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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
VGK icon
876
Vanguard FTSE Europe ETF
VGK
$30.1B
$422K ﹤0.01%
6,273
+96
+2% +$6.22K
PCAR icon
877
PACCAR
PCAR
$70.5B
$421K ﹤0.01%
3,417
+932
+38% +$100K
BND icon
878
Vanguard Total Bond Market
BND
$158B
$420K ﹤0.01%
+5,844
New +$424K
BIZD icon
879
VanEck BDC Income ETF
BIZD
$1.6B
$415K ﹤0.01%
+25,549
New +$417K
STX icon
880
Seagate
STX
$173B
$415K ﹤0.01%
4,522
+241
+6% +$21.2K
CNH
881
CNH Industrial
CNH
$13.3B
$415K ﹤0.01%
32,626
-2,000
-6% -$24.2K
KHC icon
882
Kraft Heinz
KHC
$32.8B
$414K ﹤0.01%
11,181
+463
+4% +$16.8K
NICE icon
883
Nice
NICE
$6.15B
$412K ﹤0.01%
+1,619
New +$367K
FLO icon
884
Flowers Foods
FLO
$1.58B
$409K ﹤0.01%
17,315
+8,116
+88% +$185K
AXON
885
Axon Enterprise
AXON
$42.8B
$407K ﹤0.01%
1,308
-31
-2% -$8.62K
BZ icon
886
Kanzhun
BZ
$7.19B
$407K ﹤0.01%
22,076
-61
-0.3% -$962
PTC icon
887
PTC
PTC
$15.3B
$405K ﹤0.01%
2,152
-1,840
-46% -$331K
FNDF icon
888
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$400K ﹤0.01%
11,313
+2,724
+32% +$92.5K
VGSH icon
889
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$398K ﹤0.01%
6,895
-7,106
-51% -$413K
MFIC icon
890
MidCap Financial Investment
MFIC
$801M
$396K ﹤0.01%
+26,593
New +$377K
VFH icon
891
Vanguard Financials ETF
VFH
$13.4B
$394K ﹤0.01%
3,880
-2,222
-36% -$213K
CPSH icon
892
CPS Technologies
CPSH
$67.6M
$393K ﹤0.01%
221,024
– –
BOTZ icon
893
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.14B
$390K ﹤0.01%
12,325
– –
NTAP icon
894
NetApp
NTAP
$33.9B
$390K ﹤0.01%
3,711
+109
+3% +$10.1K
TBLU
895
Tortoise Global Water ETF
TBLU
$56.8M
$389K ﹤0.01%
8,400
– –
DGRO icon
896
iShares Core Dividend Growth ETF
DGRO
$42.8B
$389K ﹤0.01%
6,736
-258
-4% -$14.3K
FWONK icon
897
Liberty Media Series C
FWONK
$25.5B
$388K ﹤0.01%
5,922
+1,020
+21% +$68.5K
XLB icon
898
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$386K ﹤0.01%
8,336
-104
-1% -$4.47K
UHS icon
899
Universal Health Services
UHS
$10.2B
$386K ﹤0.01%
2,201
+273
+14% +$45.1K
GDXJ icon
900
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$385K ﹤0.01%
9,829
-450
-4% -$15.6K
34 35
36
37 38

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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 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.