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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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$968B
$401M 0.73%
740,112
+19,659
+3% +$10.6M
CME icon
27
CME Group
CME
$92.2B
$395M 0.72%
1,722,095
-62,699
-4% -$14.4M
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$122B
$383M 0.69%
3,787,352
+118,448
+3% +$11.7M
ADBE icon
29
Adobe
ADBE
$89.5B
$378M 0.68%
900,294
-17,122
-2% -$8.48M
DHR icon
30
Danaher
DHR
$135B
$375M 0.68%
1,575,076
-52,526
-3% -$12.9M
RTX icon
31
RTX Corp
RTX
$287B
$375M 0.68%
3,234,563
-64,002
-2% -$7.73M
TJX icon
32
TJX Companies
TJX
$170B
$369M 0.67%
3,035,844
-75,457
-2% -$9.01M
UNP icon
33
Union Pacific
UNP
$183B
$363M 0.66%
1,567,936
-53,651
-3% -$12.7M
ICE icon
34
Intercontinental Exchange
ICE
$82.4B
$353M 0.64%
2,405,596
-69,534
-3% -$11M
DIS icon
35
Walt Disney
DIS
$165B
$352M 0.64%
3,204,881
-124,901
-4% -$13.1M
MA icon
36
Mastercard
MA
$477B
$349M 0.63%
674,905
-26,077
-4% -$13.5M
LIN icon
37
Linde
LIN
$237B
$346M 0.63%
823,220
-18,991
-2% -$8.65M
VO icon
38
Vanguard Mid-Cap ETF
VO
$106B
$340M 0.62%
5,104,696
+149,372
+3% +$10.1M
TEL icon
39
TE Connectivity
TEL
$58.8B
$339M 0.61%
2,357,118
-56,983
-2% -$8.49M
JKHY icon
40
Jack Henry & Associates
JKHY
$10.7B
$337M 0.61%
1,941,924
+664
+0% +$119K
ARES icon
41
Ares Management
ARES
$28.5B
$337M 0.61%
1,846,243
-18,362
-1% -$3.13M
VB icon
42
Vanguard Small-Cap ETF
VB
$79.5B
$335M 0.61%
1,384,485
-75,246
-5% -$18.5M
PEP icon
43
PepsiCo
PEP
$186B
$335M 0.61%
2,285,181
-84,017
-4% -$13.8M
TMO icon
44
Thermo Fisher Scientific
TMO
$211B
$328M 0.6%
602,729
-18,187
-3% -$10M
MCD icon
45
McDonald's
MCD
$188B
$324M 0.59%
1,130,160
-28,416
-2% -$8.47M
ROP icon
46
Roper Technologies
ROP
$36.3B
$317M 0.57%
620,396
-18,294
-3% -$10M
EPD icon
47
Enterprise Products Partners
EPD
$83.8B
$308M 0.56%
9,507,036
-47,772
-0.5% -$1.47M
AMT icon
48
American Tower
AMT
$77.7B
$300M 0.54%
1,676,210
-101,795
-6% -$21.1M
WDAY icon
49
Workday
WDAY
$33.4B
$295M 0.54%
1,158,549
+745,435
+180% +$190M
LNG icon
50
Cheniere Energy
LNG
$56.5B
$286M 0.52%
1,271,644
-165,562
-12% -$33.6M
1
2
3 4 5

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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.