We are live on ! Find out more
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
NDSN icon
951
Nordson
NDSN
$16.4B
$370K ﹤0.01%
1,829
+87
+5% +$21.5K
CALY
952
Callaway Golf Company
CALY
$3.28B
$369K ﹤0.01%
42,683
-5,230
-11% -$47.5K
NVR icon
953
NVR
NVR
$17.1B
$368K ﹤0.01%
46
-15
-25% -$137K
INGR icon
954
Ingredion
INGR
$6.42B
$366K ﹤0.01%
2,742
-6
-0.2% -$845
PECO icon
955
Phillips Edison & Co
PECO
$5.5B
$365K ﹤0.01%
9,977
– –
STX icon
956
Seagate
STX
$173B
$364K ﹤0.01%
4,103
-96
-2% -$9.66K
CWB icon
957
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
$362K ﹤0.01%
4,616
+721
+19% +$56.9K
COWZ icon
958
Pacer US Cash Cows 100 ETF
COWZ
$19B
$361K ﹤0.01%
6,345
+1,630
+35% +$95.5K
FIVE icon
959
Five Below
FIVE
$11.6B
$361K ﹤0.01%
3,624
-2,227
-38% -$213K
IBDQ
960
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$359K ﹤0.01%
14,309
+6,005
+72% +$150K
KRE icon
961
State Street SPDR S&P Regional Banking ETF
KRE
$4.51B
$358K ﹤0.01%
5,960
– –
AIZ icon
962
Assurant
AIZ
$13.9B
$358K ﹤0.01%
1,743
+41
+2% +$8.53K
TTE icon
963
TotalEnergies
TTE
$193B
$357K ﹤0.01%
6,285
-1,490
-19% -$90.6K
ONB icon
964
Old National Bancorp
ONB
$10.2B
$356K ﹤0.01%
16,744
+615
+4% +$12.8K
CGW icon
965
Invesco S&P Global Water Index ETF
CGW
$1.05B
$354K ﹤0.01%
6,659
+33
+0.5% +$1.93K
GIB icon
966
CGI
GIB
$15.6B
$354K ﹤0.01%
3,244
+2,899
+840% +$326K
FCNCA icon
967
First Citizens BancShares
FCNCA
$24.7B
$354K ﹤0.01%
169
-8
-5% -$16.8K
AUR icon
968
Aurora
AUR
$11.7B
$353K ﹤0.01%
43,770
-1,695
-4% -$10.6K
IYC icon
969
iShares US Consumer Discretionary ETF
IYC
$1.16B
$352K ﹤0.01%
3,660
+1,060
+41% +$98.9K
MDGL icon
970
Madrigal Pharmaceuticals
MDGL
$12.6B
$350K ﹤0.01%
1,050
-2,050
-66% -$577K
BEN icon
971
Franklin Resources
BEN
$16.8B
$349K ﹤0.01%
17,624
-1,456
-8% -$30.7K
HEI icon
972
HEICO Corp
HEI
$49.6B
$348K ﹤0.01%
1,531
+111
+8% +$28.8K
LKQ icon
973
LKQ Corp
LKQ
$6.72B
$347K ﹤0.01%
9,551
+1,145
+14% +$43.8K
QMCO icon
974
Quantum Corp
QMCO
$411M
$346K ﹤0.01%
+11,000
New +$160K
DFAS icon
975
Dimensional US Small Cap ETF
DFAS
$15.3B
$345K ﹤0.01%
5,289
-1,081
-17% -$72.3K
37 38
39
40 41

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.