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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
ATIP
2976
DELISTED
ATI Physical Therapy, Inc.
ATIP
$493 ﹤0.01%
95
– –
NVMI
2977
Nova
NVMI
$13.6B
$480 ﹤0.01%
+2
New +$396
JHG
2978
DELISTED
Janus Henderson
JHG
$479 ﹤0.01%
14
– –
LASR icon
2979
nLIGHT
LASR
$3.82B
$478 ﹤0.01%
42
-35
-45% -$426
RYAAY icon
2980
Ryanair
RYAAY
$29.9B
$476 ﹤0.01%
10
– –
TRIB
2981
Trinity Biotech
TRIB
$6.18M
$475 ﹤0.01%
7
– –
PGRE
2982
DELISTED
Paramount Group
PGRE
$474 ﹤0.01%
100
– –
UP icon
2983
Wheels Up
UP
$219M
$474 ﹤0.01%
8
-125
-94% -$5.99K
IMVT icon
2984
Immunovant
IMVT
$8.23B
$470 ﹤0.01%
+17
New +$484
MCW
2985
DELISTED
Mister Car Wash
MCW
$461 ﹤0.01%
+68
New +$480
NAUT icon
2986
Nautilus Biotechnolgy
NAUT
$211M
$456 ﹤0.01%
200
– –
UIS icon
2987
Unisys
UIS
$245M
$448 ﹤0.01%
100
– –
ALAR
2988
Alarum Technologies
ALAR
$13.8M
$447 ﹤0.01%
+10
New +$297
OSUR icon
2989
OraSure Technologies
OSUR
$273M
$442 ﹤0.01%
108
– –
DIBS icon
2990
1stdibs.com
DIBS
$152M
$441 ﹤0.01%
100
– –
CRCT icon
2991
Cricut
CRCT
$940M
$439 ﹤0.01%
80
– –
LE icon
2992
Lands' End
LE
$375M
$432 ﹤0.01%
30
– –
ASIX icon
2993
AdvanSix
ASIX
$546M
$430 ﹤0.01%
20
-4
-17% -$100
SOUN icon
2994
SoundHound AI
SOUN
$2.79B
$420 ﹤0.01%
100
– –
NBR icon
2995
Nabors Industries
NBR
$1.16B
$418 ﹤0.01%
6
– –
HQL
2996
abrdn Life Sciences Investors
HQL
$588M
$416 ﹤0.01%
29
-2,440
-99% -$33K
CRNC icon
2997
Cerence
CRNC
$375M
$415 ﹤0.01%
137
– –
GENI icon
2998
Genius Sports
GENI
$1.94B
$412 ﹤0.01%
+74
New +$395
BTEC
2999
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
$406 ﹤0.01%
11
– –
RDFN
3000
DELISTED
Redfin
RDFN
$403 ﹤0.01%
63
– –
118 119
120
121 122

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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
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BGIM
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CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
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.