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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
BKV
351
BKV Corp
BKV
$2.57B
$8.63M 0.02%
360,848
-189,152
-34% -$3.83M
HYD icon
352
VanEck High Yield Muni ETF
HYD
$4.45B
$8.56M 0.02%
165,219
+7,758
+5% +$406K
IWN icon
353
iShares Russell 2000 Value ETF
IWN
$14.5B
$8.47M 0.02%
51,747
-358
-0.7% -$61.1K
URI icon
354
United Rentals
URI
$67.9B
$8.38M 0.02%
12,512
-93,279
-88% -$75.8M
SGOV icon
355
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$8.37M 0.02%
83,407
+23,241
+39% +$2.33M
IWV icon
356
iShares Russell 3000 ETF
IWV
$19.5B
$8.21M 0.01%
24,396
+4,073
+20% +$1.37M
SCI icon
357
Service Corp International
SCI
$11.7B
$8.2M 0.01%
104,369
-530
-0.5% -$43.4K
DVY icon
358
iShares Select Dividend ETF
DVY
$24.1B
$7.86M 0.01%
60,075
-1,954
-3% -$266K
AYI icon
359
Acuity Brands
AYI
$10.3B
$7.85M 0.01%
25,024
-20
-0.1% -$6.24K
FRSH icon
360
Freshworks
FRSH
$3.09B
$7.77M 0.01%
481,115
-7,137
-1% -$101K
MDY icon
361
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$7.76M 0.01%
13,519
-716
-5% -$420K
IWO icon
362
iShares Russell 2000 Growth ETF
IWO
$14.4B
$7.65M 0.01%
26,277
-1,151
-4% -$340K
SDY icon
363
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$7.62M 0.01%
58,215
-1,345
-2% -$188K
CARR icon
364
Carrier Global
CARR
$52.5B
$7.51M 0.01%
109,757
-11,425
-9% -$862K
TFC icon
365
Truist Financial
TFC
$64.7B
$7.5M 0.01%
170,711
+14,340
+9% +$640K
PLTR icon
366
Palantir
PLTR
$296B
$7.43M 0.01%
108,862
+16,479
+18% +$960K
VZ icon
367
Verizon
VZ
$201B
$7.35M 0.01%
188,757
+6,432
+4% +$271K
QCLN icon
368
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$589M
$7.27M 0.01%
206,757
-135,770
-40% -$4.69M
BRZE icon
369
Braze
BRZE
$2.83B
$7.26M 0.01%
164,371
-34,262
-17% -$1.24M
ESS icon
370
Essex Property Trust
ESS
$18.9B
$7.22M 0.01%
26,480
-4,584
-15% -$1.35M
HYG icon
371
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$7.09M 0.01%
89,835
-4,259
-5% -$338K
DTE icon
372
DTE Energy
DTE
$30.4B
$7.07M 0.01%
58,400
+48,936
+517% +$6.04M
QUBT icon
373
Quantum Computing Inc
QUBT
$1.74B
$7.04M 0.01%
+709,945
New +$3.9M
FAST icon
374
Fastenal
FAST
$55.2B
$7.01M 0.01%
192,200
-13,502
-7% -$527K
PXF icon
375
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$6.7M 0.01%
139,147
+134,948
+3,214% +$6.7M
13 14
15
16 17

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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.