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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC.PRL icon
851
Bank of America Series L
BAC.PRL
$3.93B
$474K ﹤0.01%
+397
New +$473K
IRTC icon
852
iRhythm Holdings
IRTC
$4.02B
$474K ﹤0.01%
4,099
-15
-0.4% -$1.69K
WOOD icon
853
iShares Global Timber & Forestry ETF
WOOD
$264M
$467K ﹤0.01%
5,560
– –
SMCI icon
854
Super Micro Computer
SMCI
$16.6B
$467K ﹤0.01%
4,500
-56,570
-93% -$4.15M
NVR icon
855
NVR
NVR
$17.1B
$466K ﹤0.01%
58
-14
-19% -$104K
NEM icon
856
Newmont
NEM
$96.2B
$464K ﹤0.01%
12,733
+2,382
+23% +$82.1K
VEGI icon
857
iShares MSCI Agriculture Producers ETF
VEGI
$153M
$457K ﹤0.01%
11,930
– –
NET icon
858
Cloudflare
NET
$96B
$456K ﹤0.01%
4,765
-18,486
-80% -$1.67M
CBU icon
859
Community Bank
CBU
$3.39B
$450K ﹤0.01%
9,535
– –
FERG icon
860
Ferguson
FERG
$43.9B
$450K ﹤0.01%
2,070
-2,353
-53% -$469K
SAP icon
861
SAP
SAP
$215B
$447K ﹤0.01%
2,280
-1,809
-44% -$321K
IWY icon
862
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$444K ﹤0.01%
2,271
– –
STAG icon
863
STAG Industrial
STAG
$7.44B
$443K ﹤0.01%
11,777
+4,247
+56% +$161K
SOFI icon
864
SoFi Technologies
SOFI
$19.6B
$443K ﹤0.01%
61,315
-4,470
-7% -$35.5K
KEX icon
865
Kirby Corp
KEX
$7.01B
$442K ﹤0.01%
4,669
+74
+2% +$6.24K
TTE icon
866
TotalEnergies
TTE
$193B
$440K ﹤0.01%
6,311
-340
-5% -$22.3K
CR icon
867
Crane Co
CR
$11.9B
$440K ﹤0.01%
3,258
– –
FFIV icon
868
F5
FFIV
$22B
$439K ﹤0.01%
2,311
+627
+37% +$116K
LII icon
869
Lennox International
LII
$15B
$432K ﹤0.01%
893
+4
+0.4% +$1.82K
SCHV
870
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$431K ﹤0.01%
17,130
-93
-0.5% -$2.23K
SJM icon
871
J.M. Smucker
SJM
$13.5B
$431K ﹤0.01%
3,454
-117
-3% -$14.8K
IBTF
872
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$426K ﹤0.01%
18,400
– –
VIOV icon
873
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$423K ﹤0.01%
4,860
– –
UVV icon
874
Universal Corp
UVV
$1.37B
$423K ﹤0.01%
8,300
– –
ARCB icon
875
ArcBest
ARCB
$3.15B
$423K ﹤0.01%
2,974
-113
-4% -$14.8K
33 34
35
36 37

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
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
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
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CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.