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
CHTR icon
576
Charter Communications
CHTR
$16.6B
$1.91M ﹤0.01%
5,475
+3,486
+175% +$1.26M
USMV icon
577
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$1.89M ﹤0.01%
21,225
-1,425
-6% -$131K
PHO icon
578
Invesco Water Resources ETF
PHO
$2.03B
$1.88M ﹤0.01%
28,710
+6
+0% +$418
MORN icon
579
Morningstar
MORN
$7.6B
$1.88M ﹤0.01%
5,819
-66
-1% -$22.5K
NTRA icon
580
Natera
NTRA
$36B
$1.88M ﹤0.01%
10,618
-4,737
-31% -$690K
IWY icon
581
iShares Russell Top 200 Growth ETF
IWY
$15.4B
$1.87M ﹤0.01%
7,904
+1,226
+18% +$281K
IJJ icon
582
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
$1.87M ﹤0.01%
14,919
+533
+4% +$68K
VT icon
583
Vanguard Total World Stock ETF
VT
$75.8B
$1.86M ﹤0.01%
15,786
+68
+0.4% +$8.16K
ATR icon
584
AptarGroup
ATR
$8.6B
$1.86M ﹤0.01%
12,043
-557
-4% -$93K
ICF icon
585
iShares Select U.S. REIT ETF
ICF
$2.12B
$1.85M ﹤0.01%
31,200
+27,932
+855% +$1.78M
IBB icon
586
iShares Biotechnology ETF
IBB
$9.5B
$1.84M ﹤0.01%
13,628
+375
+3% +$52.7K
NOBL icon
587
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$1.83M ﹤0.01%
37,078
+3,796
+11% +$200K
QBTS icon
588
D-Wave Quantum Inc. Common Stock
QBTS
$6.24B
$1.83M ﹤0.01%
300,100
-1,199,900
-80% -$3.59M
ZBH icon
589
Zimmer Biomet
ZBH
$18.7B
$1.83M ﹤0.01%
18,018
-711
-4% -$76.3K
DD icon
590
DuPont de Nemours
DD
$18.6B
$1.81M ﹤0.01%
19,364
+9,544
+97% +$993K
PGX icon
591
Invesco Preferred ETF
PGX
$3.8B
$1.8M ﹤0.01%
156,234
-20,664
-12% -$249K
XBI icon
592
State Street SPDR S&P Biotech ETF
XBI
$10B
$1.8M ﹤0.01%
19,456
+5,117
+36% +$496K
MANH icon
593
Manhattan Associates
MANH
$12.5B
$1.8M ﹤0.01%
6,591
-65
-1% -$18.5K
CLX icon
594
Clorox
CLX
$11.9B
$1.79M ﹤0.01%
11,163
-359
-3% -$58.7K
TLT icon
595
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$1.77M ﹤0.01%
20,597
-11,097
-35% -$1.02M
LNW
596
DELISTED
Light & Wonder
LNW
$1.76M ﹤0.01%
20,528
+10,647
+108% +$998K
VV icon
597
Vanguard Large-Cap ETF
VV
$51.7B
$1.73M ﹤0.01%
6,364
+500
+9% +$135K
TY icon
598
TRI-Continental Corp
TY
$1.86B
$1.73M ﹤0.01%
54,470
– –
QSR icon
599
Restaurant Brands International
QSR
$26.1B
$1.73M ﹤0.01%
27,621
+15,039
+120% +$1.04M
BSX icon
600
Boston Scientific
BSX
$67B
$1.72M ﹤0.01%
17,945
-89
-0.5% -$7.83K
22 23
24
25 26

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.