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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
IBTE
3226
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
– –
-18,935
Closed -$454K
CNSL
3227
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
– –
-970
Closed -$4.5K
AGR
3228
DELISTED
Avangrid, Inc.
AGR
– –
-45
Closed -$1.61K
CTLT
3229
DELISTED
CATALENT, INC.
CTLT
– –
-560
Closed -$33.9K
IBDP
3230
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
– –
-8,064
Closed -$203K
AY
3231
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
– –
-325
Closed -$7.14K
MRO
3232
DELISTED
Marathon Oil Corporation
MRO
– –
-16,865
Closed -$449K
RCM
3233
DELISTED
R1 RCM Inc. Common Stock
RCM
– –
-100
Closed -$1.42K
AXNX
3234
DELISTED
Axonics, Inc. Common Stock
AXNX
– –
-655
Closed -$45.6K
TDW.WS
3235
DELISTED
Tidewater Inc.
TDW.WS
– –
-2,458
Closed -$1.07K
DNMR
3236
DELISTED
Danimer Scientific, Inc.
DNMR
– –
-9
Closed -$159
PRMW
3237
DELISTED
Primo Water Corporation
PRMW
– –
-1,076
Closed -$27.2K
SRCL
3238
DELISTED
Stericycle Inc
SRCL
– –
-4,244
Closed -$259K
ITI
3239
DELISTED
Iteris, Inc.
ITI
– –
-500
Closed -$3.57K
ZPTA
3240
DELISTED
Zapata Computing Holdings Inc. Common Stock
ZPTA
– –
-64,000
Closed -$17.4K
AVK.RT
3241
DELISTED
Advent Convertible and Income Fund Rights
AVK.RT
– –
-1,949
Closed -$37
ME
3242
DELISTED
23andMe Holding Co
ME
– –
-521
Closed -$3.62K
CHUY
3243
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
– –
-180
Closed -$6.73K
SEG.RT
3244
DELISTED
Seaport Entertainment Group Inc. Rights (expiring October 10, 2024)
SEG.RT
– –
-383
Closed -$1.17K
TELL
3245
DELISTED
Tellurian Inc.
TELL
– –
-7,304
Closed -$7.07K
VGR
3246
DELISTED
Vector Group Ltd.
VGR
– –
-1,440
Closed -$21.5K
AAN
3247
DELISTED
The Aaron's Company Inc
AAN
– –
-174
Closed -$1.73K
PWSC
3248
DELISTED
PowerSchool Holdings, Inc.
PWSC
– –
-59
Closed -$1.35K
SWN
3249
DELISTED
Southwestern Energy Company
SWN
– –
-895,709
Closed -$6.37M
NTG
3250
DELISTED
Tortoise Midstream Energy Fund, Inc. Common Stock
NTG
– –
-550
Closed -$26.1K
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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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.