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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
RWR icon
826
State Street SPDR Dow Jones REIT ETF
RWR
$1.9B
$576K ﹤0.01%
5,915
-10
-0.2% -$1.04K
FWONK icon
827
Liberty Media Series C
FWONK
$25.5B
$575K ﹤0.01%
6,159
-1,713
-22% -$145K
EES icon
828
WisdomTree US SmallCap Earnings Fund
EES
$720M
$575K ﹤0.01%
10,740
– –
IGV icon
829
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$574K ﹤0.01%
5,788
-782
-12% -$77.5K
DVN icon
830
Devon Energy
DVN
$51.3B
$574K ﹤0.01%
16,332
-710
-4% -$26.7K
XPO icon
831
XPO
XPO
$23.4B
$572K ﹤0.01%
4,169
-40
-1% -$5.41K
SGOL icon
832
abrdn Physical Gold Shares ETF
SGOL
$6.9B
$571K ﹤0.01%
22,479
+388
+2% +$9.86K
LUV icon
833
Southwest Airlines
LUV
$21.7B
$570K ﹤0.01%
17,342
+1,097
+7% +$35K
GBDC icon
834
Golub Capital BDC
GBDC
$3.33B
$569K ﹤0.01%
37,977
-1,791
-5% -$27.3K
F icon
835
Ford
F
$60.9B
$569K ﹤0.01%
58,439
-9,424
-14% -$101K
CHDN icon
836
Churchill Downs
CHDN
$6.17B
$565K ﹤0.01%
4,378
+366
+9% +$50.7K
IYH icon
837
iShares US Healthcare ETF
IYH
$3.44B
$564K ﹤0.01%
9,484
+678
+8% +$41.9K
PEY icon
838
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$562K ﹤0.01%
26,780
– –
APO icon
839
Apollo Global Management
APO
$69B
$562K ﹤0.01%
3,467
-542
-14% -$85.9K
CAPL icon
840
CrossAmerica Partners
CAPL
$834M
$561K ﹤0.01%
25,500
+1,000
+4% +$21.1K
FTEC icon
841
Fidelity MSCI Information Technology Index ETF
FTEC
$18.9B
$560K ﹤0.01%
3,001
+750
+33% +$137K
HHH icon
842
Howard Hughes
HHH
$3.94B
$557K ﹤0.01%
7,561
– –
COKE icon
843
Coca-Cola Consolidated
COKE
$12.8B
$556K ﹤0.01%
4,320
+220
+5% +$27.5K
BLDR icon
844
Builders FirstSource
BLDR
$7.29B
$538K ﹤0.01%
3,750
+882
+31% +$156K
SPEM icon
845
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$536K ﹤0.01%
14,102
+4,382
+45% +$176K
IGPT icon
846
Invesco AI and Next Gen Software ETF
IGPT
$1.08B
$536K ﹤0.01%
11,516
– –
CSL icon
847
Carlisle Companies
CSL
$13.5B
$535K ﹤0.01%
1,436
+38
+3% +$16.6K
LII icon
848
Lennox International
LII
$15B
$534K ﹤0.01%
853
+61
+8% +$38.1K
VRSN icon
849
VeriSign
VRSN
$26.3B
$530K ﹤0.01%
2,503
-4
-0.2% -$753
GPN icon
850
Global Payments
GPN
$24.1B
$525K ﹤0.01%
4,717
-904
-16% -$98.9K
32 33
34
35 36

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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.