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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
+7.1%
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
$55.8B
AUM Growth
+$2.49B
Cap. Flow
+$156M
Cap. Flow %
0.28%
Top 10 Hldgs %
28.07%
Holding
3,356
New
208
Increased
982
Reduced
923
Closed
244

Top Buys

Rank Stock Value
1
ZETA icon
Zeta Global
ZETA
+$126M
2
QCOM icon
Qualcomm
QCOM
+$118M
3
MSFT icon
Microsoft
MSFT
+$66.6M
4
FOUR icon
Shift4
FOUR
+$64.2M
5
STEP icon
StepStone Group
STEP
+$56.6M

Top Sells

Rank Stock Value
1
MLM icon
Martin Marietta Materials
MLM
+$149M
2
ULTA icon
Ulta Beauty
ULTA
+$126M
3
SPGI icon
S&P Global
SPGI
+$121M
4
NEE icon
NextEra Energy
NEE
+$114M
5
LLY icon
Eli Lilly
LLY
+$112M

Sector Composition

Rank Sector Weight
1 Technology 26.72%
2 Financials 12.27%
3 Healthcare 11.84%
4 Industrials 10.38%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOXX
2976
DELISTED
VOXX International Corporation Class A
VOXX
$509 ﹤0.01%
80
– –
BBIN icon
2977
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.46B
$504 ﹤0.01%
+8
New +$486
TOGA
2978
Tremblant Global ETF
TOGA
$175M
$502 ﹤0.01%
+18
New +$472
IZRL icon
2979
ARK Israel Innovative Technology ETF
IZRL
$137M
$497 ﹤0.01%
25
– –
PGRE
2980
DELISTED
Paramount Group
PGRE
$492 ﹤0.01%
100
– –
GRPN icon
2981
Groupon
GRPN
$1.03B
$489 ﹤0.01%
50
– –
OSUR icon
2982
OraSure Technologies
OSUR
$273M
$461 ﹤0.01%
108
– –
CHPT icon
2983
ChargePoint
CHPT
$134M
$458 ﹤0.01%
17
-1,144
-99% -$39.8K
CSTE icon
2984
Caesarstone
CSTE
$69.5M
$456 ﹤0.01%
100
– –
QDEL icon
2985
QuidelOrtho
QDEL
$1.13B
$456 ﹤0.01%
10
– –
EHAB
2986
DELISTED
Enhabit
EHAB
$450 ﹤0.01%
57
-16
-22% -$139
LASR icon
2987
nLIGHT
LASR
$3.33B
$449 ﹤0.01%
42
– –
DIBS icon
2988
1stdibs.com
DIBS
$148M
$441 ﹤0.01%
100
– –
ATIP
2989
DELISTED
ATI Physical Therapy, Inc.
ATIP
$433 ﹤0.01%
71
-24
-25% -$142
CRNC icon
2990
Cerence
CRNC
$359M
$432 ﹤0.01%
137
– –
SKIN icon
2991
SkinHealth Systems
SKIN
$83.4M
$432 ﹤0.01%
300
– –
SBRA icon
2992
Sabra Healthcare REIT
SBRA
$5.56B
$428 ﹤0.01%
23
-625
-96% -$10.5K
INDI icon
2993
indie Semiconductor
INDI
$636M
$399 ﹤0.01%
100
– –
LGO
2994
Largo
LGO
$59.1M
$389 ﹤0.01%
186
– –
NBR icon
2995
Nabors Industries
NBR
$1.17B
$387 ﹤0.01%
6
– –
TXG icon
2996
10x Genomics
TXG
$5.88B
$384 ﹤0.01%
17
– –
WGMI icon
2997
CoinShares ETF Trust CoinShares Bitcoin Mining ETF
WGMI
$213M
$380 ﹤0.01%
+20
New +$395
EDU icon
2998
New Oriental
EDU
$9.32B
$379 ﹤0.01%
5
-10
-67% -$685
UP icon
2999
Wheels Up
UP
$203M
$375 ﹤0.01%
8
– –
BRRR icon
3000
Coinshares Bitcoin ETF
BRRR
$400M
$360 ﹤0.01%
+20
New +$345
118 119
120
121 122

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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 Q3 2024 Portfolio in Review

As of Q3 2024, CIBC Private Wealth Group held 3,356 positions worth $55.8B, up 4.7% from $53.3B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

CIBC Private Wealth Group's Q3 2024 filing shows 208 new, 982 increased, 923 reduced and 244 closed positions. Its largest new stake was Zeta Global: 5,365,319 shares worth $160M. The largest sale was Martin Marietta Materials, an estimated $149M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2024 buy was Zeta Global: 5,365,319 shares worth $160M.
  • CIBC Private Wealth Group added most to Qualcomm in Q3 2024, an estimated $118M increase.
  • CIBC Private Wealth Group's biggest Q3 2024 reduction was Martin Marietta Materials, cutting an estimated $149M.
  • CIBC Private Wealth Group fully exited Equitrans Midstream Corporation Common Stock in Q3 2024, selling an estimated $24.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 28% of its $55.8B portfolio in Q3 2024.
  • CIBC Private Wealth Group opened 208 new positions and closed 244 in Q3 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.7% quarter-over-quarter to $55.8B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.