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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
EVN
3051
Eaton Vance Municipal Income Trust
EVN
$417M
– –
-7,560
Closed -$82.9K
FBP icon
3052
First Bancorp
FBP
$4.41B
– –
-1,135
Closed -$24K
FDUS icon
3053
Fidus Investment
FDUS
$759M
– –
-1,267
Closed -$24.8K
FGDL icon
3054
Franklin Responsibly Sourced Gold ETF
FGDL
$445M
– –
-1,000
Closed -$35.2K
FLWS icon
3055
1-800-Flowers.com
FLWS
$252M
– –
-1,606
Closed -$12.7K
FTCI icon
3056
FTC Solar
FTCI
$41.6M
– –
-15,000
Closed -$102K
FTSL icon
3057
First Trust Senior Loan Fund ETF
FTSL
$2.32B
– –
-720
Closed -$33K
GAN
3058
DELISTED
GAN Ltd
GAN
– –
-50
Closed -$89
GBCI icon
3059
Glacier Bancorp
GBCI
$6.36B
– –
-28
Closed -$1.28K
GBTG icon
3060
American Express Global Business Travel
GBTG
$4.92B
– –
-25
Closed -$192
GHYG icon
3061
iShares US & Intl High Yield Corp Bond ETF
GHYG
$193M
– –
-900
Closed -$41.2K
GOAU icon
3062
US Global GO Gold and Precious Metal Miners ETF
GOAU
$161M
– –
-35,524
Closed -$757K
GOGL
3063
DELISTED
Golden Ocean Group
GOGL
– –
-3,040
Closed -$40.7K
GOSS icon
3064
Gossamer Bio
GOSS
$101M
– –
-1,000
Closed -$986
GUT
3065
Gabelli Utility Trust
GUT
$564M
– –
-14,910
Closed -$77.5K
HCM icon
3066
HUTCHMED
HCM
$1.96B
– –
-67
Closed -$1.31K
HEDJ icon
3067
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
– –
-690
Closed -$31K
HMY icon
3068
Harmony Gold Mining
HMY
$9.7B
– –
-57
Closed -$580
HNI icon
3069
HNI Corp
HNI
$3.08B
– –
-242
Closed -$13K
HOLO icon
3070
MicroCloud Hologram
HOLO
$35.5M
– –
-125
Closed -$36K
IBHE
3071
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-7,230
Closed -$168K
IGA
3072
Voya Global Advantage and Premium Opportunity Fund
IGA
$155M
– –
-5,513
Closed -$52.4K
BRSL
3073
Brightstar Lottery PLC
BRSL
$1.9B
– –
-967
Closed -$20.6K
INDI icon
3074
indie Semiconductor
INDI
$636M
– –
-100
Closed -$399
INSW icon
3075
International Seaways
INSW
$4.68B
– –
-321
Closed -$16.6K
121 122
123
124 125

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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.