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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
ULE icon
2951
ProShares Ultra Euro
ULE
$4.34M
$10 ﹤0.01%
1
– –
SPMB icon
2952
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.97B
– –
-3,033
Closed -$66.4K
BW icon
2953
Babcock & Wilcox
BW
$1.18B
$7 ﹤0.01%
4
– –
DPG
2954
Duff & Phelps Utility and Infrastructure Fund
DPG
$524M
$7 ﹤0.01%
1
– –
LSF icon
2955
Laird Superfood
LSF
$46.2M
$6 ﹤0.01%
+1
New +$8
LAW icon
2956
CS Disco
LAW
$271M
$5 ﹤0.01%
1
– –
HIND
2957
Vyome Holdings
HIND
$14M
– –
0
– –
HTEC icon
2958
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$75.9M
– –
0
– –
UNIT
2959
Uniti Group
UNIT
$2.52B
$4 ﹤0.01%
+1
New +$6
BTT icon
2960
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
– –
0
– –
TIPX icon
2961
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.02B
– –
0
– –
CIG icon
2962
CEMIG Preferred Shares
CIG
$6.06B
$2 ﹤0.01%
1
– –
HUBCZ icon
2963
Hub Cyber Security Warrant
HUBCZ
$118K
$2 ﹤0.01%
100
– –
NRT
2964
North European Oil Royalty Trust
NRT
$80.6M
– –
0
– –
REPX icon
2965
Riley Exploration Permian
REPX
$728M
– –
0
– –
VRME icon
2966
VerifyMe
VRME
$9.3M
$2 ﹤0.01%
1
– –
DSX icon
2967
Diana Shipping
DSX
$266M
– –
0
– –
BINI
2968
DELISTED
Bollinger Innovations
BINI
– –
0
– –
NAT icon
2969
Nordic American Tanker
NAT
$1.36B
– –
0
– –
HCWC
2970
Healthy Choice Wellness
HCWC
$4.92M
$1 ﹤0.01%
+1
New +$2
ABAT icon
2971
American Battery Technology Co
ABAT
$280M
– –
-134
Closed -$143
ACP
2972
abrdn Income Credit Strategies Fund
ACP
$631M
– –
-2,000
Closed -$13.2K
ACT icon
2973
Enact Holdings
ACT
$6.75B
– –
-3,000
Closed -$109K
AKBA icon
2974
Akebia Therapeutics
AKBA
$338M
– –
-2,825
Closed -$3.73K
ANET icon
2975
Arista Networks
ANET
$199B
– –
-69,724
Closed -$6.69M
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 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.