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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
RXST icon
3276
RxSight
RXST
$229M
– –
-443
Closed -$22.4K
RYZ
3277
Ryerson Holding Corp
RYZ
$1.58B
– –
-72
Closed -$2.41K
RYN icon
3278
Rayonier
RYN
$6.54B
– –
-441
Closed -$13K
ECHO
3279
EchoStar
ECHO
$24.9B
– –
-2,307
Closed -$32.4K
SBCF icon
3280
Seacoast Banking Corp of Florida
SBCF
$3.25B
– –
-2,971
Closed -$73.6K
SBSW icon
3281
Sibanye-Stillwater
SBSW
$5.98B
– –
-1,000
Closed -$4.67K
SCHO icon
3282
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
– –
-8,800
Closed -$211K
SGRY icon
3283
Surgery Partners
SGRY
$2.02B
– –
-108
Closed -$3.12K
SHLS icon
3284
Shoals Technologies Group
SHLS
$1.52B
– –
-111
Closed -$1.26K
SMB icon
3285
VanEck Short Muni ETF
SMB
$312M
– –
-5,765
Closed -$97.8K
SMLF icon
3286
iShares US Small Cap Equity Factor ETF
SMLF
$4.09B
– –
-812
Closed -$51.3K
SMMV icon
3287
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$289M
– –
-640
Closed -$23.8K
SOL
3288
DELISTED
Emeren Group
SOL
– –
-500
Closed -$1.17K
SPCE icon
3289
Virgin Galactic
SPCE
$326M
– –
-35
Closed -$990
SPTL icon
3290
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
– –
-187
Closed -$5.11K
SPXU icon
3291
ProShares UltraPro Short S&P 500
SPXU
$422M
– –
0
– -$22
STGW icon
3292
Stagwell
STGW
$1.92B
– –
-500
Closed -$2.98K
SYNA icon
3293
Synaptics
SYNA
$4.45B
– –
-1,300
Closed -$127K
SYM icon
3294
Symbotic
SYM
$5.24B
– –
-304
Closed -$13.8K
TDF
3295
Templeton Dragon Fund
TDF
$270M
– –
-1
Closed -$7
TFII icon
3296
TFI International
TFII
$11.8B
– –
-23
Closed -$3.65K
TQQQ icon
3297
ProShares UltraPro QQQ
TQQQ
$31.1B
– –
-4,730
Closed -$147K
TRIP icon
3298
TripAdvisor
TRIP
$1.67B
– –
-12
Closed -$332
TSE
3299
DELISTED
Trinseo
TSE
– –
-500
Closed -$1.91K
UMH
3300
UMH Properties
UMH
$1.33B
– –
-144
Closed -$2.29K
130 131
132
133 134

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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 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.