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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
OMC icon
676
Omnicom Group
OMC
$23.6B
$1.08M ﹤0.01%
12,803
-1,160
-8% -$115K
K
677
DELISTED
Kellanova
K
$1.08M ﹤0.01%
13,210
+8,404
+175% +$679K
REET icon
678
iShares Global REIT ETF
REET
$5.14B
$1.08M ﹤0.01%
45,351
+4,746
+12% +$121K
AZEK
679
DELISTED
The AZEK Co
AZEK
$1.07M ﹤0.01%
23,212
-2,597
-10% -$124K
WTFC icon
680
Wintrust Financial
WTFC
$10.8B
$1.07M ﹤0.01%
8,361
-2,950
-26% -$364K
HYS icon
681
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$1.07M ﹤0.01%
11,369
+606
+6% +$57.3K
ALSN icon
682
Allison Transmission
ALSN
$9.67B
$1.07M ﹤0.01%
9,684
– –
BINC icon
683
BlackRock Flexible Income ETF
BINC
$16.1B
$1.06M ﹤0.01%
20,360
+3,846
+23% +$203K
CBRE icon
684
CBRE Group
CBRE
$44B
$1.06M ﹤0.01%
8,141
-595
-7% -$77.9K
ITOT icon
685
iShares Core S&P Total US Stock Market ETF
ITOT
$92.9B
$1.05M ﹤0.01%
8,110
+4,392
+118% +$569K
FSLR icon
686
First Solar
FSLR
$21.6B
$1.05M ﹤0.01%
5,479
-423
-7% -$84.2K
COCO icon
687
Vita Coco
COCO
$3.85B
$1.05M ﹤0.01%
30,784
– –
SPHQ icon
688
Invesco S&P 500 Quality ETF
SPHQ
$19.2B
$1.04M ﹤0.01%
15,424
+1,647
+12% +$112K
SKYY icon
689
First Trust Cloud Computing ETF
SKYY
$2.84B
$1.03M ﹤0.01%
8,549
+154
+2% +$17.7K
SCHF icon
690
Schwab International Equity ETF
SCHF
$64.9B
$1.03M ﹤0.01%
55,023
-1,293
-2% -$25.2K
A icon
691
Agilent Technologies
A
$39.4B
$1.02M ﹤0.01%
7,479
+87
+1% +$11.9K
UCB
692
United Community Banks
UCB
$4.25B
$1.02M ﹤0.01%
32,818
– –
DECK icon
693
Deckers Outdoor
DECK
$13.9B
$1.02M ﹤0.01%
4,896
+90
+2% +$16.3K
WOLF icon
694
Wolfspeed
WOLF
$1.06B
$1.01M ﹤0.01%
170,753
+83,939
+97% +$856K
FELE icon
695
Franklin Electric
FELE
$4.78B
$991K ﹤0.01%
10,433
+10
+0.1% +$1.04K
JVAL icon
696
JPMorgan US Value Factor ETF
JVAL
$832M
$987K ﹤0.01%
22,743
+40
+0.2% +$1.77K
UUUU icon
697
Energy Fuels
UUUU
$2.75B
$976K ﹤0.01%
180,719
+14,700
+9% +$90.9K
BILL icon
698
BILL Holdings
BILL
$4.7B
$975K ﹤0.01%
11,818
-29,829
-72% -$2.22M
LEN icon
699
Lennar Class A
LEN
$20.7B
$973K ﹤0.01%
7,527
-822
-10% -$134K
SPMD icon
700
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$969K ﹤0.01%
17,575
+1,220
+7% +$68.7K
26 27
28
29 30

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Comerica Bank
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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
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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.