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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
ELF icon
726
e.l.f. Beauty
ELF
$4.82B
$866K ﹤0.01%
6,783
-150,925
-96% -$18.1M
GSY icon
727
Invesco Ultra Short Duration ETF
GSY
$3.86B
$865K ﹤0.01%
17,255
– –
UAL icon
728
United Airlines
UAL
$39.3B
$863K ﹤0.01%
8,317
+963
+13% +$81.4K
STIP icon
729
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$858K ﹤0.01%
8,515
-618
-7% -$62.3K
VCIT icon
730
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$857K ﹤0.01%
10,729
-2,003
-16% -$164K
HACK icon
731
Amplify Cybersecurity ETF
HACK
$2.61B
$855K ﹤0.01%
11,440
-10
-0.1% -$727
GLOB icon
732
Globant
GLOB
$1.62B
$855K ﹤0.01%
4,005
-969
-19% -$211K
LYB icon
733
LyondellBasell Industries
LYB
$19.4B
$851K ﹤0.01%
11,648
+5,229
+81% +$440K
SLQT icon
734
SelectQuote
SLQT
$130M
$851K ﹤0.01%
207,454
– –
SRLN icon
735
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$848K ﹤0.01%
20,244
-2,737
-12% -$114K
ONON icon
736
On Holding
ONON
$12.5B
$846K ﹤0.01%
15,241
+1,375
+10% +$72.8K
AVDL
737
DELISTED
Avadel Pharmaceuticals
AVDL
$837K ﹤0.01%
78,253
– –
SHYD icon
738
VanEck Short High Yield Muni ETF
SHYD
$451M
$836K ﹤0.01%
37,114
-11,187
-23% -$254K
FDN icon
739
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$835K ﹤0.01%
3,383
– –
OC icon
740
Owens Corning
OC
$11B
$831K ﹤0.01%
4,840
+14
+0.3% +$2.62K
MTD icon
741
Mettler-Toledo International
MTD
$28B
$825K ﹤0.01%
662
+28
+4% +$36.5K
HPE icon
742
Hewlett Packard
HPE
$59.6B
$822K ﹤0.01%
37,324
+1,864
+5% +$39.4K
BSV icon
743
Vanguard Short-Term Bond ETF
BSV
$44.6B
$809K ﹤0.01%
10,478
-249
-2% -$19.3K
STE icon
744
Steris
STE
$22.7B
$807K ﹤0.01%
3,851
+606
+19% +$133K
TOL icon
745
Toll Brothers
TOL
$14.2B
$804K ﹤0.01%
6,333
-557,027
-99% -$82.7M
RGTI icon
746
Rigetti Computing
RGTI
$4.53B
$803K ﹤0.01%
80,000
-820,000
-91% -$3.06M
ACGL icon
747
Arch Capital
ACGL
$36.7B
$798K ﹤0.01%
8,614
+2,267
+36% +$229K
BBH icon
748
VanEck Biotech ETF
BBH
$408M
$796K ﹤0.01%
4,958
– –
CVCO icon
749
Cavco Industries
CVCO
$4.41B
$790K ﹤0.01%
1,778
+1,450
+442% +$666K
HIG icon
750
Hartford Financial Services
HIG
$39.8B
$789K ﹤0.01%
7,214
-742
-9% -$86K
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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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.