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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
APPF icon
3151
AppFolio
APPF
$5.98B
– –
-95
Closed -$22.9K
ARMK icon
3152
Aramark
ARMK
$15.2B
– –
-289
Closed -$9.33K
ASR icon
3153
Grupo Aeroportuario del Sureste
ASR
$8.06B
– –
-125
Closed -$39.7K
ATAI icon
3154
AtaiBeckley Inc
ATAI
$2.65B
– –
-7,972
Closed -$14.8K
AVDL
3155
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-58,934
Closed -$982K
AWI icon
3156
Armstrong World Industries
AWI
$7.05B
– –
-100
Closed -$12.3K
BBAX icon
3157
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.61B
– –
-108
Closed -$5.2K
BEKE icon
3158
KE Holdings
BEKE
$17.4B
– –
-100
Closed -$1.43K
BHF icon
3159
Brighthouse Financial
BHF
$3.63B
– –
-20
Closed -$1.02K
BHM icon
3160
Bluerock Homes Trust
BHM
$35.1M
– –
-375
Closed -$6.33K
BKSY icon
3161
BlackSky Technology
BKSY
$819M
– –
-63
Closed -$675
BNED icon
3162
Barnes & Noble Education
BNED
$445M
– –
-21
Closed -$1.37K
BROG
3163
DELISTED
Brooge Energy
BROG
– –
-2,000
Closed -$4.34K
BSVO icon
3164
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.43B
– –
-202
Closed -$4.25K
BUZZ icon
3165
VanEck Social Sentiment ETF
BUZZ
$90.9M
– –
-408
Closed -$8.69K
BWET icon
3166
Breakwave Tanker Shipping ETF
BWET
$31.5M
– –
-10
Closed -$188
BXC icon
3167
BlueLinx
BXC
$453M
– –
-922
Closed -$118K
CABA icon
3168
Cabaletta Bio
CABA
$444M
– –
-200
Closed -$3.36K
CBU icon
3169
Community Bank
CBU
$3.5B
– –
-9,535
Closed -$450K
CCS icon
3170
Century Communities
CCS
$2.03B
– –
-2,509
Closed -$239K
CECO icon
3171
Ceco Environmental
CECO
$4.31B
– –
-1
Closed -$23
CERT icon
3172
Certara
CERT
$1.21B
– –
-135
Closed -$2.43K
CGBD icon
3173
Carlyle Secured Lending
CGBD
$710M
– –
-1,000
Closed -$16.1K
CGSD icon
3174
Capital Group Short Duration Income ETF
CGSD
$2.39B
– –
-2,000
Closed -$50.7K
CIM
3175
Chimera Investment
CIM
$1.05B
– –
-3,333
Closed -$45.4K
125 126
127
128 129

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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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.