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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
CORN icon
3026
Teucrium Corn Fund
CORN
$178M
– –
-4,000
Closed -$74K
CPA icon
3027
Copa Holdings
CPA
$5.56B
– –
-40
Closed -$3.75K
CRNX icon
3028
Crinetics Pharmaceuticals
CRNX
$8.88B
– –
-15
Closed -$767
CSTE icon
3029
Caesarstone
CSTE
$69.5M
– –
-100
Closed -$456
CTO
3030
CTO Realty Growth
CTO
$756M
– –
-982
Closed -$18.7K
CTRE icon
3031
CareTrust REIT
CTRE
$10B
– –
-799
Closed -$24.6K
CXM icon
3032
Sprinklr
CXM
$1.51B
– –
-144,810
Closed -$1.12M
DAN icon
3033
Dana Inc
DAN
$2.88B
– –
-50
Closed -$528
DGS icon
3034
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.66B
– –
-1,545
Closed -$83K
DMLP icon
3035
Dorchester Minerals
DMLP
$1.3B
– –
-749
Closed -$22.6K
DUO
3036
Fangdd Network Group
DUO
$23.5M
– –
-250
Closed -$12.4K
DWSN icon
3037
Dawson Geophysical
DWSN
$130M
– –
-10,000
Closed -$15.8K
OPPJ
3038
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$271M
– –
-73
Closed -$2.48K
EAD
3039
Allspring Income Opportunities Fund
EAD
$371M
– –
-10,147
Closed -$72.3K
EARN
3040
Ellington Residential Mortgage REIT
EARN
$166M
– –
-2,400
Closed -$16.8K
EC icon
3041
Ecopetrol
EC
$33.7B
– –
-1,900
Closed -$17K
ECO
3042
Okeanis Eco Tankers
ECO
$2.28B
– –
-300
Closed -$9.79K
FOCL
3043
EDAP TMS S.A.
FOCL
$234M
– –
-600
Closed -$1.53K
EDU icon
3044
New Oriental
EDU
$9.32B
– –
-5
Closed -$379
EEMS icon
3045
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$341M
– –
-880
Closed -$56.1K
EGP icon
3046
EastGroup Properties
EGP
$11.2B
– –
-9
Closed -$1.68K
ENLT icon
3047
Enlight Renewable Energy
ENLT
$11.3B
– –
-95,950
Closed -$1.62M
EOT
3048
Eaton Vance National Municipal Opportunities Trust
EOT
$270M
– –
-3,136
Closed -$56.3K
ESGR
3049
DELISTED
Enstar Group
ESGR
– –
-200
Closed -$64.3K
EVGO icon
3050
EVgo
EVGO
$219M
– –
-2,000
Closed -$8.28K
120 121
122
123 124

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Comerica Bank
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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
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.