We are live on ! Find out more
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
BHIL
2926
DELISTED
Benson Hill, Inc.
BHIL
$60 ﹤0.01%
28
-784
-97% -$3.97K
WATT icon
2927
Energous
WATT
$71.8M
$39 ﹤0.01%
2
– –
BYND icon
2928
Beyond Meat
BYND
$274M
$36 ﹤0.01%
10
– –
KPTI icon
2929
Karyopharm Therapeutics
KPTI
$155M
$36 ﹤0.01%
3
– –
MANU icon
2930
Manchester United
MANU
$4.03B
$33 ﹤0.01%
2
– –
SPFF icon
2931
Global X SuperIncome Preferred ETF
SPFF
$139M
$32 ﹤0.01%
3
– –
OUSTZ
2932
DELISTED
Ouster Inc Warrants
OUSTZ
$32 ﹤0.01%
400
– –
GOOS
2933
Canada Goose Holdings
GOOS
$903M
$30 ﹤0.01%
3
– –
STIM icon
2934
Neuronetics
STIM
$127M
$30 ﹤0.01%
+20
New +$21
BRN icon
2935
Barnwell Industries
BRN
$14.2M
$26 ﹤0.01%
15
– –
MTW icon
2936
Manitowoc
MTW
$491M
$26 ﹤0.01%
3
– –
NBOS icon
2937
Neuberger Option Strategy ETF
NBOS
$462M
$26 ﹤0.01%
1
-753
-100% -$20K
TCS
2938
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$22 ﹤0.01%
86
– –
CRIS icon
2939
Curis
CRIS
$9.71M
– –
0
– –
INUV icon
2940
Inuvo
INUV
$15.3M
$20 ﹤0.01%
4
– –
WKHS icon
2941
Workhorse Group
WKHS
$33.4M
– –
0
– –
OLP
2942
One Liberty Properties
OLP
$542M
$18 ﹤0.01%
1
– –
ULY
2943
DELISTED
Urgent.ly
ULY
$16 ﹤0.01%
3
-9
-75% -$64
PGF icon
2944
Invesco Financial Preferred ETF
PGF
$674M
$14 ﹤0.01%
1
– –
CRBP icon
2945
Corbus Pharmaceuticals
CRBP
$165M
$12 ﹤0.01%
1
– –
GHI icon
2946
Greystone Housing Impact Investors LP
GHI
$124M
$12 ﹤0.01%
1
– –
DTF
2947
DTF Tax-Free Income 2028 Term Fund
DTF
$80.3M
$11 ﹤0.01%
1
– –
IUSB icon
2948
iShares Core Universal USD Bond ETF
IUSB
$42.9B
– –
0
– –
SAND
2949
DELISTED
Sandstorm Gold
SAND
$11 ﹤0.01%
2
– –
BHK icon
2950
BlackRock Core Bond Trust
BHK
$644M
$10 ﹤0.01%
1
– –
116 117
118
119 120

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.