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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
MBB icon
301
iShares MBS ETF
MBB
$39.2B
$14.5M 0.03%
159,303
-2,539
-2% -$236K
BIO icon
302
Bio-Rad Laboratories Class A
BIO
$8.74B
$14.5M 0.03%
42,106
-1,243
-3% -$422K
ASO icon
303
Academy Sports + Outdoors
ASO
$3.19B
$14.5M 0.03%
246,056
-7,151
-3% -$377K
WIX icon
304
WIX.com
WIX
$2.46B
$14.4M 0.03%
64,300
-898
-1% -$172K
AVTR icon
305
Avantor
AVTR
$8.12B
$14.3M 0.03%
646,216
-34,235
-5% -$770K
TMCI icon
306
Treace Medical Concepts
TMCI
$256M
$14.3M 0.03%
1,888,266
– –
CMI icon
307
Cummins
CMI
$86.9B
$14M 0.03%
38,900
+36
+0.1% +$12.6K
AR icon
308
Antero Resources
AR
$10.5B
$13.9M 0.03%
366,618
+116,362
+46% +$3.52M
KMI icon
309
Kinder Morgan
KMI
$71.4B
$13.7M 0.02%
483,434
+32,243
+7% +$841K
IYW icon
310
iShares US Technology ETF
IYW
$22.9B
$13.5M 0.02%
83,898
-2,054
-2% -$325K
MO icon
311
Altria Group
MO
$128B
$13.4M 0.02%
260,526
-30,166
-10% -$1.61M
VLO icon
312
Valero Energy
VLO
$89.9B
$13.4M 0.02%
106,985
+10,134
+10% +$1.36M
GWW icon
313
W.W. Grainger
GWW
$66.3B
$13.4M 0.02%
12,499
+101
+0.8% +$114K
NUMG icon
314
Nuveen ESG Mid-Cap Growth ETF
NUMG
$347M
$13.3M 0.02%
279,093
– –
YUM icon
315
Yum! Brands
YUM
$41.5B
$13.3M 0.02%
104,121
-88
-0.1% -$11.9K
WM icon
316
Waste Management
WM
$97.4B
$13M 0.02%
62,697
-6,821
-10% -$1.47M
VIG icon
317
Vanguard Dividend Appreciation ETF
VIG
$113B
$12.9M 0.02%
66,072
-13,082
-17% -$2.61M
FMC icon
318
FMC
FMC
$1.42B
$12.9M 0.02%
256,114
-20,175
-7% -$1.18M
SUN icon
319
Sunoco
SUN
$14.3B
$12.1M 0.02%
231,351
+230,634
+32,167% +$12.2M
GMED icon
320
Globus Medical
GMED
$10.8B
$11.8M 0.02%
136,845
+135,177
+8,104% +$10.7M
NKE icon
321
Nike
NKE
$63.3B
$11.8M 0.02%
165,406
-2,890
-2% -$227K
BKNG icon
322
Booking.com
BKNG
$152B
$11.7M 0.02%
59,850
-3,050
-5% -$586K
EAGL
323
Eagle Capital Select Equity ETF
EAGL
$4.42B
$11.7M 0.02%
412,587
– –
DE icon
324
Deere & Co
DE
$171B
$11.6M 0.02%
28,229
-594
-2% -$250K
SO icon
325
Southern Company
SO
$111B
$11.4M 0.02%
137,823
-3,218
-2% -$282K
11 12
13
14 15

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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.