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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKYY icon
701
First Trust Cloud Computing ETF
SKYY
$2.78B
$816K ﹤0.01%
8,395
– –
VSS icon
702
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$813K ﹤0.01%
6,803
+841
+14% +$98.7K
INDA icon
703
iShares MSCI India ETF
INDA
$6.77B
$810K ﹤0.01%
14,302
-475
-3% -$25.2K
RY icon
704
Royal Bank of Canada
RY
$291B
$807K ﹤0.01%
7,394
-378
-5% -$38.9K
UCB
705
United Community Banks
UCB
$4.21B
$806K ﹤0.01%
32,818
– –
CHX
706
DELISTED
ChampionX
CHX
$802K ﹤0.01%
24,766
-443
-2% -$15.1K
MKC icon
707
McCormick & Company Non-Voting
MKC
$13.6B
$802K ﹤0.01%
11,550
+471
+4% +$34.3K
ENPH icon
708
Enphase Energy
ENPH
$5.01B
$802K ﹤0.01%
7,797
-1,671
-18% -$195K
PAR icon
709
PAR Technology
PAR
$682M
$798K ﹤0.01%
17,115
+17,100
+114,000% +$756K
SMH icon
710
VanEck Semiconductor ETF
SMH
$66.1B
$797K ﹤0.01%
2,908
+371
+15% +$87K
DGX icon
711
Quest Diagnostics
DGX
$25.6B
$797K ﹤0.01%
5,736
-2,397
-29% -$328K
BIZD icon
712
VanEck BDC Income ETF
BIZD
$1.6B
$796K ﹤0.01%
46,888
+21,339
+84% +$359K
CCO icon
713
Clear Channel Outdoor Holdings
CCO
$1.23B
$785K ﹤0.01%
500,000
– –
POWI icon
714
Power Integrations
POWI
$3.53B
$784K ﹤0.01%
10,905
-5,105
-32% -$366K
LUCK
715
Lucky Strike Entertainment
LUCK
$963M
$780K ﹤0.01%
54,000
+1,000
+2% +$12.6K
BINC icon
716
BlackRock Flexible Income ETF
BINC
$16.1B
$776K ﹤0.01%
14,845
+2,395
+19% +$125K
CBRE icon
717
CBRE Group
CBRE
$42.1B
$767K ﹤0.01%
8,683
-2,176
-20% -$193K
HPE icon
718
Hewlett Packard
HPE
$63.8B
$764K ﹤0.01%
36,557
+5,453
+18% +$101K
CWAN
719
DELISTED
Clearwater Analytics
CWAN
$757K ﹤0.01%
39,670
+39,205
+8,431% +$707K
REET icon
720
iShares Global REIT ETF
REET
$5.16B
$751K ﹤0.01%
32,192
+24,128
+299% +$552K
GGG icon
721
Graco
GGG
$13B
$744K ﹤0.01%
9,478
-4,886
-34% -$409K
HACK icon
722
Amplify Cybersecurity ETF
HACK
$2.65B
$740K ﹤0.01%
11,343
– –
FDN icon
723
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.92B
$734K ﹤0.01%
3,513
+2,970
+547% +$596K
DVN icon
724
Devon Energy
DVN
$49.8B
$729K ﹤0.01%
15,670
-297
-2% -$14.8K
RGA icon
725
Reinsurance Group of America
RGA
$15.7B
$728K ﹤0.01%
3,537
+156
+5% +$31.2K
27 28
29
30 31

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CWM
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VRS
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FAF
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BGIM
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CIBC Private Wealth Group's Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.