We are live on ! Find out more
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
+7.1%
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
$55.8B
AUM Growth
+$2.49B
Cap. Flow
+$156M
Cap. Flow %
0.28%
Top 10 Hldgs %
28.07%
Holding
3,356
New
208
Increased
982
Reduced
923
Closed
244

Top Buys

Rank Stock Value
1
ZETA icon
Zeta Global
ZETA
+$126M
2
QCOM icon
Qualcomm
QCOM
+$118M
3
MSFT icon
Microsoft
MSFT
+$66.6M
4
FOUR icon
Shift4
FOUR
+$64.2M
5
STEP icon
StepStone Group
STEP
+$56.6M

Top Sells

Rank Stock Value
1
MLM icon
Martin Marietta Materials
MLM
+$149M
2
ULTA icon
Ulta Beauty
ULTA
+$126M
3
SPGI icon
S&P Global
SPGI
+$121M
4
NEE icon
NextEra Energy
NEE
+$114M
5
LLY icon
Eli Lilly
LLY
+$112M

Sector Composition

Rank Sector Weight
1 Technology 26.72%
2 Financials 12.27%
3 Healthcare 11.84%
4 Industrials 10.38%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBRG icon
726
DigitalBridge
DBRG
$2.93B
$847K ﹤0.01%
59,943
+12,551
+26% +$167K
J icon
727
Jacobs Solutions
J
$16.6B
$846K ﹤0.01%
6,529
-1,257
-16% -$151K
BSV icon
728
Vanguard Short-Term Bond ETF
BSV
$44.7B
$844K ﹤0.01%
10,727
-5,944
-36% -$463K
INDA icon
729
iShares MSCI India ETF
INDA
$6.84B
$843K ﹤0.01%
14,397
+95
+0.7% +$5.41K
WOLF icon
730
Wolfspeed
WOLF
$1.14B
$842K ﹤0.01%
86,814
+68,919
+385% +$1.01M
WEX icon
731
WEX
WEX
$6.23B
$836K ﹤0.01%
3,988
+304
+8% +$56.7K
SNOW icon
732
Snowflake
SNOW
$93.7B
$834K ﹤0.01%
7,261
+74
+1% +$9.1K
RY icon
733
Royal Bank of Canada
RY
$295B
$832K ﹤0.01%
6,668
-726
-10% -$83.4K
BAH icon
734
Booz Allen Hamilton
BAH
$8.8B
$831K ﹤0.01%
5,108
-517
-9% -$79.2K
SMH icon
735
VanEck Semiconductor ETF
SMH
$63.8B
$829K ﹤0.01%
3,376
+468
+16% +$114K
STT icon
736
State Street
STT
$50.2B
$824K ﹤0.01%
9,312
+433
+5% +$35.7K
QUAL icon
737
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$822K ﹤0.01%
4,585
-1,385
-23% -$240K
RPM icon
738
RPM International
RPM
$14.3B
$818K ﹤0.01%
6,757
+201
+3% +$23.3K
WTRG icon
739
Essential Utilities
WTRG
$11.5B
$815K ﹤0.01%
21,127
-7,142
-25% -$281K
FNDF icon
740
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$813K ﹤0.01%
21,761
+9,745
+81% +$351K
CCO icon
741
Clear Channel Outdoor Holdings
CCO
$1.23B
$800K ﹤0.01%
500,000
– –
VRT icon
742
Vertiv
VRT
$104B
$796K ﹤0.01%
7,999
-10,395
-57% -$862K
EMB icon
743
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$789K ﹤0.01%
8,434
+4,865
+136% +$443K
STE icon
744
Steris
STE
$22.4B
$787K ﹤0.01%
3,245
+1,724
+113% +$403K
HACK icon
745
Amplify Cybersecurity ETF
HACK
$2.65B
$782K ﹤0.01%
11,450
+107
+0.9% +$6.98K
SPYM
746
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$772K ﹤0.01%
11,442
+7,525
+192% +$489K
GRMN
747
Garmin
GRMN
$48.9B
$769K ﹤0.01%
4,371
+152
+4% +$26.3K
RSPT icon
748
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.39B
$767K ﹤0.01%
20,336
+2,805
+16% +$102K
DECK icon
749
Deckers Outdoor
DECK
$14.2B
$766K ﹤0.01%
4,806
-618
-11% -$94.3K
NEOG icon
750
Neogen
NEOG
$2B
$759K ﹤0.01%
45,174
+3,084
+7% +$50.8K
28 29
30
31 32

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q3 2024 Portfolio in Review

As of Q3 2024, CIBC Private Wealth Group held 3,356 positions worth $55.8B, up 4.7% from $53.3B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

CIBC Private Wealth Group's Q3 2024 filing shows 208 new, 982 increased, 923 reduced and 244 closed positions. Its largest new stake was Zeta Global: 5,365,319 shares worth $160M. The largest sale was Martin Marietta Materials, an estimated $149M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2024 buy was Zeta Global: 5,365,319 shares worth $160M.
  • CIBC Private Wealth Group added most to Qualcomm in Q3 2024, an estimated $118M increase.
  • CIBC Private Wealth Group's biggest Q3 2024 reduction was Martin Marietta Materials, cutting an estimated $149M.
  • CIBC Private Wealth Group fully exited Equitrans Midstream Corporation Common Stock in Q3 2024, selling an estimated $24.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 28% of its $55.8B portfolio in Q3 2024.
  • CIBC Private Wealth Group opened 208 new positions and closed 244 in Q3 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.7% quarter-over-quarter to $55.8B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.