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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
RIO icon
701
Rio Tinto
RIO
$151B
$967K ﹤0.01%
16,491
+5,918
+56% +$378K
BALL icon
702
Ball Corp
BALL
$17.4B
$958K ﹤0.01%
17,919
-5,621
-24% -$344K
BITB icon
703
Bitwise Bitcoin ETF
BITB
$2.46B
$957K ﹤0.01%
18,733
-700
-4% -$31.6K
STT icon
704
State Street
STT
$49.3B
$954K ﹤0.01%
9,758
+446
+5% +$42.2K
FNDA icon
705
Schwab Fundamental US Small Company Index ETF
FNDA
$9.17B
$940K ﹤0.01%
31,679
+12,501
+65% +$382K
KD icon
706
Kyndryl
KD
$3B
$939K ﹤0.01%
24,891
+1,221
+5% +$35.5K
ES icon
707
Eversource Energy
ES
$28.3B
$937K ﹤0.01%
16,526
+111
+0.7% +$6.92K
CNO icon
708
CNO Financial Group
CNO
$4.98B
$937K ﹤0.01%
25,231
-6,465
-20% -$240K
XYZ
709
Block Inc
XYZ
$48.9B
$926K ﹤0.01%
10,679
-415
-4% -$34K
TFI icon
710
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$916K ﹤0.01%
20,120
-489
-2% -$22.6K
EG icon
711
Everest Group
EG
$15.8B
$915K ﹤0.01%
2,483
-135
-5% -$50.6K
EIX icon
712
Edison International
EIX
$30.7B
$912K ﹤0.01%
13,126
+722
+6% +$60.4K
IYY icon
713
iShares Dow Jones US ETF
IYY
$2.92B
$906K ﹤0.01%
6,290
+8
+0.1% +$1.15K
TWST icon
714
Twist Bioscience
TWST
$5.33B
$904K ﹤0.01%
20,027
– –
QUAL icon
715
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$903K ﹤0.01%
5,047
+462
+10% +$83.9K
FTNT icon
716
Fortinet
FTNT
$107B
$902K ﹤0.01%
9,390
+116
+1% +$10.3K
BECN
717
DELISTED
Beacon Roofing Supply, Inc.
BECN
$897K ﹤0.01%
8,654
-2,441
-22% -$246K
LDOS icon
718
Leidos
LDOS
$14.6B
$892K ﹤0.01%
6,123
-380
-6% -$63.2K
IWX icon
719
iShares Russell Top 200 Value ETF
IWX
$3.95B
$890K ﹤0.01%
11,183
+1,882
+20% +$154K
GRMN
720
Garmin
GRMN
$57.3B
$889K ﹤0.01%
4,204
-167
-4% -$32.8K
SMH icon
721
VanEck Semiconductor ETF
SMH
$61.9B
$888K ﹤0.01%
3,521
+145
+4% +$36K
VDE icon
722
Vanguard Energy ETF
VDE
$9.96B
$885K ﹤0.01%
7,109
+5,685
+399% +$724K
SOFI icon
723
SoFi Technologies
SOFI
$19.3B
$881K ﹤0.01%
60,534
+685
+1% +$8.9K
FLEX icon
724
Flex
FLEX
$39B
$876K ﹤0.01%
21,331
-40,350
-65% -$1.49M
BKR icon
725
Baker Hughes
BKR
$59.5B
$870K ﹤0.01%
20,024
-10,778
-35% -$435K
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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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.