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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDSN icon
676
Nordson
NDSN
$16.6B
$1.01M ﹤0.01%
3,700
+70
+2% +$18.2K
APO icon
677
Apollo Global Management
APO
$70.3B
$1M ﹤0.01%
8,906
+6,201
+229% +$654K
BSX icon
678
Boston Scientific
BSX
$68.9B
$1M ﹤0.01%
14,686
-137
-0.9% -$8.81K
AVDL
679
DELISTED
Avadel Pharmaceuticals
AVDL
$982K ﹤0.01%
58,934
-4,695
-7% -$69.9K
EG icon
680
Everest Group
EG
$15.6B
$963K ﹤0.01%
2,420
-11
-0.5% -$4.12K
J icon
681
Jacobs Solutions
J
$16.3B
$963K ﹤0.01%
7,699
+40
+0.5% +$4.69K
CALY
682
Callaway Golf Company
CALY
$3.36B
$955K ﹤0.01%
58,013
-32
-0.1% -$455
GLDM icon
683
SPDR Gold MiniShares Trust
GLDM
$27.9B
$955K ﹤0.01%
21,440
-897
-4% -$36.9K
LNW
684
DELISTED
Light & Wonder
LNW
$952K ﹤0.01%
9,418
-737
-7% -$66.6K
EIX icon
685
Edison International
EIX
$30.5B
$951K ﹤0.01%
13,495
-379
-3% -$25.9K
QLD icon
686
ProShares Ultra QQQ
QLD
$12.3B
$938K ﹤0.01%
21,338
+2
+0% +$82
DBRG icon
687
DigitalBridge
DBRG
$2.93B
$927K ﹤0.01%
47,874
+111
+0.2% +$2.09K
EPAM icon
688
EPAM Systems
EPAM
$5.64B
$921K ﹤0.01%
3,385
-749
-18% -$220K
VTIP icon
689
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$921K ﹤0.01%
+19,277
New +$918K
LOPE icon
690
Grand Canyon Education
LOPE
$4.18B
$919K ﹤0.01%
6,688
-117
-2% -$15.3K
PODD icon
691
Insulet
PODD
$11.8B
$917K ﹤0.01%
5,452
-55
-1% -$10.3K
SCZ icon
692
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$900K ﹤0.01%
14,275
-497
-3% -$30.4K
IMCB icon
693
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
$897K ﹤0.01%
12,400
– –
CHX
694
DELISTED
ChampionX
CHX
$892K ﹤0.01%
25,209
-2,320
-8% -$69.4K
WEX icon
695
WEX
WEX
$6.48B
$892K ﹤0.01%
3,760
-11
-0.3% -$2.37K
ILMN icon
696
Illumina
ILMN
$29.6B
$889K ﹤0.01%
6,882
+3,383
+97% +$453K
GSY icon
697
Invesco Ultra Short Duration ETF
GSY
$3.86B
$881K ﹤0.01%
17,655
-750
-4% -$37.4K
DECK icon
698
Deckers Outdoor
DECK
$14.3B
$880K ﹤0.01%
5,676
+6
+0.1% +$832
PSQH icon
699
PSQ Holdings
PSQH
$12.1M
$875K ﹤0.01%
11,883
– –
DD icon
700
DuPont de Nemours
DD
$18.9B
$873K ﹤0.01%
9,006
-3,402
-27% -$303K
26 27
28
29 30

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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
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
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PPFA
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CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.