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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
VHC icon
3201
VirnetX Holding Corp
VHC
$53.8M
– –
-50
Closed -$353
EMPD
3202
Empery Digital
EMPD
$84.9M
– –
0
– -$1
VRM icon
3203
Vroom Inc
VRM
$36.8M
– –
-1
Closed -$9
VRNT
3204
DELISTED
Verint Systems
VRNT
– –
-3,485
Closed -$88.3K
VSAT icon
3205
Viasat
VSAT
$9.97B
– –
-1,000
Closed -$11.9K
VTWG icon
3206
Vanguard Russell 2000 Growth ETF
VTWG
$1.47B
– –
-1,093
Closed -$227K
WGMI icon
3207
CoinShares ETF Trust CoinShares Bitcoin Mining ETF
WGMI
$243M
– –
-20
Closed -$380
WNS
3208
DELISTED
WNS Holdings
WNS
– –
-3
Closed -$158
WPRT
3209
Westport Fuel Systems
WPRT
$32.9M
– –
-12,042
Closed -$55.3K
WSFS icon
3210
WSFS Financial
WSFS
$4.2B
– –
-85
Closed -$4.33K
WSR
3211
DELISTED
Whitestone REIT
WSR
– –
-1,533
Closed -$20.7K
WW
3212
DELISTED
WW International
WW
– –
-647
Closed -$568
XFOR icon
3213
X4 Pharmaceuticals
XFOR
$363M
– –
-1,500
Closed -$30.1K
XPER icon
3214
Xperi
XPER
$368M
– –
-34
Closed -$314
YINN icon
3215
Direxion Daily FTSE China Bull 3X ETF
YINN
$730M
– –
-10,350
Closed -$382K
ZVIA icon
3216
Zevia
ZVIA
$113M
– –
-50,000
Closed -$54K
ZURA icon
3217
Zura Bio
ZURA
$521M
– –
-750
Closed -$3.04K
ASTH icon
3218
Astrana Health
ASTH
$1.88B
– –
-1,180
Closed -$68.4K
HAFN icon
3219
Hafnia
HAFN
$3.78B
– –
-2,010
Closed -$14.4K
BWLP icon
3220
BW LPG
BWLP
$3.24B
– –
-1,105
Closed -$15.9K
ETH
3221
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.75B
– –
-5,950
Closed -$145K
QXO
3222
QXO Inc
QXO
$14.7B
– –
-14,744
Closed -$233K
BTC
3223
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
– –
-8,803
Closed -$248K
FLG
3224
Flagstar Bank National Association
FLG
$5.81B
– –
-16
Closed -$180
NARI
3225
DELISTED
Inari Medical, Inc. Common Stock
NARI
– –
-1,000
Closed -$41.2K
127 128
129
130 131

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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 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.