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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
GMDA
2926
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$545 ﹤0.01%
14,620
– –
UIS icon
2927
Unisys
UIS
$217M
$543 ﹤0.01%
+100
New +$608
XMTR icon
2928
Xometry
XMTR
$4.59B
$538 ﹤0.01%
+31
New +$840
ATIP
2929
DELISTED
ATI Physical Therapy, Inc.
ATIP
$536 ﹤0.01%
+95
New +$616
PSFE icon
2930
Paysafe
PSFE
$414M
$533 ﹤0.01%
+34
New +$475
IZRL icon
2931
ARK Israel Innovative Technology ETF
IZRL
$137M
$527 ﹤0.01%
+25
New +$505
NBR icon
2932
Nabors Industries
NBR
$1.27B
$523 ﹤0.01%
+6
New +$491
PAAS icon
2933
Pan American Silver
PAAS
$18.1B
$503 ﹤0.01%
+33
New +$455
ASRT
2934
DELISTED
Assertio
ASRT
$500 ﹤0.01%
+36
New +$491
IOVA icon
2935
Iovance Biotherapeutics
IOVA
$1.88B
$497 ﹤0.01%
+35
New +$407
VWE
2936
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$490 ﹤0.01%
+1,400
New +$638
SRG
2937
Seritage Growth Properties
SRG
$137M
$481 ﹤0.01%
+50
New +$469
QDEL icon
2938
QuidelOrtho
QDEL
$1.09B
$470 ﹤0.01%
+10
New +$583
CNK icon
2939
Cinemark Holdings
CNK
$4.18B
$462 ﹤0.01%
+25
New +$394
CMPR icon
2940
Cimpress
CMPR
$2.32B
$458 ﹤0.01%
+5
New +$424
PGRE
2941
DELISTED
Paramount Group
PGRE
$455 ﹤0.01%
+100
New +$471
JHG
2942
DELISTED
Janus Henderson
JHG
$453 ﹤0.01%
+14
New +$428
BHC icon
2943
Bausch Health
BHC
$2.44B
$447 ﹤0.01%
+43
New +$376
TEF
2944
DELISTED
Telefonica
TEF
$439 ﹤0.01%
+100
New +$411
TRIB
2945
Trinity Biotech
TRIB
$8.2M
$433 ﹤0.01%
+7
New +$492
INTA icon
2946
Intapp
INTA
$2.45B
$430 ﹤0.01%
+13
New +$511
PPLI
2947
People Inc
PPLI
$3.02B
$427 ﹤0.01%
+10
New +$432
BTEC
2948
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
$415 ﹤0.01%
+11
New +$408
CSTE icon
2949
Caesarstone
CSTE
$71.6M
$414 ﹤0.01%
+100
New +$409
RDFN
2950
DELISTED
Redfin
RDFN
$414 ﹤0.01%
+63
New +$479
116 117
118
119 120

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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 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.