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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
VTEB icon
601
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$1.7M ﹤0.01%
34,083
+8,140
+31% +$412K
WBD icon
602
Warner Bros
WBD
$64.2B
$1.66M ﹤0.01%
165,119
+42,015
+34% +$390K
RELY icon
603
Remitly
RELY
$4.91B
$1.65M ﹤0.01%
+71,220
New +$1.31M
LBRDK icon
604
Liberty Broadband Class C
LBRDK
$4.72B
$1.6M ﹤0.01%
20,976
– –
JQUA icon
605
JPMorgan US Quality Factor ETF
JQUA
$8.19B
$1.59M ﹤0.01%
27,694
+50
+0.2% +$2.9K
MET icon
606
MetLife
MET
$62.7B
$1.58M ﹤0.01%
19,022
+988
+5% +$82.2K
ALB icon
607
Albemarle
ALB
$13.3B
$1.57M ﹤0.01%
17,964
-702
-4% -$69.9K
SGI
608
Somnigroup International
SGI
$15.2B
$1.56M ﹤0.01%
28,380
– –
BP icon
609
BP
BP
$107B
$1.56M ﹤0.01%
50,198
-1,871
-4% -$56.2K
REGN icon
610
Regeneron Pharmaceuticals
REGN
$72.9B
$1.55M ﹤0.01%
2,116
-436
-17% -$366K
ROK icon
611
Rockwell Automation
ROK
$52.4B
$1.55M ﹤0.01%
5,537
-320
-5% -$90K
XLP icon
612
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.54M ﹤0.01%
19,899
+1,373
+7% +$111K
IJT icon
613
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$1.53M ﹤0.01%
11,172
-631
-5% -$89.3K
WSM icon
614
Williams-Sonoma
WSM
$27.8B
$1.53M ﹤0.01%
7,839
-844
-10% -$134K
ESGV icon
615
Vanguard ESG US Stock ETF
ESGV
$13B
$1.51M ﹤0.01%
14,348
– –
RHP icon
616
Ryman Hospitality Properties
RHP
$8.58B
$1.51M ﹤0.01%
14,691
+9,033
+160% +$1.01M
CTVA icon
617
Corteva
CTVA
$59.5B
$1.49M ﹤0.01%
26,073
+4,137
+19% +$245K
PHYS icon
618
Sprott Physical Gold
PHYS
$14.5B
$1.47M ﹤0.01%
71,909
-9,798
-12% -$201K
AIG icon
619
American International
AIG
$42.9B
$1.47M ﹤0.01%
20,511
+2,836
+16% +$213K
VBR icon
620
Vanguard Small-Cap Value ETF
VBR
$37.7B
$1.46M ﹤0.01%
7,366
-546
-7% -$112K
DAL icon
621
Delta Air Lines
DAL
$58.8B
$1.46M ﹤0.01%
23,738
+688
+3% +$40.6K
SOXL icon
622
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$16B
$1.45M ﹤0.01%
48,111
+5,000
+12% +$159K
FCX icon
623
Freeport-McMoran
FCX
$88.6B
$1.45M ﹤0.01%
36,514
+309
+0.9% +$13.8K
CEF icon
624
Sprott Physical Gold and Silver Trust
CEF
$7.35B
$1.45M ﹤0.01%
58,485
– –
MOAT icon
625
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$1.45M ﹤0.01%
15,638
-835
-5% -$80.4K
23 24
25
26 27

Similar funds

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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.