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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
UHS icon
901
Universal Health Services
UHS
$10.2B
$446K ﹤0.01%
2,344
+177
+8% +$36K
NTAP icon
902
NetApp
NTAP
$33.9B
$446K ﹤0.01%
3,778
-592
-14% -$72.3K
ENVX icon
903
Enovix
ENVX
$803M
$440K ﹤0.01%
41,081
+343
+0.8% +$3.01K
SSNC icon
904
SS&C Technologies
SSNC
$18.9B
$438K ﹤0.01%
5,757
-35
-0.6% -$2.62K
FNDF icon
905
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$437K ﹤0.01%
13,056
-8,705
-40% -$307K
IAT icon
906
iShares US Regional Banks ETF
IAT
$673M
$431K ﹤0.01%
8,508
+6,495
+323% +$336K
UVV icon
907
Universal Corp
UVV
$1.37B
$431K ﹤0.01%
8,300
– –
DFUV icon
908
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$430K ﹤0.01%
10,432
+7,408
+245% +$314K
IBTF
909
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$429K ﹤0.01%
18,400
– –
TER icon
910
Teradyne
TER
$50B
$429K ﹤0.01%
3,127
+119
+4% +$14.1K
GATX icon
911
GATX Corp
GATX
$6.45B
$428K ﹤0.01%
2,822
– –
IUSV icon
912
iShares Core S&P US Value ETF
IUSV
$27.3B
$427K ﹤0.01%
4,597
+2,740
+148% +$264K
WOOD icon
913
iShares Global Timber & Forestry ETF
WOOD
$264M
$426K ﹤0.01%
5,630
+70
+1% +$5.64K
RC
914
Ready Capital
RC
$260M
$426K ﹤0.01%
63,988
– –
ESGU icon
915
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$426K ﹤0.01%
3,284
– –
CPF icon
916
Central Pacific Financial
CPF
$1.02B
$421K ﹤0.01%
15,339
+15,000
+4,425% +$446K
DFAT icon
917
Dimensional US Targeted Value ETF
DFAT
$14.7B
$420K ﹤0.01%
7,554
-4,047
-35% -$232K
AESI icon
918
Atlas Energy Solutions
AESI
$1.27B
$419K ﹤0.01%
19,111
– –
VEGI icon
919
iShares MSCI Agriculture Producers ETF
VEGI
$153M
$419K ﹤0.01%
11,930
– –
NGG icon
920
National Grid
NGG
$79.3B
$416K ﹤0.01%
7,483
-345
-4% -$20.8K
IYJ icon
921
iShares US Industrials ETF
IYJ
$1.95B
$415K ﹤0.01%
3,099
+90
+3% +$12.4K
XLC icon
922
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$414K ﹤0.01%
4,255
+2,328
+121% +$222K
XNCR icon
923
Xencor
XNCR
$1.45B
$412K ﹤0.01%
17,563
– –
IDU icon
924
iShares US Utilities ETF
IDU
$1.37B
$407K ﹤0.01%
4,204
+555
+15% +$55.9K
GOVT icon
925
iShares US Treasury Bond ETF
GOVT
$43.7B
$405K ﹤0.01%
18,115
-7,048
-28% -$161K
35 36
37
38 39

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VRS
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FAF
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BGIM
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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.