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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
JPEF icon
726
JPMorgan Equity Focus ETF
JPEF
$1.97B
$727K ﹤0.01%
+11,453
New +$683K
PWR icon
727
Quanta Services
PWR
$93.1B
$722K ﹤0.01%
2,835
-5,867
-67% -$1.55M
THC icon
728
Tenet Healthcare
THC
$21B
$716K ﹤0.01%
5,542
+5,075
+1,087% +$611K
IWX icon
729
iShares Russell Top 200 Value ETF
IWX
$3.94B
$710K ﹤0.01%
+9,485
New +$710K
GOAU icon
730
US Global GO Gold and Precious Metal Miners ETF
GOAU
$166M
$707K ﹤0.01%
35,524
– –
ITOT icon
731
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$703K ﹤0.01%
5,812
+1,419
+32% +$163K
SPHQ icon
732
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$699K ﹤0.01%
10,827
+671
+7% +$40.9K
RPM icon
733
RPM International
RPM
$13.8B
$698K ﹤0.01%
6,556
-422
-6% -$46.7K
USFR icon
734
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$695K ﹤0.01%
13,800
-9,000
-39% -$454K
SOXX icon
735
iShares Semiconductor ETF
SOXX
$42.7B
$688K ﹤0.01%
2,649
-42
-2% -$9.61K
ALSN icon
736
Allison Transmission
ALSN
$10.1B
$686K ﹤0.01%
9,127
-387
-4% -$29.7K
GRMN
737
Garmin
GRMN
$46.8B
$681K ﹤0.01%
4,219
-707
-14% -$111K
QSR icon
738
Restaurant Brands International
QSR
$25.8B
$678K ﹤0.01%
9,681
-1,024
-10% -$73.1K
CCI icon
739
Crown Castle
CCI
$32.4B
$673K ﹤0.01%
6,970
-773
-10% -$76.1K
SPG icon
740
Simon Property Group
SPG
$75.1B
$663K ﹤0.01%
4,517
-692
-13% -$102K
APLS
741
DELISTED
Apellis Pharmaceuticals
APLS
$663K ﹤0.01%
17,920
– –
XYZ
742
Block Inc
XYZ
$48.4B
$663K ﹤0.01%
10,322
-237
-2% -$16.6K
HIG icon
743
Hartford Financial Services
HIG
$38.4B
$662K ﹤0.01%
6,675
+1,232
+23% +$124K
CHTR icon
744
Charter Communications
CHTR
$15.7B
$662K ﹤0.01%
2,277
-2,492
-52% -$680K
LABU icon
745
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$548M
$661K ﹤0.01%
5,750
+3,750
+188% +$401K
WEX icon
746
WEX
WEX
$6.17B
$659K ﹤0.01%
3,684
-76
-2% -$15.5K
RSPT icon
747
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.43B
$657K ﹤0.01%
17,531
-2,035
-10% -$70.8K
STT icon
748
State Street
STT
$50.7B
$651K ﹤0.01%
8,879
-163
-2% -$12.1K
UTHR icon
749
United Therapeutics
UTHR
$26.3B
$650K ﹤0.01%
2,052
+1,939
+1,716% +$513K
EEFT icon
750
Euronet Worldwide
EEFT
$3.01B
$649K ﹤0.01%
6,347
+764
+14% +$83.5K
28 29
30
31 32

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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.