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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
BNY
326
Bank of New York Mellon
BNY
$106B
$11.4M 0.02%
146,627
+776
+0.5% +$60K
CORZ icon
327
Core Scientific
CORZ
$6.49B
$11.4M 0.02%
809,891
– –
MUB icon
328
iShares National Muni Bond ETF
MUB
$45.3B
$11.3M 0.02%
106,556
+638
+0.6% +$68.5K
ETN icon
329
Eaton
ETN
$149B
$11.3M 0.02%
32,716
+5,314
+19% +$1.87M
VGT icon
330
Vanguard Information Technology ETF
VGT
$136B
$10.9M 0.02%
138,744
+3,632
+3% +$279K
IGSB icon
331
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$10.7M 0.02%
206,785
+6,302
+3% +$328K
VYM icon
332
Vanguard High Dividend Yield ETF
VYM
$81.9B
$10.7M 0.02%
83,514
-1,262
-1% -$165K
XLK icon
333
State Street Technology Select Sector SPDR ETF
XLK
$112B
$10.5M 0.02%
90,096
+806
+0.9% +$93.8K
PBA icon
334
Pembina Pipeline
PBA
$28.9B
$10.5M 0.02%
284,829
+3,256
+1% +$133K
MRSH
335
Marsh
MRSH
$90.9B
$10.4M 0.02%
49,086
+415
+0.9% +$92.1K
XCEM icon
336
Columbia EM Core ex-China ETF
XCEM
$1.86B
$10.2M 0.02%
340,806
-1,381
-0.4% -$43.6K
NSC icon
337
Norfolk Southern
NSC
$76.8B
$10.1M 0.02%
42,716
-107
-0.2% -$27.2K
EWT icon
338
iShares MSCI Taiwan ETF
EWT
$9.61B
$10.1M 0.02%
192,500
– –
AMD icon
339
Advanced Micro Devices
AMD
$749B
$9.94M 0.02%
81,618
-732,819
-90% -$105M
ARCC icon
340
Ares Capital
ARCC
$13.6B
$9.8M 0.02%
443,747
+3,741
+0.9% +$80.7K
INTC icon
341
Intel
INTC
$439B
$9.76M 0.02%
490,880
+27,532
+6% +$621K
IVW icon
342
iShares S&P 500 Growth ETF
IVW
$72.1B
$9.73M 0.02%
94,845
-2,011
-2% -$201K
LNT icon
343
Alliant Energy
LNT
$19.2B
$9.6M 0.02%
164,993
-866
-0.5% -$52.3K
FDX icon
344
FedEx
FDX
$73.8B
$9.47M 0.02%
34,431
-314
-0.9% -$87.7K
CQP icon
345
Cheniere Energy
CQP
$30.8B
$9.35M 0.02%
163,892
-2,886
-2% -$151K
IGIB icon
346
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$9.34M 0.02%
182,177
-12,584
-6% -$659K
MTN icon
347
Vail Resorts
MTN
$5.51B
$9.32M 0.02%
51,746
+23,712
+85% +$4.24M
BA icon
348
Boeing
BA
$176B
$8.93M 0.02%
51,983
+4,436
+9% +$696K
PM icon
349
Philip Morris
PM
$312B
$8.78M 0.02%
72,071
-3,648
-5% -$460K
SPYV icon
350
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$8.67M 0.02%
169,266
-1,006
-0.6% -$53.5K
12 13
14
15 16

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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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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.