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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
ACEL icon
401
Accel Entertainment
ACEL
$1.01B
$5.67M 0.01%
539,256
-90,319
-14% -$1.03M
FAS icon
402
Direxion Daily Financial Bull 3x ETF
FAS
$2.52B
$5.64M 0.01%
37,124
– –
SCHD icon
403
Schwab US Dividend Equity ETF
SCHD
$104B
$5.62M 0.01%
205,747
-345,803
-63% -$9.83M
ABNB icon
404
Airbnb
ABNB
$90.9B
$5.61M 0.01%
42,881
-2,673
-6% -$360K
VNQ icon
405
Vanguard Real Estate ETF
VNQ
$40B
$5.59M 0.01%
63,711
+842
+1% +$79.6K
LILAK icon
406
Liberty Latin America Class C
LILAK
$1.65B
$5.49M 0.01%
910,790
– –
RDDT icon
407
Reddit
RDDT
$34.4B
$5.45M 0.01%
31,656
-55,220
-64% -$6.82M
IGF icon
408
iShares Global Infrastructure ETF
IGF
$10.9B
$5.43M 0.01%
102,887
+12,388
+14% +$669K
PAYX icon
409
Paychex
PAYX
$42.3B
$5.37M 0.01%
38,292
+82
+0.2% +$11.6K
XYL icon
410
Xylem
XYL
$29.7B
$5.35M 0.01%
46,159
-84
-0.2% -$10.6K
AWK icon
411
American Water Works
AWK
$27B
$5.35M 0.01%
43,601
-4,875
-10% -$658K
PFO
412
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$119M
$5.34M 0.01%
588,511
– –
OKTA icon
413
Okta
OKTA
$23.7B
$5.33M 0.01%
62,409
+35,409
+131% +$2.74M
XLU icon
414
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$5.33M 0.01%
140,260
+3,316
+2% +$132K
UNF icon
415
Unifirst Corp
UNF
$5.43B
$5.24M 0.01%
24,446
– –
WSO icon
416
Watsco Inc
WSO
$15.1B
$5.23M 0.01%
11,201
+238
+2% +$121K
VLTO icon
417
Veralto
VLTO
$24.2B
$5.18M 0.01%
50,769
-4,124
-8% -$439K
MSTR icon
418
Strategy Inc
MSTR
$35.1B
$5.14M 0.01%
15,486
+10,397
+204% +$3.13M
PRSU
419
Pursuit Attractions and Hospitality Inc
PRSU
$1.48B
$5.13M 0.01%
127,255
– –
VOT icon
420
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$5.09M 0.01%
19,714
-1,805
-8% -$465K
AFL icon
421
Aflac
AFL
$65.9B
$5.06M 0.01%
48,859
-943
-2% -$103K
CSX icon
422
CSX Corp
CSX
$94.2B
$4.99M 0.01%
154,844
+10,903
+8% +$374K
PFD
423
Flaherty & Crumrine Preferred and Income Fund
PFD
$145M
$4.95M 0.01%
441,364
– –
CULP icon
424
Culp Inc
CULP
$45.1M
$4.9M 0.01%
879,844
– –
CP icon
425
Canadian Pacific Kansas City
CP
$81.4B
$4.77M 0.01%
62,551
+4,123
+7% +$318K
15 16
17
18 19

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
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CIM
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PPFA
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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.