We are live on ! Find out more
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
WAB icon
476
Wabtec
WAB
$49.3B
$3.67M 0.01%
19,194
-524
-3% -$101K
C icon
477
Citigroup
C
$213B
$3.59M 0.01%
49,019
+20,918
+74% +$1.41M
CTSH icon
478
Cognizant
CTSH
$26.5B
$3.59M 0.01%
47,236
-1,478
-3% -$116K
CVS icon
479
CVS Health
CVS
$135B
$3.58M 0.01%
77,829
-7,750
-9% -$435K
VHT icon
480
Vanguard Health Care ETF
VHT
$18.5B
$3.51M 0.01%
13,526
+2,972
+28% +$801K
YUMC icon
481
Yum China
YUMC
$15.7B
$3.5M 0.01%
80,297
-2,669
-3% -$127K
ESTC icon
482
Elastic
ESTC
$6.7B
$3.46M 0.01%
35,313
-579
-2% -$53.5K
PXH icon
483
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$3.44M 0.01%
169,611
+165,558
+4,085% +$3.53M
CCK icon
484
Crown Holdings
CCK
$13B
$3.35M 0.01%
41,872
+8,937
+27% +$813K
W icon
485
Wayfair
W
$11.8B
$3.35M 0.01%
73,888
-1,169
-2% -$55.1K
KKR icon
486
KKR & Co
KKR
$89.1B
$3.31M 0.01%
22,331
+2,775
+14% +$407K
RMD icon
487
ResMed
RMD
$31.1B
$3.3M 0.01%
13,977
-56
-0.4% -$13.5K
MGK icon
488
Vanguard Mega Cap Growth ETF
MGK
$31.3B
$3.29M 0.01%
47,550
+7,560
+19% +$509K
SCHG icon
489
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$3.24M 0.01%
115,032
+16,392
+17% +$448K
PAYC icon
490
Paycom
PAYC
$7.88B
$3.14M 0.01%
15,742
-261
-2% -$53.2K
DRI icon
491
Darden Restaurants
DRI
$24.3B
$3.13M 0.01%
17,019
+1,496
+10% +$251K
COF icon
492
Capital One
COF
$128B
$3.08M 0.01%
17,108
+174
+1% +$30.1K
TNL icon
493
Travel + Leisure Co
TNL
$4.76B
$3.08M 0.01%
60,392
-1,627
-3% -$82.5K
NOC icon
494
Northrop Grumman
NOC
$76B
$3.06M 0.01%
6,631
+112
+2% +$56.3K
GM icon
495
General Motors
GM
$80.9B
$3.05M 0.01%
59,845
-90
-0.2% -$4.71K
SPG icon
496
Simon Property Group
SPG
$76.4B
$3.04M 0.01%
17,410
+13,206
+314% +$2.32M
SCHX icon
497
Schwab US Large- Cap ETF
SCHX
$70.3B
$3.02M 0.01%
129,483
-13,074
-9% -$305K
VST icon
498
Vistra
VST
$48.2B
$3.01M 0.01%
18,732
+8,039
+75% +$1.12M
PYPL icon
499
PayPal
PYPL
$50.3B
$3.01M 0.01%
34,181
+1,944
+6% +$163K
TWLO icon
500
Twilio
TWLO
$28.6B
$2.98M 0.01%
26,799
+25,397
+1,811% +$2.32M
18 19
20
21 22

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.