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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDAQ icon
901
Nasdaq
NDAQ
$52.5B
$377K ﹤0.01%
6,236
+76
+1% +$4.6K
IUSG icon
902
iShares Core S&P US Growth ETF
IUSG
$31.1B
$375K ﹤0.01%
2,844
+196
+7% +$23.4K
STXF
903
Strive 500 ETF
STXF
$1.11B
$372K ﹤0.01%
10,413
– –
CGW icon
904
Invesco S&P Global Water Index ETF
CGW
$1.05B
$371K ﹤0.01%
6,626
– –
NET icon
905
Cloudflare
NET
$94.3B
$367K ﹤0.01%
4,322
-443
-9% -$35.7K
FTEC icon
906
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
$366K ﹤0.01%
2,047
-100
-5% -$15.8K
TILT icon
907
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
$364K ﹤0.01%
1,800
– –
ACCD
908
DELISTED
Accolade Inc
ACCD
$363K ﹤0.01%
102,598
– –
VFH icon
909
Vanguard Financials ETF
VFH
$13.5B
$362K ﹤0.01%
3,608
-272
-7% -$27.2K
WAL icon
910
Western Alliance Bancorporation
WAL
$9.04B
$361K ﹤0.01%
5,907
-25
-0.4% -$1.51K
UHS icon
911
Universal Health Services
UHS
$9.64B
$361K ﹤0.01%
1,998
-203
-9% -$35.9K
IYJ icon
912
iShares US Industrials ETF
IYJ
$2B
$359K ﹤0.01%
3,009
-44
-1% -$5.36K
VTR icon
913
Ventas
VTR
$48.7B
$358K ﹤0.01%
6,898
+293
+4% +$13.7K
ARCB icon
914
ArcBest
ARCB
$3.31B
$356K ﹤0.01%
3,286
+312
+10% +$37.6K
KHC icon
915
Kraft Heinz
KHC
$31.1B
$355K ﹤0.01%
11,052
-129
-1% -$4.6K
IPG
916
DELISTED
Interpublic Group of Companies
IPG
$349K ﹤0.01%
12,295
-3,230
-21% -$99.5K
ETX
917
Eaton Vance Municipal Income 2028 Term Trust
ETX
$198M
$345K ﹤0.01%
+18,500
New +$339K
HEI icon
918
HEICO Corp
HEI
$49.9B
$345K ﹤0.01%
1,512
+22
+1% +$4.64K
XMHQ icon
919
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
$344K ﹤0.01%
3,586
+637
+22% +$66.8K
K
920
DELISTED
Kellanova
K
$341K ﹤0.01%
6,073
-294
-5% -$17.3K
OLED icon
921
Universal Display
OLED
$3.81B
$340K ﹤0.01%
1,530
– –
HEFA icon
922
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$339K ﹤0.01%
9,598
-987
-9% -$34.6K
MFC icon
923
Manulife Financial
MFC
$73.2B
$339K ﹤0.01%
12,569
+1,269
+11% +$31.7K
EME icon
924
Emcor
EME
$33B
$338K ﹤0.01%
930
+135
+17% +$49.8K
SHM icon
925
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$338K ﹤0.01%
7,162
– –
35 36
37
38 39

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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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CIBC Private Wealth Group's Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.