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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
AON icon
376
Aon
AON
$81.4B
$6.7M 0.01%
19,011
-84,690
-82% -$31.1M
MSI icon
377
Motorola Solutions
MSI
$73.1B
$6.7M 0.01%
14,472
+587
+4% +$279K
XLF icon
378
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$6.57M 0.01%
135,404
+38,982
+40% +$1.88M
PAGP icon
379
Plains GP Holdings
PAGP
$5.2B
$6.55M 0.01%
328,454
+191,549
+140% +$3.56M
CCOI icon
380
Cogent Communications
CCOI
$649M
$6.55M 0.01%
89,505
-30,958
-26% -$2.47M
AEP icon
381
American Electric Power
AEP
$72.4B
$6.46M 0.01%
70,009
-203
-0.3% -$19.6K
HQY icon
382
HealthEquity
HQY
$8.46B
$6.37M 0.01%
63,853
+231
+0.4% +$21.5K
TYL icon
383
Tyler Technologies
TYL
$13.7B
$6.37M 0.01%
11,068
-557
-5% -$337K
GEV icon
384
GE Vernova
GEV
$251B
$6.37M 0.01%
17,369
-365
-2% -$114K
HCA icon
385
HCA Healthcare
HCA
$92.8B
$6.24M 0.01%
20,059
+120
+0.6% +$41.9K
GL icon
386
Globe Life
GL
$13.9B
$6.19M 0.01%
54,204
+535
+1% +$57.7K
MCK icon
387
McKesson
MCK
$104B
$6.17M 0.01%
10,451
-1,052
-9% -$589K
GTX icon
388
Garrett Motion
GTX
$5.6B
$6.16M 0.01%
686,308
-55
-0% -$457
CPNG icon
389
Coupang
CPNG
$27.7B
$6.13M 0.01%
275,122
-57,411
-17% -$1.41M
AM icon
390
Antero Midstream
AM
$10.3B
$6.11M 0.01%
390,711
– –
T icon
391
AT&T
T
$169B
$6.09M 0.01%
274,643
+34,623
+14% +$779K
NU icon
392
Nu Holdings
NU
$70.9B
$6.07M 0.01%
545,157
+5,438
+1% +$72.3K
VEU icon
393
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$6.03M 0.01%
104,481
-21,116
-17% -$1.27M
ADSK icon
394
Autodesk
ADSK
$50.1B
$5.9M 0.01%
19,900
-643
-3% -$190K
JCI icon
395
Johnson Controls International
JCI
$85.6B
$5.86M 0.01%
73,226
+11,147
+18% +$894K
TGT icon
396
Target
TGT
$65.5B
$5.8M 0.01%
41,941
-13,201
-24% -$1.89M
HBAN icon
397
Huntington Bancshares
HBAN
$35B
$5.76M 0.01%
350,557
+83
+0% +$1.36K
INVH icon
398
Invitation Homes
INVH
$17.9B
$5.74M 0.01%
187,284
-6,243
-3% -$208K
FLOT icon
399
iShares Floating Rate Bond ETF
FLOT
$10.2B
$5.74M 0.01%
112,733
+523
+0.5% +$26.6K
EWY icon
400
iShares MSCI South Korea ETF
EWY
$21.1B
$5.73M 0.01%
105,490
– –
14 15
16
17 18

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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.