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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
EOG icon
451
EOG Resources
EOG
$74.4B
$4.21M 0.01%
32,779
-2,926
-8% -$374K
DFS
452
DELISTED
Discover Financial Services
DFS
$4.2M 0.01%
23,855
+121
+0.5% +$19.9K
DOV icon
453
Dover
DOV
$27.4B
$4.15M 0.01%
22,167
-16
-0.1% -$3.13K
ROL icon
454
Rollins
ROL
$18.8B
$4.14M 0.01%
89,322
-307
-0.3% -$15K
SPSM icon
455
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$4.12M 0.01%
91,452
+7,422
+9% +$345K
AVY icon
456
Avery Dennison
AVY
$12.9B
$4.11M 0.01%
21,890
-290
-1% -$59.2K
UL icon
457
Unilever
UL
$144B
$4.1M 0.01%
64,957
+12,007
+23% +$811K
HYMB icon
458
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$4.08M 0.01%
160,222
-35,707
-18% -$926K
PEG icon
459
Public Service Enterprise Group
PEG
$39.3B
$4.05M 0.01%
47,521
+1,583
+3% +$140K
SLB icon
460
SLB Ltd
SLB
$74.2B
$4.05M 0.01%
104,282
-1,001
-1% -$42K
GILD icon
461
Gilead Sciences
GILD
$167B
$4.03M 0.01%
45,205
+2,983
+7% +$269K
SYY icon
462
Sysco
SYY
$40.7B
$3.96M 0.01%
52,963
-2,329
-4% -$178K
DIA icon
463
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$3.94M 0.01%
9,253
-278
-3% -$120K
IEFA icon
464
iShares Core MSCI EAFE ETF
IEFA
$187B
$3.9M 0.01%
55,002
+6,894
+14% +$509K
CEG icon
465
Constellation Energy
CEG
$92.8B
$3.85M 0.01%
15,804
+332
+2% +$82.8K
PATK icon
466
Patrick Industries
PATK
$2.91B
$3.83M 0.01%
45,915
-2
-0% -$179
GTLB icon
467
GitLab
GTLB
$5.57B
$3.83M 0.01%
62,084
-938
-1% -$54.7K
VOE icon
468
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$3.78M 0.01%
23,343
+632
+3% +$107K
ORI icon
469
Old Republic International
ORI
$10.8B
$3.78M 0.01%
110,011
-231
-0.2% -$8.43K
NVO
470
Novo Nordisk
NVO
$225B
$3.76M 0.01%
43,879
-13,733
-24% -$1.49M
ACVA icon
471
ACV Auctions
ACVA
$1.43B
$3.75M 0.01%
177,199
+17,607
+11% +$356K
PRU icon
472
Prudential Financial
PRU
$43B
$3.72M 0.01%
31,425
-1,499
-5% -$185K
IBIT icon
473
iShares Bitcoin Trust
IBIT
$47.4B
$3.69M 0.01%
69,164
+13,116
+23% +$619K
ALL icon
474
Allstate
ALL
$70.1B
$3.69M 0.01%
19,226
-4,436
-19% -$861K
ALTG icon
475
Alta Equipment Group
ALTG
$207M
$3.67M 0.01%
565,751
-36,425
-6% -$254K
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 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.