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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
NCMI icon
2951
National CineMedia
NCMI
$362M
$640 ﹤0.01%
140
– –
INDI icon
2952
indie Semiconductor
INDI
$727M
$637 ﹤0.01%
100
– –
GOOS
2953
Canada Goose Holdings
GOOS
$891M
$635 ﹤0.01%
+50
New +$621
ESTA icon
2954
Establishment Labs
ESTA
$2.71B
$630 ﹤0.01%
+14
New +$710
CGNT icon
2955
Cognyte Software
CGNT
$642M
$622 ﹤0.01%
+82
New +$613
API
2956
Agora
API
$337M
$585 ﹤0.01%
+252
New +$636
OR icon
2957
OR Royalties Inc
OR
$5.54B
$580 ﹤0.01%
36
+16
+80% +$259
ONC
2958
BeOne Medicines Ltd
ONC
$33.8B
$577 ﹤0.01%
4
– –
SKIN icon
2959
SkinHealth Systems
SKIN
$96.9M
$573 ﹤0.01%
300
– –
RUM icon
2960
RUM Group Inc
RUM
$1.67B
$571 ﹤0.01%
100
– –
SNDL icon
2961
Sundial Growers
SNDL
$351M
$571 ﹤0.01%
290
– –
SLDP icon
2962
Solid Power
SLDP
$481M
$568 ﹤0.01%
334
-1
-0.3% -$2
ONL
2963
Orion Office REIT
ONL
$150M
$561 ﹤0.01%
162
+150
+1,250% +$514
SCO icon
2964
ProShares UltraShort Bloomberg Crude Oil
SCO
$693M
$548 ﹤0.01%
9
– –
KZR
2965
DELISTED
Kezar Life Sciences
KZR
$547 ﹤0.01%
100
– –
CNK icon
2966
Cinemark Holdings
CNK
$3.93B
$546 ﹤0.01%
25
– –
CALT
2967
DELISTED
Calliditas Therapeutics AB American Depositary Shares
CALT
$546 ﹤0.01%
+14
New +$385
STXS icon
2968
Stereotaxis
STXS
$130M
$537 ﹤0.01%
300
– –
ZUMZ icon
2969
Zumiez
ZUMZ
$328M
$535 ﹤0.01%
26
– –
AGYS icon
2970
Agilysys
AGYS
$2.91B
$528 ﹤0.01%
+5
New +$449
CSTE icon
2971
Caesarstone
CSTE
$75.7M
$523 ﹤0.01%
100
– –
BYRN icon
2972
Byrna Technologies
BYRN
$93.7M
$516 ﹤0.01%
50
– –
EWN icon
2973
iShares MSCI Netherlands ETF
EWN
$563M
$516 ﹤0.01%
10
-30
-75% -$1.5K
VXX icon
2974
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$161M
$514 ﹤0.01%
13
– –
IZRL icon
2975
ARK Israel Innovative Technology ETF
IZRL
$141M
$507 ﹤0.01%
25
– –
117 118
119
120 121

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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.