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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
SMR icon
751
NuScale Power
SMR
$2.7B
$788K ﹤0.01%
40,042
+38,234
+2,115% +$789K
CFR icon
752
Cullen/Frost Bankers
CFR
$10.5B
$787K ﹤0.01%
5,797
+229
+4% +$30.1K
SPYM
753
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$786K ﹤0.01%
11,340
-102
-0.9% -$7.07K
DUOL icon
754
Duolingo
DUOL
$6.56B
$786K ﹤0.01%
2,431
-194
-7% -$61.7K
DG icon
755
Dollar General
DG
$28.2B
$781K ﹤0.01%
10,899
-3,320
-23% -$262K
AVB icon
756
AvalonBay Communities
AVB
$27.4B
$780K ﹤0.01%
3,675
-482
-12% -$109K
BIZD icon
757
VanEck BDC Income ETF
BIZD
$1.61B
$779K ﹤0.01%
47,205
-14,298
-23% -$236K
DSGR icon
758
Distribution Solutions Group
DSGR
$1.6B
$775K ﹤0.01%
22,136
– –
JPEF icon
759
JPMorgan Equity Focus ETF
JPEF
$1.95B
$774K ﹤0.01%
11,453
– –
RPM icon
760
RPM International
RPM
$13.9B
$770K ﹤0.01%
6,284
-473
-7% -$62.4K
VSS icon
761
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
$769K ﹤0.01%
6,776
-411
-6% -$49.4K
SLF icon
762
Sun Life Financial
SLF
$45.9B
$759K ﹤0.01%
12,979
+8,380
+182% +$494K
SU icon
763
Suncor Energy
SU
$77.4B
$759K ﹤0.01%
19,811
+14,163
+251% +$545K
VTS icon
764
Vitesse Energy
VTS
$640M
$758K ﹤0.01%
28,872
+2,841
+11% +$74.2K
PLNT icon
765
Planet Fitness
PLNT
$4.45B
$757K ﹤0.01%
7,515
-24
-0.3% -$2.19K
BMO icon
766
Bank of Montreal
BMO
$123B
$752K ﹤0.01%
7,640
+2,897
+61% +$274K
INDA icon
767
iShares MSCI India ETF
INDA
$6.81B
$749K ﹤0.01%
14,319
-78
-0.5% -$4.29K
NDAQ icon
768
Nasdaq
NDAQ
$53.9B
$745K ﹤0.01%
9,551
-195
-2% -$15.1K
RGA icon
769
Reinsurance Group of America
RGA
$15.7B
$737K ﹤0.01%
3,323
-50
-1% -$10.9K
WTRG icon
770
Essential Utilities
WTRG
$11.6B
$736K ﹤0.01%
21,027
-100
-0.5% -$3.88K
VCR icon
771
Vanguard Consumer Discretionary ETF
VCR
$5.99B
$733K ﹤0.01%
1,959
+229
+13% +$82.7K
BLD
772
DELISTED
TopBuild
BLD
$732K ﹤0.01%
2,290
+1,266
+124% +$464K
THC icon
773
Tenet Healthcare
THC
$22.3B
$732K ﹤0.01%
5,619
+92
+2% +$13.7K
IMCB icon
774
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$731K ﹤0.01%
9,505
-2,895
-23% -$226K
FDS icon
775
Factset
FDS
$10.3B
$728K ﹤0.01%
1,587
+16
+1% +$7.6K
29 30
31
32 33

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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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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.