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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
VRM icon
3126
Vroom Inc
VRM
$37.5M
$10 ﹤0.01%
1
– –
AOUT icon
3127
American Outdoor Brands
AOUT
$158M
$8 ﹤0.01%
1
– –
DPG
3128
Duff & Phelps Utility and Infrastructure Fund
DPG
$539M
$6 ﹤0.01%
+1
New +$10
MXF
3129
Mexico Fund
MXF
$309M
– –
0
– –
LAW icon
3130
CS Disco
LAW
$248M
$5 ﹤0.01%
1
-335,586
-100% -$2.32M
UAVS icon
3131
AgEagle Aerial Systems
UAVS
$41.1M
– –
0
– –
ATOM icon
3132
Atomera
ATOM
$203M
$4 ﹤0.01%
1
– –
VLY icon
3133
Valley National Bancorp
VLY
$7.94B
$4 ﹤0.01%
1
– –
VMEO
3134
DELISTED
Vimeo
VMEO
$4 ﹤0.01%
1
– –
HTEC icon
3135
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$74.6M
– –
0
– –
ROBT icon
3136
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$704M
– –
0
– –
TIPX icon
3137
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.01B
– –
0
– –
HUBCZ icon
3138
Hub Cyber Security Warrant
HUBCZ
$85.5K
$2 ﹤0.01%
100
– –
ORBS
3139
Eightco Holdings
ORBS
$241M
– –
0
– –
VRME icon
3140
VerifyMe
VRME
$9M
$1 ﹤0.01%
1
– –
ASTR
3141
DELISTED
Astra Space, Inc. Class A Common Stock
ASTR
$1 ﹤0.01%
1
-81
-99% -$49
ACLS icon
3142
Axcelis
ACLS
$3.94B
– –
-45
Closed -$5.06K
AHCO icon
3143
AdaptHealth
AHCO
$1.49B
– –
-100
Closed -$1.12K
AIN icon
3144
Albany International
AIN
$2.16B
– –
-18
Closed -$1.63K
ALRM icon
3145
Alarm.com
ALRM
$2.65B
– –
-182
Closed -$13K
ALT icon
3146
Altimmune
ALT
$576M
– –
-675
Closed -$6.91K
AMBP icon
3147
Ardagh Metal Packaging
AMBP
$2.89B
– –
-21
Closed -$72
AMH icon
3148
American Homes 4 Rent
AMH
$12B
– –
-1,510
Closed -$54.9K
AMWL icon
3149
American Well
AMWL
$185M
– –
-81
Closed -$1.25K
AOSL icon
3150
Alpha and Omega Semiconductor
AOSL
$922M
– –
-393
Closed -$8.67K
124 125
126
127 128

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Comerica Bank
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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
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.