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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RUN icon
551
Sunrun
RUN
$2.27B
$1.92M ﹤0.01%
+150,368
New +$2.07M
AAON icon
552
Aaon
AAON
$7.1B
$1.89M ﹤0.01%
21,439
+75
+0.4% +$5.88K
PLTR icon
553
Palantir
PLTR
$296B
$1.88M ﹤0.01%
82,285
-2,865
-3% -$61.1K
BRZE icon
554
Braze
BRZE
$2.88B
$1.87M ﹤0.01%
43,682
-31,925
-42% -$1.72M
LULU icon
555
lululemon athletica
LULU
$13.5B
$1.87M ﹤0.01%
4,852
-1,090
-18% -$504K
GTLS
556
DELISTED
Chart Industries
GTLS
$1.86M ﹤0.01%
11,613
+411
+4% +$55.2K
TLT icon
557
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$1.85M ﹤0.01%
+19,972
New +$1.89M
CELH icon
558
Celsius Holdings
CELH
$7.34B
$1.84M ﹤0.01%
+22,332
New +$1.53M
COO icon
559
Cooper Companies
COO
$14.2B
$1.82M ﹤0.01%
18,332
+2,100
+13% +$203K
AOS icon
560
A.O. Smith
AOS
$8.59B
$1.81M ﹤0.01%
20,342
-104
-0.5% -$8.58K
AVB icon
561
AvalonBay Communities
AVB
$27.4B
$1.8M ﹤0.01%
9,911
-4,705
-32% -$846K
PHO icon
562
Invesco Water Resources ETF
PHO
$2.03B
$1.8M ﹤0.01%
27,250
+4,958
+22% +$308K
MKTX icon
563
MarketAxess Holdings
MKTX
$4.4B
$1.79M ﹤0.01%
8,288
-565
-6% -$133K
ONEQ icon
564
Fidelity Nasdaq Composite Index ETF
ONEQ
$10B
$1.78M ﹤0.01%
27,650
+8,761
+46% +$542K
FICO icon
565
Fair Isaac
FICO
$32B
$1.75M ﹤0.01%
1,392
+363
+35% +$454K
IJT icon
566
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.18B
$1.74M ﹤0.01%
13,367
-40
-0.3% -$4.99K
VRT icon
567
Vertiv
VRT
$90.6B
$1.72M ﹤0.01%
21,340
-49,867
-70% -$3.13M
ROK icon
568
Rockwell Automation
ROK
$51.2B
$1.69M ﹤0.01%
5,947
-378
-6% -$109K
FTV icon
569
Fortive
FTV
$18.6B
$1.67M ﹤0.01%
26,240
-944
-3% -$57.3K
STIP icon
570
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$1.67M ﹤0.01%
+16,819
New +$1.66M
TY icon
571
TRI-Continental Corp
TY
$1.85B
$1.64M ﹤0.01%
+53,470
New +$1.57M
IJJ icon
572
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$1.63M ﹤0.01%
13,932
+185
+1% +$20.8K
ENLT icon
573
Enlight Renewable Energy
ENLT
$11.5B
$1.62M ﹤0.01%
95,950
-404
-0.4% -$7.04K
RTO icon
574
Rentokil
RTO
$14.7B
$1.61M ﹤0.01%
53,965
+8,514
+19% +$236K
USMV icon
575
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$1.6M ﹤0.01%
19,212
-1,306
-6% -$105K
21 22
23
24 25

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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 Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.