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
WRB icon
526
W.R. Berkley
WRB
$28.3B
$2.55M ﹤0.01%
43,860
+688
+2% +$41.2K
PWR icon
527
Quanta Services
PWR
$88.3B
$2.51M ﹤0.01%
8,045
+260
+3% +$83.6K
TLN
528
Talen Energy Corp
TLN
$15.6B
$2.51M ﹤0.01%
11,643
+11,595
+24,156% +$2.26M
LAMR icon
529
Lamar Advertising Co
LAMR
$16.5B
$2.51M ﹤0.01%
20,870
-2,866
-12% -$375K
VRTX icon
530
Vertex Pharmaceuticals
VRTX
$124B
$2.49M ﹤0.01%
6,054
-424
-7% -$197K
HGV icon
531
Hilton Grand Vacations
HGV
$4.14B
$2.48M ﹤0.01%
64,693
+3,576
+6% +$141K
KLAC icon
532
KLA
KLAC
$249B
$2.48M ﹤0.01%
36,070
+4,620
+15% +$312K
XIFR
533
XPLR Infrastructure LP
XIFR
$1.11B
$2.46M ﹤0.01%
134,450
-230,469
-63% -$4.6M
KGS icon
534
Kodiak Gas Services
KGS
$5.7B
$2.45M ﹤0.01%
58,727
-750
-1% -$27.1K
OKLO
535
Oklo
OKLO
$6.89B
$2.43M ﹤0.01%
93,016
+92,520
+18,653% +$1.79M
COO icon
536
Cooper Companies
COO
$14.1B
$2.35M ﹤0.01%
25,627
+5,589
+28% +$569K
OI icon
537
O-I Glass
OI
$1.39B
$2.34M ﹤0.01%
224,378
-87,182
-28% -$1.06M
GPC icon
538
Genuine Parts
GPC
$17.9B
$2.34M ﹤0.01%
20,078
-10,529
-34% -$1.31M
GBTC icon
539
Grayscale Bitcoin Trust
GBTC
$9.59B
$2.33M ﹤0.01%
31,340
-16,805
-35% -$1.11M
IJK icon
540
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$2.32M ﹤0.01%
25,185
-737
-3% -$69.4K
GEN icon
541
Gen Digital
GEN
$16.5B
$2.31M ﹤0.01%
85,308
-5,715
-6% -$164K
WFC.PRL icon
542
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.69B
$2.3M ﹤0.01%
1,940
– –
HTGC icon
543
Hercules Capital
HTGC
$3.04B
$2.29M ﹤0.01%
114,678
+187
+0.2% +$3.65K
CERT icon
544
Certara
CERT
$1.23B
$2.28M ﹤0.01%
+206,717
New +$2.25M
FNDX icon
545
Schwab Fundamental US Large Company Index ETF
FNDX
$26.8B
$2.26M ﹤0.01%
95,032
+3,100
+3% +$75.2K
WST icon
546
West Pharmaceutical
WST
$23.7B
$2.25M ﹤0.01%
6,664
-112
-2% -$35.2K
IEMG icon
547
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$2.23M ﹤0.01%
42,881
+154
+0.4% +$8.53K
EXR icon
548
Extra Space Storage
EXR
$32.2B
$2.23M ﹤0.01%
15,078
+1,160
+8% +$190K
CBOE icon
549
Cboe Global Markets
CBOE
$31.1B
$2.21M ﹤0.01%
11,447
-943
-8% -$194K
ANSS
550
DELISTED
Ansys
ANSS
$2.21M ﹤0.01%
6,421
-60,164
-90% -$20.2M
20 21
22
23 24

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.