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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
VOXX
3051
DELISTED
VOXX International Corporation Class A
VOXX
$223 ﹤0.01%
80
– –
SBDS
3052
DELISTED
Solo Brands Inc
SBDS
$216 ﹤0.01%
3
– –
MLN icon
3053
VanEck Long Muni ETF
MLN
$680M
$215 ﹤0.01%
+12
New +$214
LVHD icon
3054
Franklin US Low Volatility High Dividend Index ETF
LVHD
$635M
$213 ﹤0.01%
+6
New +$216
CRF
3055
Cornerstone Total Return Fund
CRF
$1.14B
$205 ﹤0.01%
27
– –
MOR
3056
DELISTED
MorphoSys AG American Depositary Shares
MOR
$205 ﹤0.01%
+11
New +$200
XBIL icon
3057
US Treasury 6 Month Bill ETF
XBIL
$742M
$200 ﹤0.01%
4
– –
DNMR
3058
DELISTED
Danimer Scientific, Inc.
DNMR
$197 ﹤0.01%
9
– –
GB
3059
DELISTED
Global Blue Group Holding
GB
$194 ﹤0.01%
+38
New +$190
UNIT
3060
Uniti Group
UNIT
$2.62B
$194 ﹤0.01%
64
-838
-93% -$3.51K
CLNE icon
3061
Clean Energy Fuels
CLNE
$432M
$190 ﹤0.01%
+80
New +$206
HTOO icon
3062
Fusion Fuel Green
HTOO
$8.61M
$190 ﹤0.01%
6
– –
WMG icon
3063
Warner Music
WMG
$14.4B
$183 ﹤0.01%
6
-39
-87% -$1.25K
SSYS icon
3064
Stratasys
SSYS
$700M
$177 ﹤0.01%
20
– –
SPXX icon
3065
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$333M
$165 ﹤0.01%
10
-1,575
-99% -$24.7K
EVTC icon
3066
Evertec
EVTC
$1.88B
$164 ﹤0.01%
5
– –
ARCH
3067
DELISTED
Arch Resources, Inc.
ARCH
$164 ﹤0.01%
1
– –
NLR icon
3068
VanEck Uranium + Nuclear Energy ETF
NLR
$3.93B
$163 ﹤0.01%
2
-13
-87% -$1.06K
ABAT icon
3069
American Battery Technology Co
ABAT
$310M
$159 ﹤0.01%
134
– –
CHRS icon
3070
Coherus Oncology
CHRS
$225M
$156 ﹤0.01%
123
– –
SQFTW icon
3071
Presidio Property Trust Inc Series A Warrants
SQFTW
$208K
$153 ﹤0.01%
4,074
– –
FMHI icon
3072
First Trust Municipal High Income ETF
FMHI
$990M
$145 ﹤0.01%
+3
New +$144
CMPS
3073
Compass Pathways
CMPS
$1.52B
$144 ﹤0.01%
23
– –
SWBI icon
3074
Smith & Wesson
SWBI
$666M
$139 ﹤0.01%
10
– –
PERI icon
3075
Perion Network
PERI
$371M
$137 ﹤0.01%
+16
New +$194
121 122
123
124 125

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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 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.