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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
SQQQ icon
3176
ProShares UltraPro Short QQQ
SQQQ
$2.17B
– –
-9
Closed -$1.6K
SVOL icon
3177
Simplify Volatility Premium ETF
SVOL
$518M
– –
-1,001
Closed -$22K
SWBI icon
3178
Smith & Wesson
SWBI
$657M
– –
-10
Closed -$129
SWTX
3179
DELISTED
SpringWorks Therapeutics
SWTX
– –
-74
Closed -$2.37K
TAIL icon
3180
Cambria Tail Risk ETF
TAIL
$149M
– –
-48,882
Closed -$589K
TAN icon
3181
Invesco Solar ETF
TAN
$1.41B
– –
-585
Closed -$25.2K
TFPM icon
3182
Triple Flag Precious Metals
TFPM
$5.9B
– –
-2,000
Closed -$32.4K
TIMB icon
3183
TIM SA
TIMB
$9.45B
– –
-350
Closed -$6.03K
TK icon
3184
Teekay
TK
$981M
– –
-1,094
Closed -$10.1K
TLSA icon
3185
Tiziana Life Sciences
TLSA
$123M
– –
-6,000
Closed -$5.76K
TMDX icon
3186
Transmedics
TMDX
$2.64B
– –
-3,429
Closed -$538K
TNK icon
3187
Teekay Tankers
TNK
$2.66B
– –
-122
Closed -$7.11K
TPET icon
3188
Trio Petroleum
TPET
$11.8M
– –
-50
Closed -$183
TPZ
3189
Tortoise Electrification Infrastructure ETF
TPZ
$127M
– –
-7,963
Closed -$144K
TRMD icon
3190
TORM
TRMD
$3.05B
– –
-663
Closed -$22.7K
TRN icon
3191
Trinity Industries
TRN
$3.03B
– –
-847
Closed -$29.5K
TWI icon
3192
Titan International
TWI
$530M
– –
-12,600
Closed -$102K
TX icon
3193
Ternium
TX
$9.68B
– –
-1,500
Closed -$55.4K
UAVS icon
3194
AgEagle Aerial Systems
UAVS
$41M
– –
0
– -$1
UGP icon
3195
Ultrapar
UGP
$6.74B
– –
-269
Closed -$1.04K
UIS icon
3196
Unisys
UIS
$250M
– –
-100
Closed -$568
UMI icon
3197
USCF Midstream Energy Income Fund
UMI
$504M
– –
-415
Closed -$18.6K
VBTX
3198
DELISTED
Veritex Holdings
VBTX
– –
-1,250
Closed -$32.9K
VCV icon
3199
Invesco California Value Municipal Income Trust
VCV
$520M
– –
-807
Closed -$8.79K
VGM icon
3200
Invesco Trust Investment Grade Municipals
VGM
$552M
– –
-8,236
Closed -$87K
126 127
128
129 130

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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.