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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
ZETA icon
2951
Zeta Global
ZETA
$5.33B
$411 ﹤0.01%
+38
New +$379
INSM icon
2952
Insmed
INSM
$22B
$401 ﹤0.01%
+15
New +$420
CRCT icon
2953
Cricut
CRCT
$976M
$386 ﹤0.01%
+80
New +$426
ZUMZ icon
2954
Zumiez
ZUMZ
$334M
$385 ﹤0.01%
+26
New +$444
EFOI icon
2955
Energy Focus
EFOI
$19.8M
$383 ﹤0.01%
+250
New +$395
DNMR
2956
DELISTED
Danimer Scientific, Inc.
DNMR
$368 ﹤0.01%
+9
New +$373
HTOO icon
2957
Fusion Fuel Green
HTOO
$8.57M
$367 ﹤0.01%
+6
New +$290
BTU icon
2958
Peabody Energy
BTU
$2.61B
$362 ﹤0.01%
+15
New +$378
GOEV
2959
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$344 ﹤0.01%
+4
New +$279
LE icon
2960
Lands' End
LE
$369M
$339 ﹤0.01%
+30
New +$274
TRIP icon
2961
TripAdvisor
TRIP
$1.65B
$332 ﹤0.01%
+12
New +$291
OR icon
2962
OR Royalties Inc
OR
$5.75B
$331 ﹤0.01%
+20
New +$296
IGC icon
2963
IGC Pharma
IGC
$26M
$312 ﹤0.01%
+655
New +$203
VHC icon
2964
VirnetX Holding Corp
VHC
$54.7M
$312 ﹤0.01%
+50
New +$324
AG icon
2965
First Majestic Silver
AG
$7.75B
$311 ﹤0.01%
+50
New +$251
LGO
2966
Largo
LGO
$59.4M
$311 ﹤0.01%
+186
New +$364
DIV icon
2967
Global X SuperDividend US ETF
DIV
$784M
$309 ﹤0.01%
+18
New +$305
CHRS icon
2968
Coherus Oncology
CHRS
$227M
$295 ﹤0.01%
+123
New +$303
LUCD icon
2969
Lucid Diagnostics
LUCD
$172M
$283 ﹤0.01%
+315
New +$409
SQFTW icon
2970
Presidio Property Trust Inc Series A Warrants
SQFTW
$197K
$282 ﹤0.01%
+4,074
New +$285
AFRM icon
2971
Affirm
AFRM
$24.5B
$279 ﹤0.01%
+8
New +$319
UHAL icon
2972
U-Haul Holding Co
UHAL
$13.9B
$272 ﹤0.01%
+4
New +$264
NWS icon
2973
News Corp Class B
NWS
$17.2B
$267 ﹤0.01%
+10
New +$264
JMIA
2974
Jumia Technologies
JMIA
$739M
$256 ﹤0.01%
+50
New +$224
MIRM icon
2975
Mirum Pharmaceuticals
MIRM
$6.87B
$255 ﹤0.01%
+10
New +$275
117 118
119
120 121

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Comerica Bank
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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 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.