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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
HLT icon
651
Hilton Worldwide
HLT
$72.6B
$1.25M ﹤0.01%
5,119
+640
+14% +$157K
RLI icon
652
RLI Corp
RLI
$5.97B
$1.24M ﹤0.01%
16,200
-50,344
-76% -$4.18M
DSI icon
653
iShares MSCI KLD 400 Social ETF
DSI
$5.17B
$1.24M ﹤0.01%
11,153
– –
LULU icon
654
lululemon athletica
LULU
$13.7B
$1.24M ﹤0.01%
3,145
-301
-9% -$98.3K
CLVT icon
655
Clarivate
CLVT
$1.53B
$1.23M ﹤0.01%
241,425
+36,493
+18% +$210K
PODD icon
656
Insulet
PODD
$11.6B
$1.22M ﹤0.01%
4,528
-113
-2% -$28.5K
PRF icon
657
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$1.2M ﹤0.01%
29,663
-460
-2% -$19K
ACWI icon
658
iShares MSCI ACWI ETF
ACWI
$32.5B
$1.2M ﹤0.01%
10,117
-84
-0.8% -$10.1K
MKTX icon
659
MarketAxess Holdings
MKTX
$4.34B
$1.19M ﹤0.01%
5,404
-257
-5% -$67.7K
VMC icon
660
Vulcan Materials
VMC
$37.4B
$1.18M ﹤0.01%
4,627
-413
-8% -$111K
QLD icon
661
ProShares Ultra QQQ
QLD
$12.2B
$1.17M ﹤0.01%
21,338
– –
PAR icon
662
PAR Technology
PAR
$707M
$1.17M ﹤0.01%
17,115
– –
OEF icon
663
iShares S&P 100 ETF
OEF
$19.8B
$1.16M ﹤0.01%
4,015
-275
-6% -$78.7K
AOS icon
664
A.O. Smith
AOS
$8.82B
$1.13M ﹤0.01%
16,463
-3,572
-18% -$271K
GLDM icon
665
SPDR Gold MiniShares Trust
GLDM
$27.4B
$1.13M ﹤0.01%
21,412
+185
+0.9% +$9.76K
TPL icon
666
Texas Pacific Land
TPL
$26.9B
$1.13M ﹤0.01%
2,655
-426
-14% -$174K
ASND icon
667
Ascendis Pharma A/S
ASND
$16.7B
$1.13M ﹤0.01%
8,378
– –
DOW icon
668
Dow Inc
DOW
$20.8B
$1.12M ﹤0.01%
28,805
+5,126
+22% +$239K
DHI icon
669
D.R. Horton
DHI
$42.3B
$1.12M ﹤0.01%
8,002
-257
-3% -$42.9K
PHM icon
670
Pultegroup
PHM
$25.7B
$1.12M ﹤0.01%
10,113
+118
+1% +$15.3K
AMLP icon
671
Alerian MLP ETF
AMLP
$12.9B
$1.11M ﹤0.01%
22,512
+13,719
+156% +$659K
CHD icon
672
Church & Dwight Co
CHD
$23.7B
$1.1M ﹤0.01%
10,680
+736
+7% +$77.6K
J icon
673
Jacobs Solutions
J
$16.6B
$1.1M ﹤0.01%
8,309
+1,780
+27% +$245K
THG icon
674
Hanover Insurance
THG
$7.84B
$1.09M ﹤0.01%
7,163
+65
+0.9% +$10.1K
ZION icon
675
Zions Bancorporation
ZION
$10.1B
$1.08M ﹤0.01%
19,679
+17,990
+1,065% +$986K
25 26
27
28 29

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CWM
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VRS
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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.