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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
CMG icon
76
Chipotle Mexican Grill
CMG
$40.8B
$203M 0.37%
3,510,992
-95,635
-3% -$5.76M
SPY icon
77
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$203M 0.37%
344,180
+104,627
+44% +$61.6M
JEPI icon
78
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
$199M 0.36%
3,440,098
+22,924
+0.7% +$1.36M
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.07T
$195M 0.35%
431,918
-12,626
-3% -$5.83M
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$192M 0.35%
4,410,231
+619,465
+16% +$28.8M
ABBV icon
81
AbbVie
ABBV
$458B
$188M 0.34%
1,054,103
-23,714
-2% -$4.36M
CTAS icon
82
Cintas
CTAS
$82.4B
$185M 0.33%
958,386
-27,438
-3% -$5.77M
PANW icon
83
Palo Alto Networks
PANW
$264B
$181M 0.33%
1,046,899
-418,295
-29% -$79M
AMP icon
84
Ameriprise Financial
AMP
$46.8B
$181M 0.33%
337,965
-4,132
-1% -$2.21M
VEA icon
85
Vanguard FTSE Developed Markets ETF
VEA
$226B
$177M 0.32%
3,676,943
+71,296
+2% +$3.58M
MRVL icon
86
Marvell Technology
MRVL
$174B
$177M 0.32%
1,494,622
+897,839
+150% +$83.4M
VTV icon
87
Vanguard Value ETF
VTV
$189B
$174M 0.31%
1,020,025
+19,176
+2% +$3.37M
MDLZ icon
88
Mondelez International
MDLZ
$77.7B
$168M 0.31%
2,885,587
-119,082
-4% -$7.88M
TRGP icon
89
Targa Resources
TRGP
$60.4B
$168M 0.3%
875,189
+30,904
+4% +$5.54M
NFLX icon
90
Netflix
NFLX
$292B
$161M 0.29%
1,836,850
-51,460
-3% -$4.24M
IWB icon
91
iShares Russell 1000 ETF
IWB
$47.7B
$160M 0.29%
493,563
+101,904
+26% +$33M
ZTS icon
92
Zoetis
ZTS
$31.6B
$157M 0.28%
949,714
-25,376
-3% -$4.54M
PH icon
93
Parker-Hannifin
PH
$125B
$146M 0.26%
227,317
+1,870
+0.8% +$1.24M
ORLY icon
94
O'Reilly Automotive
ORLY
$72.4B
$144M 0.26%
1,787,715
-59,220
-3% -$4.77M
BRO icon
95
Brown & Brown
BRO
$22.9B
$143M 0.26%
1,391,002
-21,676
-2% -$2.31M
MPLX icon
96
MPLX
MPLX
$59.5B
$141M 0.26%
2,907,006
+20,941
+0.7% +$974K
BN icon
97
Brookfield
BN
$102B
$141M 0.26%
3,614,117
-25,591
-0.7% -$964K
EQIX icon
98
Equinix
EQIX
$107B
$136M 0.25%
143,231
-1,880
-1% -$1.73M
MELI icon
99
Mercado Libre
MELI
$91.3B
$134M 0.24%
76,880
-38,953
-34% -$75.9M
SCHW
100
Charles Schwab
SCHW
$177B
$131M 0.24%
1,795,392
-39,233
-2% -$2.94M
2 3
4
5 6

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CWM
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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
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PPFA
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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.