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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
FBTC icon
551
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$2.19M ﹤0.01%
26,688
+9,595
+56% +$696K
BSM icon
552
Black Stone Minerals
BSM
$3.14B
$2.19M ﹤0.01%
149,470
-74,520
-33% -$1.11M
WPM icon
553
Wheaton Precious Metals
WPM
$49.8B
$2.17M ﹤0.01%
37,599
-318
-0.8% -$19.7K
XLE icon
554
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$2.17M ﹤0.01%
49,254
-4,134
-8% -$188K
RPV icon
555
Invesco S&P 500 Pure Value ETF
RPV
$1.68B
$2.15M ﹤0.01%
23,815
+31
+0.1% +$2.84K
WTW icon
556
Willis Towers Watson
WTW
$29.9B
$2.14M ﹤0.01%
6,809
-348
-5% -$107K
SNPS icon
557
Synopsys
SNPS
$73.5B
$2.12M ﹤0.01%
4,221
-213
-5% -$111K
SLV icon
558
iShares Silver Trust
SLV
$27.6B
$2.1M ﹤0.01%
76,753
+4,440
+6% +$127K
TREX icon
559
Trex
TREX
$4.57B
$2.08M ﹤0.01%
31,521
-322
-1% -$22.7K
ONEQ icon
560
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$2.07M ﹤0.01%
26,987
+2
+0% +$150
CWAN
561
DELISTED
Clearwater Analytics
CWAN
$2.05M ﹤0.01%
75,155
+11,450
+18% +$325K
NXPI icon
562
NXP Semiconductors
NXPI
$65.4B
$2.01M ﹤0.01%
9,595
+1,957
+26% +$445K
RCL icon
563
Royal Caribbean
RCL
$86.5B
$2.01M ﹤0.01%
8,848
+692
+8% +$153K
KDP icon
564
Keurig Dr Pepper
KDP
$42.3B
$2.01M ﹤0.01%
64,506
+6,659
+12% +$225K
KMX icon
565
CarMax
KMX
$8.36B
$2M ﹤0.01%
24,360
-66
-0.3% -$5.18K
CNQ icon
566
Canadian Natural Resources
CNQ
$92.2B
$1.99M ﹤0.01%
61,038
+17,883
+41% +$602K
PPG icon
567
PPG Industries
PPG
$26.5B
$1.99M ﹤0.01%
17,196
-6,871
-29% -$859K
RY icon
568
Royal Bank of Canada
RY
$295B
$1.98M ﹤0.01%
16,295
+9,627
+144% +$1.19M
FCPT icon
569
Four Corners Property Trust
FCPT
$2.85B
$1.98M ﹤0.01%
73,680
-52,056
-41% -$1.48M
GEL icon
570
Genesis Energy
GEL
$1.81B
$1.97M ﹤0.01%
190,342
+187,042
+5,668% +$2.21M
PKG icon
571
Packaging Corp of America
PKG
$22.6B
$1.97M ﹤0.01%
8,606
-1,197
-12% -$277K
DCI icon
572
Donaldson
DCI
$11.1B
$1.96M ﹤0.01%
28,887
+7,894
+38% +$582K
WY icon
573
Weyerhaeuser
WY
$17.7B
$1.95M ﹤0.01%
70,592
-467
-0.7% -$14.6K
KRP icon
574
Kimbell Royalty Partners
KRP
$1.43B
$1.95M ﹤0.01%
+126,400
New +$2.03M
NUE icon
575
Nucor
NUE
$60.5B
$1.92M ﹤0.01%
16,218
+287
+2% +$41.3K
21 22
23
24 25

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Comerica Bank
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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
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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.