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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
TPR icon
876
Tapestry
TPR
$30.3B
$479K ﹤0.01%
6,991
-251
-3% -$13.7K
TRI icon
877
Thomson Reuters
TRI
$46.4B
$478K ﹤0.01%
2,952
+1,786
+153% +$301K
ALAB icon
878
Astera Labs
ALAB
$42.8B
$477K ﹤0.01%
3,650
+1,125
+45% +$106K
WAL icon
879
Western Alliance Bancorporation
WAL
$8.81B
$475K ﹤0.01%
5,883
-44
-0.7% -$3.87K
EWJ icon
880
iShares MSCI Japan ETF
EWJ
$21.2B
$475K ﹤0.01%
7,074
-810
-10% -$55.9K
WTS icon
881
Watts Water Technologies
WTS
$11.2B
$473K ﹤0.01%
2,346
+43
+2% +$8.93K
MGRC icon
882
McGrath RentCorp
MGRC
$2.87B
$473K ﹤0.01%
4,234
-849
-17% -$97.4K
ITRI icon
883
Itron
ITRI
$4.54B
$471K ﹤0.01%
4,410
+4,273
+3,119% +$477K
GSLC icon
884
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$470K ﹤0.01%
4,051
-1,944
-32% -$226K
RBA icon
885
RB Global
RBA
$21.5B
$468K ﹤0.01%
5,185
+763
+17% +$68.3K
PDYN icon
886
Palladyne AI
PDYN
$228M
$467K ﹤0.01%
+61,500
New +$215K
RKT icon
887
Rocket Companies
RKT
$38.8B
$467K ﹤0.01%
44,692
-300
-0.7% -$4.46K
CR icon
888
Crane Co
CR
$11.9B
$464K ﹤0.01%
3,022
-286
-9% -$47.2K
HUM icon
889
Humana
HUM
$43.9B
$463K ﹤0.01%
1,728
-519
-23% -$139K
IEUR icon
890
iShares Core MSCI Europe ETF
IEUR
$8.8B
$462K ﹤0.01%
8,462
+29
+0.3% +$1.65K
BND icon
891
Vanguard Total Bond Market
BND
$158B
$461K ﹤0.01%
6,439
-2,292
-26% -$168K
LABU icon
892
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$517M
$458K ﹤0.01%
4,750
-1,000
-17% -$118K
CNM icon
893
Core & Main
CNM
$7.93B
$456K ﹤0.01%
8,906
-2,600
-23% -$122K
DLR icon
894
Digital Realty Trust
DLR
$69.6B
$454K ﹤0.01%
2,511
+41
+2% +$7.27K
SPYD icon
895
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.76B
$454K ﹤0.01%
10,594
-2,666
-20% -$121K
CRMD icon
896
CorMedix
CRMD
$564M
$454K ﹤0.01%
42,000
– –
VFH icon
897
Vanguard Financials ETF
VFH
$13.4B
$451K ﹤0.01%
3,811
+58
+2% +$6.86K
SFBS
898
ServisFirst Bancshares
SFBS
$4.9B
$451K ﹤0.01%
5,380
– –
SEB icon
899
Seaboard Corp
SEB
$4.39B
$449K ﹤0.01%
181
– –
SSD icon
900
Simpson Manufacturing
SSD
$7.79B
$447K ﹤0.01%
2,809
+70
+3% +$12.8K
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 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.