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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
SCHV
926
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$405K ﹤0.01%
15,510
-1,500
-9% -$40.5K
MUSA icon
927
Murphy USA
MUSA
$11.4B
$404K ﹤0.01%
819
-6
-0.7% -$3.06K
BOTZ icon
928
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.14B
$403K ﹤0.01%
12,452
-275
-2% -$8.96K
UMBF icon
929
UMB Financial
UMBF
$11.3B
$397K ﹤0.01%
3,603
+304
+9% +$35.2K
STXF
930
Strive 500 ETF
STXF
$1.09B
$396K ﹤0.01%
10,413
– –
EXPO icon
931
Exponent
EXPO
$3.19B
$394K ﹤0.01%
4,418
+161
+4% +$16.2K
PGEN icon
932
Precigen
PGEN
$1.94B
$391K ﹤0.01%
331,476
+74,422
+29% +$63.5K
TILT icon
933
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.15B
$391K ﹤0.01%
1,800
– –
TBLU
934
Tortoise Global Water ETF
TBLU
$56.8M
$390K ﹤0.01%
8,400
– –
DBJP icon
935
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$675M
$388K ﹤0.01%
5,105
– –
ALTM
936
DELISTED
Arcadium Lithium plc
ALTM
$385K ﹤0.01%
67,549
-2,274,973
-97% -$11.6M
CBSH icon
937
Commerce Bancshares
CBSH
$8.68B
$384K ﹤0.01%
6,424
-210
-3% -$12.7K
DOX icon
938
Amdocs
DOX
$6.03B
$384K ﹤0.01%
4,559
-369
-7% -$32.4K
VTR icon
939
Ventas
VTR
$47.5B
$381K ﹤0.01%
6,546
+198
+3% +$12.4K
LUCK
940
Lucky Strike Entertainment
LUCK
$959M
$381K ﹤0.01%
36,500
-17,500
-32% -$201K
XMHQ icon
941
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
$380K ﹤0.01%
3,830
+280
+8% +$29K
XHB icon
942
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$380K ﹤0.01%
3,636
+929
+34% +$109K
IXN icon
943
iShares Global Tech ETF
IXN
$7.87B
$377K ﹤0.01%
4,399
+780
+22% +$65.5K
CPSH icon
944
CPS Technologies
CPSH
$67.6M
$374K ﹤0.01%
221,024
– –
EFV icon
945
iShares MSCI EAFE Value ETF
EFV
$28.3B
$373K ﹤0.01%
7,077
-260
-4% -$14.2K
LPX icon
946
Louisiana-Pacific
LPX
$5.14B
$373K ﹤0.01%
3,498
– –
IRTC icon
947
iRhythm Holdings
IRTC
$4.02B
$373K ﹤0.01%
4,006
-61
-1% -$4.79K
CNH
948
CNH Industrial
CNH
$13.3B
$372K ﹤0.01%
33,107
+481
+1% +$5.47K
TECH icon
949
Bio-Techne
TECH
$11.2B
$371K ﹤0.01%
4,931
-669
-12% -$49.1K
HOLX
950
DELISTED
Hologic
HOLX
$371K ﹤0.01%
5,095
-1,220
-19% -$95.3K
36 37
38
39 40

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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 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.