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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
RSSS icon
3151
Research Solutions
RSSS
$75.9M
– –
-200
Closed -$546
RVMD icon
3152
Revolution Medicines
RVMD
$38.1B
– –
-700
Closed -$31.7K
SARK icon
3153
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$45M
– –
-550
Closed -$43K
SBIO icon
3154
ALPS Medical Breakthroughs ETF
SBIO
$199M
– –
-380
Closed -$14.2K
SBS icon
3155
Sabesp
SBS
$18.7B
– –
-1,784
Closed -$5.72K
SCL icon
3156
Stepan Co
SCL
$1.43B
– –
-1,500
Closed -$116K
SDGR icon
3157
Schrodinger
SDGR
$1.12B
– –
-5
Closed -$93
SDOW icon
3158
ProShares UltraPro Short Dow 30
SDOW
$168M
– –
-31
Closed -$1.63K
SEM
3159
DELISTED
Select Medical
SEM
– –
-61
Closed -$1.15K
SEVN
3160
Seven Hills Realty Trust
SEVN
$176M
– –
-1,740
Closed -$24K
SGDJ icon
3161
Sprott Junior Gold Miners ETF
SGDJ
$265M
– –
-2,102
Closed -$77.7K
SH icon
3162
ProShares Short S&P500
SH
$924M
– –
-4,795
Closed -$208K
SII
3163
Sprott
SII
$2.67B
– –
-2,259
Closed -$97.8K
SJB icon
3164
ProShares Short High Yield
SJB
$51.9M
– –
-13,570
Closed -$220K
SKM icon
3165
SK Telecom
SKM
$11.4B
– –
-271
Closed -$6.44K
SLG icon
3166
SL Green Realty
SLG
$3.88B
– –
-253
Closed -$17.6K
SMCI icon
3167
Super Micro Computer
SMCI
$17.2B
– –
-400
Closed -$16.7K
SNN icon
3168
Smith & Nephew
SNN
$13.7B
– –
-110
Closed -$3.42K
SNT
3169
Senstar Technologies
SNT
$39.2M
– –
-43,914
Closed -$69.8K
SOYB icon
3170
Teucrium Soybean Fund
SOYB
$61.2M
– –
-2,000
Closed -$46.1K
SPBO icon
3171
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
– –
-1,866
Closed -$56K
SPR
3172
DELISTED
Spirit AeroSystems
SPR
– –
-412
Closed -$13.4K
SPRO icon
3173
Spero Therapeutics
SPRO
$68.3M
– –
-2,880
Closed -$3.86K
SPTI icon
3174
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
– –
-3,374
Closed -$98K
SPTL icon
3175
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
– –
-403
Closed -$11.7K
125 126
127
128 129

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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 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.