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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
SJM icon
851
J.M. Smucker
SJM
$13.5B
$525K ﹤0.01%
4,980
-76
-2% -$8.74K
SCZ icon
852
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$522K ﹤0.01%
8,653
+902
+12% +$57.4K
NEOG icon
853
Neogen
NEOG
$2.05B
$520K ﹤0.01%
39,798
-5,376
-12% -$75.2K
HRI icon
854
Herc Holdings
HRI
$4.84B
$519K ﹤0.01%
2,854
-350
-11% -$70.6K
TRS icon
855
TriMas Corp
TRS
$1.42B
$518K ﹤0.01%
22,400
+300
+1% +$7.86K
VGSH icon
856
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$513K ﹤0.01%
8,810
+1,375
+18% +$80.2K
DJD icon
857
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$485M
$507K ﹤0.01%
10,000
– –
PTON icon
858
Peloton Interactive
PTON
$2.88B
$507K ﹤0.01%
58,700
-140
-0.2% -$1.09K
DGX icon
859
Quest Diagnostics
DGX
$26B
$498K ﹤0.01%
3,234
+31
+1% +$4.82K
VIS icon
860
Vanguard Industrials ETF
VIS
$8.01B
$498K ﹤0.01%
1,939
-6
-0.3% -$1.6K
VGK icon
861
Vanguard FTSE Europe ETF
VGK
$30.3B
$498K ﹤0.01%
7,775
+1,497
+24% +$99.9K
CCI icon
862
Crown Castle
CCI
$34.2B
$498K ﹤0.01%
5,686
-3,576
-39% -$374K
PCTY icon
863
Paylocity
PCTY
$7.75B
$496K ﹤0.01%
2,549
-232
-8% -$44.4K
PRFZ icon
864
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
$495K ﹤0.01%
11,869
-3,346
-22% -$143K
FITB
865
Fifth Third Bancorp
FITB
$51.3B
$495K ﹤0.01%
11,659
-163
-1% -$7.31K
BAX icon
866
Baxter International
BAX
$12.7B
$491K ﹤0.01%
16,590
+411
+3% +$13.8K
CTRA
867
DELISTED
Coterra Energy
CTRA
$489K ﹤0.01%
17,998
-340
-2% -$8.45K
CACI icon
868
CACI
CACI
$10.8B
$483K ﹤0.01%
1,162
+567
+95% +$276K
CMS icon
869
CMS Energy
CMS
$22.9B
$483K ﹤0.01%
7,289
-66,247
-90% -$4.56M
FBIN icon
870
Fortune Brands Innovations
FBIN
$5.91B
$482K ﹤0.01%
6,947
+2,359
+51% +$189K
NEAR icon
871
iShares Short Maturity Bond ETF
NEAR
$4.83B
$481K ﹤0.01%
9,524
+81
+0.9% +$4.11K
DRLL icon
872
Strive US Energy ETF
DRLL
$294M
$481K ﹤0.01%
17,133
– –
SPXL icon
873
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.46B
$481K ﹤0.01%
2,813
– –
NTR icon
874
Nutrien
NTR
$33.7B
$480K ﹤0.01%
10,045
+3,383
+51% +$161K
ECON icon
875
Columbia Emerging Markets Consumer ETF
ECON
$317M
$479K ﹤0.01%
23,094
+13,483
+140% +$293K
33 34
35
36 37

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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.