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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
AOUT icon
2976
American Outdoor Brands
AOUT
$158M
– –
-1
Closed -$9
API
2977
Agora
API
$333M
– –
-312
Closed -$752
APPS icon
2978
Digital Turbine
APPS
$982M
– –
-5,400
Closed -$16.6K
APTV icon
2979
Aptiv
APTV
$12.3B
– –
-247,549
Closed -$17.8M
ARRY icon
2980
Array Technologies
ARRY
$740M
– –
-50
Closed -$330
ASC icon
2981
Ardmore Shipping
ASC
$683M
– –
-1,420
Closed -$25.7K
ASTL icon
2982
Algoma Steel
ASTL
$450M
– –
-95
Closed -$972
ASTLW icon
2983
Algoma Steel Group Warrant
ASTLW
$242K
– –
-16,000
Closed -$27.6K
AWF
2984
AllianceBernstein Global High Income Fund
AWF
$869M
– –
-25
Closed -$284
AWI icon
2985
Armstrong World Industries
AWI
$7.37B
– –
-103
Closed -$13.5K
AWP
2986
abrdn Global Premier Properties Fund
AWP
$376M
– –
-2,017
Closed -$28K
AZ icon
2987
A2Z Smart Technologies
AZ
$241M
– –
-94,400
Closed -$189K
BAND
2988
Bandwidth Inc
BAND
$1.18B
– –
-8
Closed -$140
BBAG icon
2989
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.02B
– –
-3
Closed -$142
BBAR icon
2990
BBVA Argentina
BBAR
$3.85B
– –
-1,768
Closed -$18.3K
BBSI icon
2991
Barrett Business Services
BBSI
$1.01B
– –
-356
Closed -$13.4K
BEMB icon
2992
iShares JPMorgan Broad USD Emerging Markets Bond ETF
BEMB
$42M
– –
-575
Closed -$31.1K
BFLY icon
2993
Butterfly Network
BFLY
$1.86B
– –
-1,050
Closed -$1.86K
BGT icon
2994
BlackRock Floating Rate Income Trust
BGT
$321M
– –
-2,292
Closed -$29.7K
BGY icon
2995
BlackRock Enhanced International Dividend Trust
BGY
$509M
– –
-842
Closed -$4.88K
BHE icon
2996
Benchmark Electronics
BHE
$2.66B
– –
-597
Closed -$26.5K
BIB icon
2997
ProShares Ultra NASDAQ Biotechnology
BIB
$82.9M
– –
-60
Closed -$3.83K
BIT icon
2998
BlackRock Multi-Sector Income Trust
BIT
$692M
– –
-1,437
Closed -$21.8K
BJRI icon
2999
BJ's Restaurants
BJRI
$1.47B
– –
-200
Closed -$6.51K
BLK icon
3000
Blackrock
BLK
$167B
– –
-274,066
Closed -$260M
118 119
120
121 122

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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
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
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 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.