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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEN icon
526
Gen Digital
GEN
$16.2B
$2.19M ﹤0.01%
89,074
-17,029
-16% -$390K
VV icon
527
Vanguard Large-Cap ETF
VV
$51.8B
$2.19M ﹤0.01%
8,588
-1,756
-17% -$422K
DRI icon
528
Darden Restaurants
DRI
$23.2B
$2.18M ﹤0.01%
15,022
+255
+2% +$38.8K
WST icon
529
West Pharmaceutical
WST
$23.3B
$2.16M ﹤0.01%
6,756
-2,475
-27% -$875K
ARM icon
530
Arm
ARM
$278B
$2.13M ﹤0.01%
11,544
+11,274
+4,176% +$1.4M
CM icon
531
Canadian Imperial Bank of Commerce
CM
$108B
$2.11M ﹤0.01%
43,786
+4,210
+11% +$204K
PKG icon
532
Packaging Corp of America
PKG
$22.4B
$2.1M ﹤0.01%
11,710
+205
+2% +$37.3K
SPOT icon
533
Spotify
SPOT
$102B
$2.1M ﹤0.01%
6,699
+4,586
+217% +$1.38M
LPLA icon
534
LPL Financial
LPLA
$26.5B
$2.1M ﹤0.01%
7,698
-1,862
-19% -$505K
WRB icon
535
W.R. Berkley
WRB
$28.1B
$2.08M ﹤0.01%
39,195
-669
-2% -$35.8K
OXY icon
536
Occidental Petroleum
OXY
$55.3B
$2.07M ﹤0.01%
34,002
+3,525
+12% +$226K
A icon
537
Agilent Technologies
A
$39B
$2.07M ﹤0.01%
16,433
-186,704
-92% -$26.1M
CBOE icon
538
Cboe Global Markets
CBOE
$30.3B
$2.07M ﹤0.01%
12,267
+5
+0% +$888
PGX icon
539
Invesco Preferred ETF
PGX
$3.8B
$2.07M ﹤0.01%
177,196
-8,591
-5% -$99.3K
KKR icon
540
KKR & Co
KKR
$90.7B
$2.06M ﹤0.01%
19,608
-8,640
-31% -$880K
FLEX icon
541
Flex
FLEX
$40.9B
$2.04M ﹤0.01%
68,926
-16,383
-19% -$490K
BP icon
542
BP
BP
$110B
$2M ﹤0.01%
54,791
+3,224
+6% +$121K
TLT icon
543
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$2M ﹤0.01%
21,576
+1,604
+8% +$146K
ONEQ icon
544
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.1B
$2M ﹤0.01%
27,519
-131
-0.5% -$8.58K
IBIT icon
545
iShares Bitcoin Trust
IBIT
$48.1B
$2M ﹤0.01%
62,084
-15,132
-20% -$565K
PYPL icon
546
PayPal
PYPL
$49.7B
$1.99M ﹤0.01%
33,599
-3,398
-9% -$216K
RPV icon
547
Invesco S&P 500 Pure Value ETF
RPV
$1.65B
$1.97M ﹤0.01%
23,752
+28
+0.1% +$2.37K
ZBH icon
548
Zimmer Biomet
ZBH
$17.9B
$1.96M ﹤0.01%
18,428
-271
-1% -$31.9K
FNDX icon
549
Schwab Fundamental US Large Company Index ETF
FNDX
$26.6B
$1.95M ﹤0.01%
86,871
-4,869
-5% -$107K
ED icon
550
Consolidated Edison
ED
$41.3B
$1.94M ﹤0.01%
21,885
-378
-2% -$35K
20 21
22
23 24

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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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.