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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRBP icon
3026
Corbus Pharmaceuticals
CRBP
$167M
$38 ﹤0.01%
+1
New +$25
BRN icon
3027
Barnwell Industries
BRN
$14M
$36 ﹤0.01%
+15
New +$35
HEZU icon
3028
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$560M
$34 ﹤0.01%
+1
New +$34
MURA
3029
DELISTED
Mural Oncology
MURA
$34 ﹤0.01%
+7
New +$34
POWW icon
3030
Outdoor Holding Co
POWW
$254M
$32 ﹤0.01%
+12
New +$28
CMRX
3031
DELISTED
Chimerix, Inc.
CMRX
$32 ﹤0.01%
+30
New +$31
EVA
3032
DELISTED
Enviva Inc.
EVA
$27 ﹤0.01%
+62
New +$33
BINI
3033
DELISTED
Bollinger Innovations
BINI
– –
0
– –
SPIP icon
3034
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$25 ﹤0.01%
+1
New +$26
CECO icon
3035
Ceco Environmental
CECO
$3.55B
$23 ﹤0.01%
+1
New +$21
LXRX icon
3036
Lexicon Pharmaceuticals
LXRX
$1.03B
$23 ﹤0.01%
10
-150,090
-100% -$322K
SPXU icon
3037
ProShares UltraPro Short S&P 500
SPXU
$427M
– –
0
– –
DNLI icon
3038
Denali Therapeutics
DNLI
$3.78B
$21 ﹤0.01%
+1
New +$19
GHI icon
3039
Greystone Housing Impact Investors LP
GHI
$124M
$16 ﹤0.01%
+1
New +$17
INUV icon
3040
Inuvo
INUV
$15.3M
$13 ﹤0.01%
+4
New +$17
VRM icon
3041
Vroom Inc
VRM
$37.5M
$13 ﹤0.01%
+1
New +$20
VIEWW
3042
DELISTED
View, Inc. Warrant
VIEWW
$13 ﹤0.01%
+2,100
New +$11
ULE icon
3043
ProShares Ultra Euro
ULE
$4.29M
$11 ﹤0.01%
+1
New +$11
BHK icon
3044
BlackRock Core Bond Trust
BHK
$644M
$10 ﹤0.01%
+1
New +$11
SAND
3045
DELISTED
Sandstorm Gold
SAND
$10 ﹤0.01%
+2
New +$9
AOUT icon
3046
American Outdoor Brands
AOUT
$159M
$9 ﹤0.01%
+1
New +$9
UAVS icon
3047
AgEagle Aerial Systems
UAVS
$38.5M
– –
0
– –
GCC icon
3048
WisdomTree Enhanced Commodity Strategy Fund
GCC
$270M
– –
0
– –
HUBCZ icon
3049
Hub Cyber Security Warrant
HUBCZ
$8 ﹤0.01%
+100
New +$14
MXF
3050
Mexico Fund
MXF
$308M
– –
0
– –
120 121
122
123 124

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CWM
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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
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PPFA
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CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.