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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
MITK icon
3101
Mitek Systems
MITK
$756M
– –
-67
Closed -$581
MMS icon
3102
Maximus
MMS
$3.32B
– –
-200
Closed -$18.6K
MNRO icon
3103
Monro
MNRO
$414M
– –
-7,610
Closed -$220K
MOMO
3104
Hello Group
MOMO
$867M
– –
-18
Closed -$137
MQ icon
3105
Marqeta
MQ
$1.93B
– –
-1,875
Closed -$36.9K
MSDL icon
3106
Morgan Stanley Direct Lending Fund
MSDL
$1.25B
– –
-923
Closed -$18.3K
MSOX icon
3107
AdvisorShares MSOS 2X Daily ETF
MSOX
$45.3M
– –
-250
Closed -$11.7K
MUC icon
3108
BlackRock MuniHoldings California Quality Fund
MUC
$1B
– –
-12,762
Closed -$147K
MUA icon
3109
BlackRock MuniAssets Fund
MUA
$516M
– –
-8,959
Closed -$111K
MUR icon
3110
Murphy Oil
MUR
$5.55B
– –
-167,560
Closed -$5.65M
MVBF icon
3111
MVB Financial
MVBF
$397M
– –
-4,165
Closed -$80.6K
MXL icon
3112
MaxLinear
MXL
$5.19B
– –
-174
Closed -$2.52K
MYD
3113
DELISTED
BlackRock MuniYield Fund
MYD
– –
-6,735
Closed -$77K
MYE icon
3114
Myers Industries
MYE
$1.24B
– –
-795
Closed -$11K
MYGN icon
3115
Myriad Genetics
MYGN
$476M
– –
-400
Closed -$11K
NABL icon
3116
N-able
NABL
$844M
– –
-1,004
Closed -$13.1K
NAIL icon
3117
Direxion Daily Homebuilders & Supplies Bull 3X ETF
NAIL
$572M
– –
-1,000
Closed -$169K
NANC icon
3118
Unusual Whales Subversive Democratic Trading ETF
NANC
$268M
– –
-100
Closed -$3.74K
NKTX icon
3119
Nkarta
NKTX
$152M
– –
-344
Closed -$1.55K
NMIH icon
3120
NMI Holdings
NMIH
$3.37B
– –
-311
Closed -$12.8K
NSA
3121
DELISTED
National Storage Affiliates Trust
NSA
– –
-2,432
Closed -$117K
NXG
3122
NXG NextGen Infrastructure Income Fund
NXG
$306M
– –
-500
Closed -$20.9K
NZF icon
3123
Nuveen Municipal Credit Income Fund
NZF
$2.41B
– –
-15,970
Closed -$209K
OESX icon
3124
Orion Energy Systems
OESX
$38.9M
– –
-10,000
Closed -$85.7K
OFG icon
3125
OFG Bancorp
OFG
$2.21B
– –
-654
Closed -$29.4K
123 124
125
126 127

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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.