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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
WBA
801
DELISTED
Walgreens Boots Alliance
WBA
$645K ﹤0.01%
69,992
-5,743
-8% -$53.3K
DLTR icon
802
Dollar Tree
DLTR
$24.8B
$645K ﹤0.01%
8,956
-1,045
-10% -$71.7K
BXSL icon
803
Blackstone Secured Lending
BXSL
$5.39B
$644K ﹤0.01%
20,189
+325
+2% +$10.2K
IUSG icon
804
iShares Core S&P US Growth ETF
IUSG
$30.7B
$626K ﹤0.01%
4,453
+1,660
+59% +$228K
MCBS icon
805
MetroCity Bankshares
MCBS
$1.02B
$626K ﹤0.01%
20,000
– –
EXC icon
806
Exelon
EXC
$48.2B
$623K ﹤0.01%
16,318
+1,784
+12% +$69.2K
APLS
807
DELISTED
Apellis Pharmaceuticals
APLS
$623K ﹤0.01%
18,864
-546
-3% -$16.4K
BAH icon
808
Booz Allen Hamilton
BAH
$8.56B
$616K ﹤0.01%
4,736
-372
-7% -$57.8K
CDW icon
809
CDW
CDW
$18.9B
$615K ﹤0.01%
3,392
-5,269
-61% -$1.02M
ADM icon
810
Archer Daniels Midland
ADM
$39.1B
$613K ﹤0.01%
12,308
-5,257
-30% -$284K
ABM icon
811
ABM Industries
ABM
$2.88B
$611K ﹤0.01%
11,995
– –
DBEF icon
812
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.14B
$607K ﹤0.01%
14,410
+9
+0.1% +$377
EMB icon
813
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$603K ﹤0.01%
6,755
-1,679
-20% -$153K
ISPY icon
814
ProShares S&P 500 High Income ETF
ISPY
$1.23B
$601K ﹤0.01%
13,522
+11,178
+477% +$504K
VYMI icon
815
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$601K ﹤0.01%
8,805
+1,223
+16% +$86.5K
MFC icon
816
Manulife Financial
MFC
$73.4B
$601K ﹤0.01%
19,595
+8,922
+84% +$276K
NVT icon
817
nVent Electric
NVT
$21.6B
$598K ﹤0.01%
8,560
+51
+0.6% +$3.76K
FFIV icon
818
F5
FFIV
$22.3B
$591K ﹤0.01%
2,284
-113
-5% -$27K
SAP icon
819
SAP
SAP
$216B
$590K ﹤0.01%
2,327
-54
-2% -$12.8K
CMF icon
820
iShares California Muni Bond ETF
CMF
$4.56B
$590K ﹤0.01%
10,350
– –
BNDX icon
821
Vanguard Total International Bond ETF
BNDX
$82.1B
$588K ﹤0.01%
12,054
-1,610
-12% -$80.5K
CNC icon
822
Centene
CNC
$30.4B
$584K ﹤0.01%
9,242
+2,871
+45% +$179K
NET icon
823
Cloudflare
NET
$95.7B
$582K ﹤0.01%
5,032
+155
+3% +$15.1K
SE icon
824
Sea Limited
SE
$65.8B
$582K ﹤0.01%
5,324
+5,315
+59,056% +$559K
SRE icon
825
Sempra
SRE
$58.5B
$576K ﹤0.01%
6,955
+1,435
+26% +$126K
31 32
33
34 35

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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.