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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
NRDY icon
3001
Nerdy
NRDY
$109M
$395 ﹤0.01%
250
– –
SKM icon
3002
SK Telecom
SKM
$13.5B
$393 ﹤0.01%
+19
New +$397
JWN
3003
DELISTED
Nordstrom
JWN
$390 ﹤0.01%
18
-9
-33% -$184
RVNC
3004
DELISTED
Revance Therapeutics, Inc.
RVNC
$388 ﹤0.01%
139
-4,655
-97% -$15.9K
KEP icon
3005
Korea Electric Power
KEP
$15.7B
$385 ﹤0.01%
+53
New +$399
ZIM icon
3006
ZIM Integrated Shipping Services
ZIM
$2.96B
$375 ﹤0.01%
20
-1,000
-98% -$16.2K
ST icon
3007
Sensata Technologies
ST
$6.75B
$347 ﹤0.01%
+9
New +$347
TARO
3008
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$344 ﹤0.01%
+8
New +$340
RDWR icon
3009
Radware
RDWR
$1.23B
$342 ﹤0.01%
+18
New +$329
VEON icon
3010
VEON
VEON
$3.58B
$340 ﹤0.01%
+13
New +$325
LGO
3011
Largo
LGO
$62.2M
$331 ﹤0.01%
186
– –
EFOI icon
3012
Energy Focus
EFOI
$18M
$325 ﹤0.01%
250
– –
IMTX icon
3013
Immatics
IMTX
$1.18B
$320 ﹤0.01%
+27
New +$304
SGMO
3014
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$318 ﹤0.01%
1,000
– –
NEXA icon
3015
Nexa Resources
NEXA
$1.71B
$317 ﹤0.01%
+41
New +$308
TXG icon
3016
10x Genomics
TXG
$5.83B
$314 ﹤0.01%
17
– –
BHC icon
3017
Bausch Health
BHC
$1.67B
$313 ﹤0.01%
43
– –
NUS icon
3018
Nu Skin
NUS
$250M
$312 ﹤0.01%
29
-87
-75% -$1.1K
DIV icon
3019
Global X SuperDividend US ETF
DIV
$787M
$309 ﹤0.01%
18
– –
QDEL icon
3020
QuidelOrtho
QDEL
$1.15B
$304 ﹤0.01%
10
– –
RSKD icon
3021
Riskified
RSKD
$702M
$302 ﹤0.01%
+46
New +$260
SGHC icon
3022
SGHC Ltd
SGHC
$7.45B
$295 ﹤0.01%
+95
New +$320
VHC icon
3023
VirnetX Holding Corp
VHC
$51M
$293 ﹤0.01%
50
– –
TPET icon
3024
Trio Petroleum
TPET
$11.9M
$292 ﹤0.01%
+50
New +$298
GOEV
3025
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$289 ﹤0.01%
6
+2
+50% +$98
119 120
121
122 123

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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 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.