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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
AYTU icon
2901
AYTU BioPharma
AYTU
$22.3M
$148 ﹤0.01%
83
– –
FMHI icon
2902
First Trust Municipal High Income ETF
FMHI
$991M
$145 ﹤0.01%
3
– –
RNG icon
2903
RingCentral
RNG
$4.83B
$134 ﹤0.01%
4
-95
-96% -$3.41K
KLXE icon
2904
KLX Energy Services
KLXE
$43.1M
$133 ﹤0.01%
26
– –
RVNC
2905
DELISTED
Revance Therapeutics, Inc.
RVNC
$132 ﹤0.01%
39
-100
-72% -$436
TPST icon
2906
Tempest Therapeutics
TPST
$14.3M
$131 ﹤0.01%
10
– –
HTOO icon
2907
Fusion Fuel Green
HTOO
$8.51M
$126 ﹤0.01%
6
– –
SCHO icon
2908
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$120 ﹤0.01%
+5
New +$121
CHGG icon
2909
Chegg
CHGG
$116M
$117 ﹤0.01%
71
– –
AMC icon
2910
AMC Entertainment Holdings
AMC
$2.45B
$115 ﹤0.01%
29
-1
-3% -$4
PARAA
2911
DELISTED
Paramount Global Class A
PARAA
$113 ﹤0.01%
5
– –
IDV icon
2912
iShares International Select Dividend ETF
IDV
$8.31B
$109 ﹤0.01%
4
-1,301
-100% -$37.3K
CMRX
2913
DELISTED
Chimerix, Inc.
CMRX
$105 ﹤0.01%
30
– –
CARS icon
2914
Cars.com
CARS
$722M
$101 ﹤0.01%
6
-694
-99% -$12.1K
KNDI
2915
Kandi Technologies Group
KNDI
$66.5M
$101 ﹤0.01%
95
– –
CMPS
2916
Compass Pathways
CMPS
$1.47B
$95 ﹤0.01%
23
– –
VXX icon
2917
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$169M
$93 ﹤0.01%
2
-5
-71% -$242
LEV
2918
DELISTED
The Lion Electric Company
LEV
$92 ﹤0.01%
1,041
– –
DOUG icon
2919
Douglas Elliman
DOUG
$156M
$84 ﹤0.01%
53
– –
VFF icon
2920
Village Farms International
VFF
$240M
$84 ﹤0.01%
105
– –
ATIP
2921
DELISTED
ATI Physical Therapy, Inc.
ATIP
$79 ﹤0.01%
29
-42
-59% -$175
POWA icon
2922
Invesco Bloomberg Pricing Power ETF
POWA
$180M
$77 ﹤0.01%
1
– –
ACB
2923
Aurora Cannabis
ACB
$169M
$75 ﹤0.01%
17
– –
OPRT icon
2924
Oportun Financial
OPRT
$262M
$75 ﹤0.01%
20
– –
TROX icon
2925
Tronox
TROX
$967M
$64 ﹤0.01%
7
– –
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 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.