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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
PSQH icon
776
PSQ Holdings
PSQH
$12.4M
$722K ﹤0.01%
11,883
– –
ETR icon
777
Entergy
ETR
$50.3B
$721K ﹤0.01%
9,419
+2,633
+39% +$190K
SPOT icon
778
Spotify
SPOT
$108B
$710K ﹤0.01%
1,481
-61
-4% -$26.1K
AMTX icon
779
Aemetis
AMTX
$99.2M
$704K ﹤0.01%
250,190
-7,500
-3% -$23.6K
ACCD
780
DELISTED
Accolade Inc
ACCD
$704K ﹤0.01%
102,598
– –
UYG icon
781
ProShares Ultra Financials
UYG
$819M
$698K ﹤0.01%
8,139
+1
+0% +$86
CCO icon
782
Clear Channel Outdoor Holdings
CCO
$1.22B
$695K ﹤0.01%
500,000
– –
FHN icon
783
First Horizon
FHN
$12.2B
$693K ﹤0.01%
33,567
-100
-0.3% -$1.88K
FSS icon
784
Federal Signal
FSS
$6.82B
$691K ﹤0.01%
7,442
-251
-3% -$23.1K
XEL icon
785
Xcel Energy
XEL
$49.2B
$682K ﹤0.01%
10,269
-3,549
-26% -$238K
SEE
786
DELISTED
Sealed Air
SEE
$673K ﹤0.01%
19,976
+6,412
+47% +$229K
WEX icon
787
WEX
WEX
$6.42B
$671K ﹤0.01%
3,837
-151
-4% -$28.3K
GGG icon
788
Graco
GGG
$13.2B
$669K ﹤0.01%
8,130
+97
+1% +$8.41K
LOPE icon
789
Grand Canyon Education
LOPE
$4.22B
$669K ﹤0.01%
4,083
-2,309
-36% -$354K
RSPT icon
790
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.31B
$667K ﹤0.01%
17,540
-2,796
-14% -$107K
MKC icon
791
McCormick & Company Non-Voting
MKC
$14B
$665K ﹤0.01%
8,922
-3,720
-29% -$292K
OBDC icon
792
Blue Owl Capital
OBDC
$5.35B
$664K ﹤0.01%
44,970
-111,104
-71% -$1.67M
TD icon
793
Toronto Dominion Bank
TD
$193B
$663K ﹤0.01%
12,238
+9,183
+301% +$515K
CHX
794
DELISTED
ChampionX
CHX
$659K ﹤0.01%
23,886
-432
-2% -$12.8K
EPAM icon
795
EPAM Systems
EPAM
$5.58B
$655K ﹤0.01%
2,865
-469
-14% -$104K
RDIV icon
796
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.4B
$654K ﹤0.01%
13,534
– –
DBRG icon
797
DigitalBridge
DBRG
$2.92B
$653K ﹤0.01%
59,942
-1
-0% -$13
IVOG icon
798
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.6B
$652K ﹤0.01%
5,718
– –
HDV
799
iShares Core High Dividend ETF
HDV
$14.7B
$650K ﹤0.01%
29,010
-650
-2% -$15.3K
TIP icon
800
iShares TIPS Bond ETF
TIP
$14.5B
$649K ﹤0.01%
6,092
-2,088
-26% -$226K
30 31
32
33 34

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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.