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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
GFI icon
3201
Gold Fields
GFI
$29.4B
– –
-3,000
Closed -$47.9K
GGN
3202
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$762M
– –
-1,500
Closed -$5.87K
GO icon
3203
Grocery Outlet
GO
$932M
– –
-92
Closed -$2.64K
GOCO
3204
DELISTED
GoHealth
GOCO
– –
-2,500
Closed -$26.6K
GRAB icon
3205
Grab
GRAB
$13.7B
– –
-1,000
Closed -$3.19K
GSAT icon
3206
Globalstar
GSAT
$10.2B
– –
-131
Closed -$2.66K
GTY
3207
Getty Realty Corp
GTY
$2.12B
– –
-2,006
Closed -$54.8K
HAYW icon
3208
Hayward Holdings
HAYW
$3.16B
– –
-66
Closed -$991
HEZU icon
3209
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$568M
– –
-1
Closed -$34
HNST icon
3210
The Honest Company
HNST
$423M
– –
-1,000
Closed -$3.96K
PPLI
3211
People Inc
PPLI
$3.15B
– –
-10
Closed -$427
IAF
3212
abrdn Australia Equity Fund
IAF
$120M
– –
-667
Closed -$8.5K
IAGG icon
3213
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
– –
-66
Closed -$3.29K
IART icon
3214
Integra LifeSciences
IART
$1.52B
– –
-56
Closed -$1.94K
IAS
3215
DELISTED
Integral Ad Science
IAS
– –
-94
Closed -$913
ICVT icon
3216
iShares Convertible Bond ETF
ICVT
$7.21B
– –
-180
Closed -$14.3K
IFRA icon
3217
iShares US Infrastructure ETF
IFRA
$4.6B
– –
-14
Closed -$604
INSM icon
3218
Insmed
INSM
$22.7B
– –
-15
Closed -$401
INTA icon
3219
Intapp
INTA
$2.27B
– –
-13
Closed -$430
IOVA icon
3220
Iovance Biotherapeutics
IOVA
$2.19B
– –
-35
Closed -$497
IRMD icon
3221
iRadimed
IRMD
$1.22B
– –
-24
Closed -$1.03K
IRON icon
3222
Disc Medicine
IRON
$2.85B
– –
-388
Closed -$13.3K
ISSC icon
3223
Innovative Solutions & Support
ISSC
$345M
– –
-2,071
Closed -$15.4K
JAMF
3224
DELISTED
Jamf
JAMF
– –
-70
Closed -$1.27K
JJSF icon
3225
J&J Snack Foods
JJSF
$1.46B
– –
-16
Closed -$2.27K
127 128
129
130 131

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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
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BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
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.