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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
ONB icon
951
Old National Bancorp
ONB
$10.2B
$320K ﹤0.01%
19,219
+1,202
+7% +$19.9K
OABI icon
952
OmniAb
OABI
$283M
$319K ﹤0.01%
59,584
– –
SF
953
Stifel
SF
$12.4B
$319K ﹤0.01%
6,188
+384
+7% +$18.9K
MRO
954
DELISTED
Marathon Oil Corporation
MRO
$319K ﹤0.01%
+11,153
New +$269K
HAL icon
955
Halliburton
HAL
$26.1B
$317K ﹤0.01%
7,948
+502
+7% +$18K
DVA icon
956
DaVita
DVA
$15.5B
$316K ﹤0.01%
2,289
+43
+2% +$5.16K
IDU icon
957
iShares US Utilities ETF
IDU
$1.37B
$314K ﹤0.01%
3,732
-50
-1% -$3.98K
NTRA icon
958
Natera
NTRA
$36.4B
$313K ﹤0.01%
3,371
– –
EMB icon
959
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$313K ﹤0.01%
+3,518
New +$310K
CWB icon
960
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
$311K ﹤0.01%
4,280
+1,106
+35% +$79.2K
LNC icon
961
Lincoln National
LNC
$7.92B
$311K ﹤0.01%
9,856
-35
-0.4% -$967
IUSG icon
962
iShares Core S&P US Growth ETF
IUSG
$30.4B
$311K ﹤0.01%
2,648
-280
-10% -$31.1K
INGR icon
963
Ingredion
INGR
$6.42B
$310K ﹤0.01%
2,645
-450
-15% -$50.7K
FBIN icon
964
Fortune Brands Innovations
FBIN
$5.86B
$308K ﹤0.01%
3,704
-207
-5% -$16.4K
DLR icon
965
Digital Realty Trust
DLR
$69.6B
$306K ﹤0.01%
2,157
+54
+3% +$7.63K
DKNG icon
966
DraftKings
DKNG
$12.2B
$305K ﹤0.01%
6,784
-471
-6% -$19.2K
NXT icon
967
Nextpower Inc
NXT
$14.1B
$303K ﹤0.01%
+5,392
New +$287K
LEA icon
968
Lear
LEA
$7.39B
$301K ﹤0.01%
2,086
-22
-1% -$3.01K
ITB icon
969
iShares US Home Construction ETF
ITB
$2.32B
$300K ﹤0.01%
2,629
-412
-14% -$43.2K
CBSH icon
970
Commerce Bancshares
CBSH
$8.68B
$299K ﹤0.01%
6,297
-3,682
-37% -$175K
SBLK icon
971
Star Bulk Carriers
SBLK
$3.05B
$298K ﹤0.01%
12,650
-3,750
-23% -$85K
XHB icon
972
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$298K ﹤0.01%
2,707
-100
-4% -$9.99K
SM icon
973
SM Energy
SM
$7.6B
$297K ﹤0.01%
5,872
– –
WHR icon
974
Whirlpool
WHR
$2.49B
$296K ﹤0.01%
2,484
-236
-9% -$26.3K
PSA icon
975
Public Storage
PSA
$61.5B
$296K ﹤0.01%
1,034
+51
+5% +$14.6K
37 38
39
40 41

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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.