01%
+70
New +$807
THRM icon
2918
Gentherm
THRM
$1.28B
$873 ﹤0.01%
+18
New +$930
EVRI
2919
DELISTED
Everi Holdings
EVRI
$870 ﹤0.01%
+101
New +$825
LADR
2920
Ladder Capital
LADR
$1.24B
$868 ﹤0.01%
+77
New +$844
BDRY icon
2921
Breakwave Dry Bulk Shipping ETF
BDRY
$27.7M
$864 ﹤0.01%
75
-125
-63% -$1.58K
CDE icon
2922
Coeur Mining
CDE
$15.5B
$863 ﹤0.01%
135
– –
ARCT icon
2923
Arcturus Therapeutics
ARCT
$160M
$841 ﹤0.01%
39
– –
TE
2924
T1 Energy
TE
$1.16B
$830 ﹤0.01%
525
– –
EVC icon
2925
Entravision Communication
EVC
$1B
$829 ﹤0.01%
432
– –
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 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.