We are live on ! Find out more
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
BAND
3076
Bandwidth Inc
BAND
$1.83B
$135 ﹤0.01%
8
-100
-93% -$1.89K
NE icon
3077
Noble Corp
NE
$6.88B
$132 ﹤0.01%
3
– –
BOIL icon
3078
ProShares Ultra Bloomberg Natural Gas
BOIL
$348M
$131 ﹤0.01%
1
– –
ACB
3079
Aurora Cannabis
ACB
$170M
$129 ﹤0.01%
26
– –
KLXE icon
3080
KLX Energy Services
KLXE
$43.7M
$127 ﹤0.01%
26
– –
PDT
3081
John Hancock Premium Dividend Fund
PDT
$637M
$126 ﹤0.01%
11
– –
CMBM
3082
DELISTED
Cambium Networks
CMBM
$125 ﹤0.01%
60
-698
-92% -$2.45K
AS icon
3083
Amer Sports
AS
$20.5B
$125 ﹤0.01%
+11
New +$161
BTU icon
3084
Peabody Energy
BTU
$2.81B
$117 ﹤0.01%
5
-10
-67% -$231
CHAT icon
3085
Roundhill Generative AI & Technology ETF
CHAT
$1.74B
$116 ﹤0.01%
3
– –
TROX icon
3086
Tronox
TROX
$973M
$115 ﹤0.01%
7
– –
MVST icon
3087
Microvast
MVST
$267M
$110 ﹤0.01%
259
– –
DMTK
3088
DELISTED
DermTech, Inc. Common Stock
DMTK
$109 ﹤0.01%
1,700
– –
PGF icon
3089
Invesco Financial Preferred ETF
PGF
$675M
$105 ﹤0.01%
+7
New +$103
VFF icon
3090
Village Farms International
VFF
$247M
$101 ﹤0.01%
105
– –
HMY icon
3091
Harmony Gold Mining
HMY
$9.92B
$96 ﹤0.01%
+10
New +$90
AKBA icon
3092
Akebia Therapeutics
AKBA
$343M
$95 ﹤0.01%
100
– –
CHGG icon
3093
Chegg
CHGG
$110M
$90 ﹤0.01%
31
– –
BTAL icon
3094
AGF US Market Neutral Anti-Beta Fund
BTAL
$302M
$78 ﹤0.01%
4
– –
GAN
3095
DELISTED
GAN Ltd
GAN
$78 ﹤0.01%
50
-1,000
-95% -$1.33K
VSTO
3096
DELISTED
Vista Outdoor Inc.
VSTO
$75 ﹤0.01%
2
-268
-99% -$9.25K
POWA icon
3097
Invesco Bloomberg Pricing Power ETF
POWA
$177M
$73 ﹤0.01%
1
-399
-100% -$30.7K
OTRK
3098
DELISTED
Ontrak
OTRK
$71 ﹤0.01%
22
– –
BYND icon
3099
Beyond Meat
BYND
$283M
$68 ﹤0.01%
10
-75
-88% -$532
DOUG icon
3100
Douglas Elliman
DOUG
$158M
$60 ﹤0.01%
53
– –
122 123
124
125 126

Similar funds

Two Sigma Advisers
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 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.