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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
ISCG icon
3076
iShares Morningstar Small-Cap Growth ETF
ISCG
$957M
– –
-180
Closed -$8.81K
IXJ icon
3077
iShares Global Healthcare ETF
IXJ
$4.16B
– –
-685
Closed -$67.2K
JCPB icon
3078
JPMorgan Core Plus Bond ETF
JCPB
$13.9B
– –
-1
Closed -$48
JEMA icon
3079
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.53B
– –
-5
Closed -$203
JMSB icon
3080
John Marshall Bancorp
JMSB
$328M
– –
-32,859
Closed -$650K
JMST icon
3081
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
– –
-2,665
Closed -$136K
JRE icon
3082
Janus Henderson US Real Estate ETF
JRE
$4.28M
– –
-375
Closed -$9.73K
JRS icon
3083
Nuveen Real Estate Income Fund
JRS
$251M
– –
-3,961
Closed -$36.8K
KOF icon
3084
Coca-Cola Femsa
KOF
$22.5B
– –
-34
Closed -$3.02K
KROS icon
3085
Keros Therapeutics
KROS
$197M
– –
-250
Closed -$14.5K
KSCP icon
3086
Knightscope
KSCP
$23.8M
– –
-400
Closed -$2.94K
KSPI icon
3087
Kaspi.kz JSC
KSPI
$16.6B
– –
-163
Closed -$17.3K
KZR
3088
DELISTED
Kezar Life Sciences
KZR
– –
-100
Closed -$773
LADR
3089
Ladder Capital
LADR
$1.24B
– –
-77
Closed -$893
LAZR
3090
DELISTED
Luminar Technologies
LAZR
– –
-61
Closed -$819
LEG icon
3091
Leggett & Platt
LEG
$1.4B
– –
-1,416
Closed -$19.3K
LEU icon
3092
Centrus Energy
LEU
$3.14B
– –
-13,195
Closed -$724K
LEVI icon
3093
Levi Strauss
LEVI
$9.49B
– –
-1,500
Closed -$32.7K
LMBS icon
3094
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
– –
-317
Closed -$15.7K
LRCX icon
3095
Lam Research
LRCX
$316B
– –
-45,800
Closed -$3.74M
LVHD icon
3096
Franklin US Low Volatility High Dividend Index ETF
LVHD
$640M
– –
-370
Closed -$15.1K
LVHI icon
3097
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.36B
– –
-6,000
Closed -$186K
LXRX icon
3098
Lexicon Pharmaceuticals
LXRX
$1.03B
– –
-50,010
Closed -$78.5K
MAG
3099
DELISTED
MAG Silver
MAG
– –
-2,000
Closed -$28.1K
MFEM icon
3100
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$137M
– –
-1
Closed -$16
122 123
124
125 126

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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
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CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
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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.