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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
WM icon
276
Waste Management
WM
$96.1B
$16.6M 0.03%
78,153
-6,120
-7% -$1.2M
BAM icon
277
Brookfield Asset Management
BAM
$76.7B
$16.6M 0.03%
395,977
-12,081
-3% -$488K
PNR icon
278
Pentair
PNR
$10.8B
$16.5M 0.03%
195,682
+364
+0.2% +$27.6K
EMR icon
279
Emerson Electric
EMR
$85B
$16.4M 0.03%
144,834
+1,546
+1% +$159K
TSLA icon
280
Tesla
TSLA
$1.21T
$16M 0.03%
91,347
-4,828
-5% -$943K
BRK.A icon
281
Berkshire Hathaway Class A
BRK.A
$1.1T
$15.9M 0.03%
25
– –
LW icon
282
Lamb Weston
LW
$7.51B
$15.8M 0.03%
150,742
+1,765
+1% +$184K
DE icon
283
Deere & Co
DE
$173B
$15.8M 0.03%
39,120
+108
+0.3% +$41.4K
LMT icon
284
Lockheed Martin
LMT
$134B
$15.7M 0.03%
34,778
-632
-2% -$277K
BAC icon
285
Bank of America
BAC
$439B
$15.7M 0.03%
418,490
+12,457
+3% +$428K
INTC icon
286
Intel
INTC
$435B
$15.7M 0.03%
351,912
+3,611
+1% +$161K
VIG icon
287
Vanguard Dividend Appreciation ETF
VIG
$113B
$15.3M 0.03%
84,338
+3,283
+4% +$577K
CAT icon
288
Caterpillar
CAT
$387B
$15.3M 0.03%
41,947
-3,130
-7% -$1M
EXE
289
Expand Energy Corp
EXE
$21.2B
$15M 0.03%
167,641
-33,000
-16% -$2.65M
BDX icon
290
Becton Dickinson
BDX
$45.8B
$15M 0.03%
61,446
-1,601
-3% -$383K
BIO icon
291
Bio-Rad Laboratories Class A
BIO
$8.86B
$14.8M 0.03%
43,692
+405
+0.9% +$133K
GE icon
292
GE Aerospace
GE
$377B
$14.7M 0.03%
104,994
+7,270
+7% +$857K
VXF icon
293
Vanguard Extended Market ETF
VXF
$30.5B
$14.6M 0.03%
83,799
+1,195
+1% +$198K
MUB icon
294
iShares National Muni Bond ETF
MUB
$45.3B
$14.5M 0.03%
135,492
+120,436
+800% +$13M
ON icon
295
ON Semiconductor
ON
$32.8B
$14.5M 0.03%
196,097
+700
+0.4% +$53.6K
SCHD icon
296
Schwab US Dividend Equity ETF
SCHD
$104B
$14.4M 0.03%
540,438
+4,818
+0.9% +$124K
VUG icon
297
Vanguard Growth ETF
VUG
$216B
$14.3M 0.03%
248,958
-4,110
-2% -$226K
MBB icon
298
iShares MBS ETF
MBB
$39.2B
$14.2M 0.03%
155,081
+75,513
+95% +$6.98M
RSP icon
299
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$14M 0.03%
83,115
+60,929
+275% +$9.78M
ETRN
300
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$13.9M 0.03%
1,111,768
-75,417
-6% -$809K
10 11
12
13 14

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CWM
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VRS
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FAF
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BGIM
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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.