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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
BOIL icon
3001
ProShares Ultra Bloomberg Natural Gas
BOIL
$334M
– –
-1
Closed -$116
BPOP icon
3002
Popular Inc
BPOP
$11B
– –
-245
Closed -$24.6K
BRRR icon
3003
Coinshares Bitcoin ETF
BRRR
$400M
– –
-20
Closed -$360
BTZ icon
3004
BlackRock Credit Allocation Income Trust
BTZ
$927M
– –
-12,660
Closed -$143K
BWEN icon
3005
Broadwind
BWEN
$81.7M
– –
-10,000
Closed -$22.7K
BXMX
3006
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
– –
-4,594
Closed -$63K
BYD icon
3007
Boyd Gaming
BYD
$6.75B
– –
-1,670
Closed -$108K
CABA icon
3008
Cabaletta Bio
CABA
$427M
– –
-2,000
Closed -$9.44K
CAC icon
3009
Camden National
CAC
$988M
– –
-75
Closed -$3.1K
CAMT icon
3010
Camtek
CAMT
$5.92B
– –
-312
Closed -$24.9K
CANE icon
3011
Teucrium Sugar Fund
CANE
$74M
– –
-3,000
Closed -$39.6K
CCAP icon
3012
Crescent Capital BDC
CCAP
$405M
– –
-1,058
Closed -$19.6K
CDLX icon
3013
Cardlytics
CDLX
$22.2M
– –
-370
Closed -$11.8K
CELC icon
3014
Celcuity
CELC
$4.06B
– –
-810
Closed -$12.1K
CGBD icon
3015
Carlyle Secured Lending
CGBD
$708M
– –
-1,355
Closed -$23K
CLCO
3016
DELISTED
Cool Company
CLCO
– –
-1,200
Closed -$13.5K
CLFD icon
3017
Clearfield
CLFD
$401M
– –
-500
Closed -$19.5K
CLM icon
3018
Cornerstone Strategic Value Fund
CLM
$2.16B
– –
-2,134
Closed -$16.1K
CMBM
3019
DELISTED
Cambium Networks
CMBM
– –
-60
Closed -$110
CMDT icon
3020
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$803M
– –
-2,128
Closed -$56.9K
CMP icon
3021
Compass Minerals
CMP
$1.23B
– –
-300
Closed -$3.61K
CNDT icon
3022
Conduent
CNDT
$253M
– –
-2,094
Closed -$8.44K
CNF
3023
CNFinance Holdings
CNF
$40M
– –
-134
Closed -$1.67K
COHU icon
3024
Cohu
COHU
$1.86B
– –
-300
Closed -$7.71K
COPX icon
3025
Global X Copper Miners ETF NEW
COPX
$7.04B
– –
-1,000
Closed -$47.3K
119 120
121
122 123

Similar funds

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Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.