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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
CI icon
276
Cigna
CI
$78.4B
$18.7M 0.03%
67,008
-163
-0.2% -$52K
EQNR icon
277
Equinor
EQNR
$92.3B
$18.4M 0.03%
727,732
-66,588
-8% -$1.6M
RSG icon
278
Republic Services
RSG
$67.8B
$18.4M 0.03%
88,939
-2,064
-2% -$427K
UPS icon
279
United Parcel Service
UPS
$90.9B
$18.4M 0.03%
144,896
-9,771
-6% -$1.29M
VVV icon
280
Valvoline
VVV
$5.17B
$18M 0.03%
516,416
-43,135
-8% -$1.73M
WFC icon
281
Wells Fargo
WFC
$262B
$17.9M 0.03%
249,469
+4,310
+2% +$294K
TXO icon
282
TXO Partners LP
TXO
$717M
$17.8M 0.03%
1,059,828
+313,049
+42% +$5.68M
LMT icon
283
Lockheed Martin
LMT
$137B
$17.8M 0.03%
37,896
-1,238
-3% -$675K
VUG icon
284
Vanguard Growth ETF
VUG
$213B
$17.7M 0.03%
256,782
+2,172
+0.9% +$146K
IWS icon
285
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$17.6M 0.03%
135,852
-2,386
-2% -$319K
VONG icon
286
Vanguard Russell 1000 Growth ETF
VONG
$41.6B
$17.5M 0.03%
168,541
+6,825
+4% +$691K
BMY icon
287
Bristol-Myers Squibb
BMY
$132B
$17.5M 0.03%
307,582
+11,057
+4% +$618K
EXE
288
Expand Energy Corp
EXE
$21.7B
$17.2M 0.03%
167,566
-127,955
-43% -$11.8M
TRP icon
289
TC Energy
TRP
$71.3B
$16.8M 0.03%
352,111
+36,547
+12% +$1.73M
EW icon
290
Edwards Lifesciences
EW
$48.9B
$16.8M 0.03%
226,172
-2,302,841
-91% -$161M
EMR icon
291
Emerson Electric
EMR
$84.2B
$16.7M 0.03%
138,586
-672
-0.5% -$81.5K
VXF icon
292
Vanguard Extended Market ETF
VXF
$30.2B
$16.3M 0.03%
84,817
-4,699
-5% -$906K
GEHC icon
293
GE HealthCare
GEHC
$28.2B
$16M 0.03%
185,308
-6,530
-3% -$555K
GE icon
294
GE Aerospace
GE
$378B
$15.7M 0.03%
90,880
-10,155
-10% -$1.81M
CW icon
295
Curtiss-Wright
CW
$26.9B
$15.7M 0.03%
44,593
+43,515
+4,037% +$15.7M
OSK icon
296
Oshkosh
OSK
$9.69B
$15.6M 0.03%
169,056
-6,653
-4% -$697K
LAD icon
297
Lithia Motors
LAD
$7.96B
$15.5M 0.03%
44,412
-6,622
-13% -$2.33M
PSX icon
298
Phillips 66
PSX
$83.7B
$15M 0.03%
129,244
+15,385
+14% +$1.96M
GLD icon
299
SPDR Gold Trust
GLD
$131B
$15M 0.03%
61,098
+1,394
+2% +$343K
CAT icon
300
Caterpillar
CAT
$384B
$14.9M 0.03%
41,279
-1,148
-3% -$445K
10 11
12
13 14

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.