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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
NTRS icon
626
Northern Trust
NTRS
$22B
$1.44M ﹤0.01%
14,118
+243
+2% +$24.8K
GDX icon
627
VanEck Gold Miners ETF
GDX
$22.2B
$1.44M ﹤0.01%
40,109
+3,490
+10% +$134K
ZETA icon
628
Zeta Global
ZETA
$5.54B
$1.44M ﹤0.01%
77,755
-5,287,564
-99% -$134M
CAVA icon
629
CAVA Group
CAVA
$7.64B
$1.44M ﹤0.01%
12,538
-2,954
-19% -$394K
COIN icon
630
Coinbase
COIN
$43.8B
$1.43M ﹤0.01%
5,512
+3,131
+131% +$795K
DGRO icon
631
iShares Core Dividend Growth ETF
DGRO
$43.2B
$1.43M ﹤0.01%
23,343
+3,591
+18% +$227K
HPQ icon
632
HP
HPQ
$26.2B
$1.42M ﹤0.01%
42,600
-797
-2% -$28.7K
O icon
633
Realty Income
O
$61.4B
$1.42M ﹤0.01%
27,042
+1,232
+5% +$71.7K
MU icon
634
Micron Technology
MU
$903B
$1.41M ﹤0.01%
14,178
+4,264
+43% +$434K
EFX icon
635
Equifax
EFX
$22.1B
$1.39M ﹤0.01%
5,622
-88,219
-94% -$23.6M
FTV icon
636
Fortive
FTV
$18.5B
$1.38M ﹤0.01%
23,935
-1,565
-6% -$89.8K
ETHE
637
Grayscale Ethereum Staking ETF Shares
ETHE
$1.54B
$1.36M ﹤0.01%
49,486
-10,010
-17% -$259K
XLI icon
638
State Street Industrial Select Sector SPDR ETF
XLI
$32.7B
$1.36M ﹤0.01%
10,232
+919
+10% +$127K
AXSM icon
639
Axsome Therapeutics
AXSM
$11.9B
$1.34M ﹤0.01%
16,214
– –
SCHA icon
640
Schwab U.S Small- Cap ETF
SCHA
$22B
$1.34M ﹤0.01%
51,550
-3,222
-6% -$85.7K
BLFS icon
641
BioLife Solutions
BLFS
$1.56B
$1.33M ﹤0.01%
48,168
-3,800
-7% -$94.6K
SPLV icon
642
Invesco S&P 500 Low Volatility ETF
SPLV
$7.29B
$1.33M ﹤0.01%
19,130
-764
-4% -$55.1K
IJS icon
643
iShares S&P Small-Cap 600 Value ETF
IJS
$8.16B
$1.33M ﹤0.01%
12,308
+108
+0.9% +$12K
RHI icon
644
Robert Half
RHI
$4.15B
$1.31M ﹤0.01%
19,472
-1,644
-8% -$117K
ITA icon
645
iShares US Aerospace & Defense ETF
ITA
$14.2B
$1.31M ﹤0.01%
8,945
+866
+11% +$130K
ON icon
646
ON Semiconductor
ON
$31.9B
$1.3M ﹤0.01%
22,369
+378
+2% +$26K
ESI icon
647
Element Solutions
ESI
$8.54B
$1.3M ﹤0.01%
51,183
-4,994
-9% -$135K
KBE icon
648
State Street SPDR S&P Bank ETF
KBE
$1.65B
$1.29M ﹤0.01%
23,382
+20,859
+827% +$1.19M
MOD icon
649
Modine Manufacturing
MOD
$10.1B
$1.26M ﹤0.01%
10,422
+9,654
+1,257% +$1.24M
SNOW icon
650
Snowflake
SNOW
$97.9B
$1.25M ﹤0.01%
7,787
+526
+7% +$74.1K
24 25
26
27 28

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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 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.