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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
XLV icon
501
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$2.96M 0.01%
21,066
+1,219
+6% +$178K
RPRX icon
502
Royalty Pharma
RPRX
$26.6B
$2.88M 0.01%
109,800
– –
POST icon
503
Post Holdings
POST
$4.27B
$2.87M 0.01%
26,721
+7,423
+38% +$846K
RTO icon
504
Rentokil
RTO
$14.5B
$2.86M 0.01%
118,689
+10,923
+10% +$277K
ETSY icon
505
Etsy
ETSY
$8.21B
$2.8M 0.01%
52,444
+50,257
+2,298% +$2.68M
YOU icon
506
Clear Secure
YOU
$5.43B
$2.79M 0.01%
102,796
-20,615
-17% -$623K
TT icon
507
Trane Technologies
TT
$104B
$2.78M 0.01%
7,209
-266
-4% -$106K
VXUS icon
508
Vanguard Total International Stock ETF
VXUS
$153B
$2.76M 0.01%
46,570
-7,970
-15% -$494K
HLF icon
509
Herbalife
HLF
$1.3B
$2.74M 0.01%
413,065
+87,337
+27% +$649K
SCHB icon
510
Schwab US Broad Market ETF
SCHB
$42.9B
$2.73M 0.01%
119,609
-8,038
-6% -$184K
KR icon
511
Kroger
KR
$36.3B
$2.71M ﹤0.01%
45,969
+186
+0.4% +$10.9K
HSY icon
512
Hershey
HSY
$37.2B
$2.69M ﹤0.01%
16,557
-434
-3% -$77.8K
LPLA icon
513
LPL Financial
LPLA
$27.4B
$2.68M ﹤0.01%
8,025
-4,977
-38% -$1.47M
STZ icon
514
Constellation Brands
STZ
$22.5B
$2.66M ﹤0.01%
12,150
-2,214
-15% -$526K
OXY icon
515
Occidental Petroleum
OXY
$53.6B
$2.64M ﹤0.01%
51,542
+729
+1% +$36.8K
RJF icon
516
Raymond James Financial
RJF
$34B
$2.62M ﹤0.01%
16,455
+1,000
+6% +$151K
CM icon
517
Canadian Imperial Bank of Commerce
CM
$109B
$2.62M ﹤0.01%
41,568
-1,712
-4% -$109K
VRSK icon
518
Verisk Analytics
VRSK
$27.8B
$2.62M ﹤0.01%
9,337
-271
-3% -$75.4K
GLW icon
519
Corning
GLW
$108B
$2.6M ﹤0.01%
54,536
-7,449
-12% -$353K
LH icon
520
Labcorp
LH
$25.8B
$2.6M ﹤0.01%
11,094
-160
-1% -$36.7K
UBER icon
521
Uber
UBER
$144B
$2.6M ﹤0.01%
40,034
-7,062
-15% -$504K
AAON icon
522
Aaon
AAON
$7.68B
$2.6M ﹤0.01%
21,602
+203
+0.9% +$24.9K
XLY icon
523
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$2.59M ﹤0.01%
23,230
+1,414
+6% +$151K
GTLS
524
DELISTED
Chart Industries
GTLS
$2.56M ﹤0.01%
12,701
-251
-2% -$40.3K
CRL icon
525
Charles River Laboratories
CRL
$11.6B
$2.56M ﹤0.01%
13,597
-139,870
-91% -$26.9M
19 20
21
22 23

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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.