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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
OM icon
3126
Outset Medical
OM
$86.4M
– –
-1,075
Closed -$10.9K
OPRA
3127
Opera Ltd
OPRA
$1.68B
– –
-3,820
Closed -$59K
ORC
3128
Orchid Island Capital
ORC
$1.31B
– –
-1,700
Closed -$14K
OTRK
3129
DELISTED
Ontrak
OTRK
– –
-23
Closed -$56
OUT icon
3130
Outfront Media
OUT
$5.75B
– –
-3,048
Closed -$55.1K
PBW icon
3131
Invesco WilderHill Clean Energy ETF
PBW
$379M
– –
-2,449
Closed -$49K
PCQ
3132
Pimco California Municipal Income Fund
PCQ
$163M
– –
-357
Closed -$3.56K
PDT
3133
John Hancock Premium Dividend Fund
PDT
$635M
– –
-11
Closed -$145
PFBC icon
3134
Preferred Bank
PFBC
$1.24B
– –
-17
Closed -$1.36K
PGJ icon
3135
Invesco Golden Dragon China ETF
PGJ
$96.5M
– –
-4,328
Closed -$122K
PHI icon
3136
PLDT
PHI
$4.31B
– –
-167
Closed -$4.48K
PHR icon
3137
Phreesia
PHR
$689M
– –
-1,485
Closed -$33.8K
PKST
3138
DELISTED
Peakstone Realty Trust
PKST
– –
-1
Closed -$14
PLAB icon
3139
Photronics
PLAB
$1.65B
– –
-2,200
Closed -$54.5K
POWW icon
3140
Outdoor Holding Co
POWW
$249M
– –
-12
Closed -$17
PRAA icon
3141
PRA Group
PRAA
$672M
– –
-4,740
Closed -$106K
PSEC icon
3142
Prospect Capital
PSEC
$1.08B
– –
-3,000
Closed -$16.1K
PSTL
3143
Postal Realty Trust
PSTL
$703M
– –
-125
Closed -$1.83K
PUBM icon
3144
PubMatic
PUBM
$608M
– –
-1,000
Closed -$14.9K
PUK icon
3145
Prudential
PUK
$36.4B
– –
-184
Closed -$3.41K
RDY icon
3146
Dr. Reddy's Laboratories
RDY
$9.8B
– –
-445
Closed -$7.07K
RGT
3147
Royce Global Value Trust
RGT
$97.5M
– –
-12,811
Closed -$149K
RMBS icon
3148
Rambus
RMBS
$8.95B
– –
-175
Closed -$7.39K
RMT
3149
Royce Micro-Cap Trust
RMT
$718M
– –
-15,044
Closed -$145K
RNR icon
3150
RenaissanceRe
RNR
$13.8B
– –
-11
Closed -$3K
124 125
126
127 128

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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.