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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
PFF icon
426
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.76M 0.01%
151,251
-5,201
-3% -$170K
TROW icon
427
T. Rowe Price
TROW
$26.1B
$4.73M 0.01%
41,948
-12,393
-23% -$1.44M
HASI icon
428
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$4.71M 0.01%
170,685
+16,587
+11% +$519K
CWEN.A
429
DELISTED
Clearway Energy Class A
CWEN.A
$4.68M 0.01%
192,774
-150,002
-44% -$3.89M
GIS icon
430
General Mills
GIS
$20.1B
$4.68M 0.01%
76,697
-1,550
-2% -$104K
TRV icon
431
Travelers Companies
TRV
$82.9B
$4.67M 0.01%
19,250
-150
-0.8% -$37.4K
GTM
432
ZoomInfo Technologies
GTM
$967M
$4.67M 0.01%
485,910
+152,978
+46% +$1.64M
MINT icon
433
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$4.65M 0.01%
46,314
-1,740
-4% -$175K
KMB icon
434
Kimberly-Clark
KMB
$37.5B
$4.64M 0.01%
36,636
-1,222
-3% -$167K
JEF icon
435
Jefferies Financial Group
JEF
$13.2B
$4.64M 0.01%
57,851
+237
+0.4% +$17K
IVE icon
436
iShares S&P 500 Value ETF
IVE
$49.6B
$4.58M 0.01%
23,948
-1,492
-6% -$296K
PPLI
437
People Inc
PPLI
$3.13B
$4.54M 0.01%
132,743
+83,887
+172% +$3.36M
AMAT icon
438
Applied Materials
AMAT
$378B
$4.5M 0.01%
25,448
+278
+1% +$50.4K
SSB icon
439
SouthState Bank Corp
SSB
$10.3B
$4.49M 0.01%
46,709
+987
+2% +$102K
APD icon
440
Air Products & Chemicals
APD
$65.2B
$4.48M 0.01%
15,712
-1,040
-6% -$327K
SNA icon
441
Snap-on
SNA
$21.7B
$4.47M 0.01%
13,270
-221
-2% -$74.6K
SOLV icon
442
Solventum
SOLV
$14.9B
$4.42M 0.01%
64,115
-478
-0.7% -$33.5K
SHY icon
443
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.39M 0.01%
53,576
-9,198
-15% -$756K
PGR icon
444
Progressive
PGR
$128B
$4.38M 0.01%
17,968
-758
-4% -$191K
MGV icon
445
Vanguard Mega Cap Value ETF
MGV
$13.3B
$4.37M 0.01%
34,854
+29,385
+537% +$3.79M
FERG icon
446
Ferguson
FERG
$45B
$4.32M 0.01%
25,122
+24,175
+2,553% +$4.8M
RPG icon
447
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$4.27M 0.01%
101,925
+5,220
+5% +$217K
EQR icon
448
Equity Residential
EQR
$25.5B
$4.26M 0.01%
63,050
+76
+0.1% +$5.58K
DAR icon
449
Darling Ingredients
DAR
$9.28B
$4.24M 0.01%
126,099
-2,563
-2% -$96.9K
WK icon
450
Workiva
WK
$3.28B
$4.23M 0.01%
38,117
-15,214
-29% -$1.4M
16 17
18
19 20

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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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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.