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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
IVV icon
51
iShares Core S&P 500 ETF
IVV
$876B
$283M 0.51%
477,366
-6,280
-1% -$3.72M
OTIS icon
52
Otis Worldwide
OTIS
$27.4B
$281M 0.51%
3,066,278
-82,600
-3% -$8.28M
ELV icon
53
Elevance Health
ELV
$81.9B
$276M 0.5%
720,367
+326,543
+83% +$137M
SYK icon
54
Stryker
SYK
$127B
$274M 0.5%
752,832
-19,887
-3% -$7.37M
PLD icon
55
Prologis
PLD
$138B
$273M 0.49%
2,584,288
+964,454
+60% +$111M
ADP icon
56
Automatic Data Processing
ADP
$100B
$267M 0.48%
913,968
-23,895
-3% -$7.06M
ET icon
57
Energy Transfer Partners
ET
$70.1B
$267M 0.48%
13,518,334
+20,096
+0.1% +$356K
HON icon
58
Honeywell
HON
$77.1B
$264M 0.48%
1,271,084
-644,322
-34% -$134M
ISRG icon
59
Intuitive Surgical
ISRG
$121B
$263M 0.48%
482,830
-14,943
-3% -$7.78M
CVX icon
60
Chevron
CVX
$388B
$260M 0.47%
1,731,893
-42,439
-2% -$6.5M
TDG icon
61
TransDigm Group
TDG
$69.2B
$257M 0.47%
200,469
+26,939
+16% +$35.5M
MNST icon
62
Monster Beverage
MNST
$91.4B
$251M 0.46%
4,872,972
+4,231,063
+659% +$224M
FIS icon
63
Fidelity National Information Services
FIS
$21.5B
$249M 0.45%
3,138,767
-93,366
-3% -$8.04M
USB icon
64
US Bancorp
USB
$99.6B
$246M 0.45%
5,072,059
-124,455
-2% -$6.12M
MLM icon
65
Martin Marietta Materials
MLM
$33.6B
$245M 0.44%
473,612
-12,542
-3% -$7.12M
HWM icon
66
Howmet Aerospace
HWM
$116B
$243M 0.44%
2,112,734
-45,799
-2% -$5.02M
IQV icon
67
IQVIA
IQV
$34.7B
$242M 0.44%
1,186,464
-212,537
-15% -$44.8M
PNC icon
68
PNC Financial Services
PNC
$100B
$238M 0.43%
1,220,278
-31,228
-2% -$6.14M
TMUS icon
69
T-Mobile US
TMUS
$193B
$231M 0.42%
1,069,742
-345,987
-24% -$78.7M
ADI icon
70
Analog Devices
ADI
$181B
$224M 0.41%
1,014,766
-24,750
-2% -$5.47M
OKE icon
71
Oneok
OKE
$58.7B
$223M 0.4%
2,163,969
-88,422
-4% -$9.04M
VICI icon
72
VICI Properties
VICI
$29.4B
$211M 0.38%
7,310,275
-1,981,938
-21% -$62.6M
COP icon
73
ConocoPhillips
COP
$147B
$210M 0.38%
2,068,845
-110,810
-5% -$11.8M
IWR icon
74
iShares Russell Mid-Cap ETF
IWR
$56.8B
$209M 0.38%
2,351,713
+78,741
+3% +$7.15M
APH icon
75
Amphenol
APH
$188B
$206M 0.37%
2,866,213
-54,204
-2% -$3.79M
1 2
3
4 5

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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 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.