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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOLV icon
451
Solventum
SOLV
$14.9B
$3.62M 0.01%
+52,420
New +$3.92M
LRCX icon
452
Lam Research
LRCX
$337B
$3.6M 0.01%
36,700
-2,900
-7% -$255K
CCK icon
453
Crown Holdings
CCK
$13.2B
$3.56M 0.01%
44,949
-319,650
-88% -$26.2M
RPG icon
454
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$3.55M 0.01%
96,705
– –
MSI icon
455
Motorola Solutions
MSI
$73.1B
$3.52M 0.01%
9,957
+85
+0.9% +$28K
ORI icon
456
Old Republic International
ORI
$10.8B
$3.49M 0.01%
113,245
+14,507
+15% +$422K
XLF icon
457
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$3.47M 0.01%
82,955
-3,735
-4% -$147K
ACVA icon
458
ACV Auctions
ACVA
$1.43B
$3.39M 0.01%
185,381
-14,089
-7% -$221K
AFL icon
459
Aflac
AFL
$65.9B
$3.38M 0.01%
39,734
+2,001
+5% +$164K
SGOV icon
460
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$3.37M 0.01%
33,575
+24,829
+284% +$2.5M
CTSH icon
461
Cognizant
CTSH
$23.8B
$3.36M 0.01%
46,781
+6,400
+16% +$489K
NUE icon
462
Nucor
NUE
$60.5B
$3.35M 0.01%
16,737
+4,966
+42% +$908K
GILD icon
463
Gilead Sciences
GILD
$167B
$3.3M 0.01%
45,260
-10,698
-19% -$823K
GD icon
464
General Dynamics
GD
$106B
$3.29M 0.01%
11,301
+7
+0.1% +$1.87K
VXUS icon
465
Vanguard Total International Stock ETF
VXUS
$153B
$3.29M 0.01%
54,586
+1,989
+4% +$116K
RPRX icon
466
Royalty Pharma
RPRX
$26.6B
$3.28M 0.01%
109,833
+32
+0% +$943
VOE icon
467
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$3.2M 0.01%
20,675
-1,176
-5% -$173K
LAMR icon
468
Lamar Advertising Co
LAMR
$16.5B
$3.18M 0.01%
27,364
+1,826
+7% +$200K
DFS
469
DELISTED
Discover Financial Services
DFS
$3.14M 0.01%
24,277
-209
-0.9% -$24K
DT icon
470
Dynatrace
DT
$12.7B
$3.14M 0.01%
68,607
+55,722
+432% +$2.9M
TREX icon
471
Trex
TREX
$4.57B
$3.14M 0.01%
32,024
-360
-1% -$32.1K
XLV icon
472
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$3.12M 0.01%
21,327
-1,618
-7% -$232K
RMD icon
473
ResMed
RMD
$30.3B
$3.11M 0.01%
16,418
-1,331
-7% -$244K
PEG icon
474
Public Service Enterprise Group
PEG
$39.3B
$3.1M 0.01%
46,504
+4,028
+9% +$247K
IBIT icon
475
iShares Bitcoin Trust
IBIT
$47.4B
$3.07M 0.01%
+77,216
New +$2.41M
17 18
19
20 21

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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 Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.