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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
SOXX icon
976
iShares Semiconductor ETF
SOXX
$38.4B
$344K ﹤0.01%
1,539
-1,126
-42% -$251K
DVA icon
977
DaVita
DVA
$15.5B
$339K ﹤0.01%
2,205
-7
-0.3% -$1.1K
DFUS
978
Dimensional US Equity ETF
DFUS
$20.3B
$339K ﹤0.01%
5,280
-2,336
-31% -$150K
IBCP icon
979
Independent Bank Corp
IBCP
$796M
$337K ﹤0.01%
10,000
– –
IBTG icon
980
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$335K ﹤0.01%
14,700
– –
JBL icon
981
Jabil
JBL
$30.1B
$334K ﹤0.01%
2,169
+240
+12% +$31.5K
RXST icon
982
RxSight
RXST
$254M
$333K ﹤0.01%
+9,663
New +$436K
IDA icon
983
Idacorp
IDA
$8B
$333K ﹤0.01%
3,013
-452
-13% -$49.7K
FLO icon
984
Flowers Foods
FLO
$1.58B
$331K ﹤0.01%
16,586
+80
+0.5% +$1.76K
DFIV icon
985
Dimensional International Value ETF
DFIV
$20.9B
$330K ﹤0.01%
9,209
-331
-3% -$12.1K
FIX icon
986
Comfort Systems
FIX
$53.5B
$329K ﹤0.01%
732
-8
-1% -$3.51K
VWOB icon
987
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$329K ﹤0.01%
5,190
+415
+9% +$26.8K
GIL icon
988
Gildan
GIL
$9.49B
$327K ﹤0.01%
6,966
+6,455
+1,263% +$311K
VTWO icon
989
Vanguard Russell 2000 ETF
VTWO
$17.2B
$326K ﹤0.01%
3,639
+1,187
+48% +$110K
IP icon
990
International Paper
IP
$22.6B
$325K ﹤0.01%
5,944
-880
-13% -$47.2K
ZBRA icon
991
Zebra Technologies
ZBRA
$13.5B
$325K ﹤0.01%
818
+69
+9% +$26.7K
SHM icon
992
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$324K ﹤0.01%
6,837
-288
-4% -$13.7K
VIOV icon
993
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$323K ﹤0.01%
3,484
-1,200
-26% -$114K
EXPD icon
994
Expeditors International
EXPD
$22.3B
$321K ﹤0.01%
2,847
-954
-25% -$114K
QQQM icon
995
Invesco NASDAQ 100 ETF
QQQM
$93B
$320K ﹤0.01%
1,507
+709
+89% +$148K
HRL icon
996
Hormel Foods
HRL
$14.2B
$320K ﹤0.01%
10,500
+561
+6% +$17.6K
RSPG icon
997
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$553M
$319K ﹤0.01%
+4,011
New +$320K
AX icon
998
Axos Financial
AX
$5.58B
$319K ﹤0.01%
4,625
– –
SNV
999
DELISTED
Synovus
SNV
$318K ﹤0.01%
6,065
-475
-7% -$24.6K
WTV icon
1000
WisdomTree US Value Fund
WTV
$3.23B
$317K ﹤0.01%
3,774
– –
38 39
40
41 42

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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.