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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
MTB icon
1001
M&T Bank
MTB
$36.3B
$316K ﹤0.01%
1,652
+96
+6% +$19.1K
FSK icon
1002
FS KKR Capital
FSK
$3.01B
$315K ﹤0.01%
14,723
– –
EA icon
1003
Electronic Arts
EA
$52.4B
$313K ﹤0.01%
2,174
+290
+15% +$44.6K
HII icon
1004
Huntington Ingalls Industries
HII
$11B
$310K ﹤0.01%
1,636
-42
-3% -$9.07K
DSGX icon
1005
Descartes Systems
DSGX
$6.68B
$310K ﹤0.01%
2,739
+717
+35% +$80K
VTRS icon
1006
Viatris
VTRS
$20.8B
$310K ﹤0.01%
25,892
+3,651
+16% +$44.9K
MTCH icon
1007
Match Group
MTCH
$9.19B
$307K ﹤0.01%
9,627
+7,000
+266% +$240K
MRNA icon
1008
Moderna
MRNA
$21.6B
$304K ﹤0.01%
7,046
+2,979
+73% +$142K
AHR icon
1009
American Healthcare REIT
AHR
$11.1B
$302K ﹤0.01%
10,658
+5
+0% +$134
P
1010
Everpure Inc
P
$23B
$302K ﹤0.01%
4,696
+550
+13% +$30.6K
B
1011
Barrick Mining
B
$60.9B
$301K ﹤0.01%
18,984
+1,220
+7% +$22.2K
EBAY icon
1012
eBay
EBAY
$51.2B
$301K ﹤0.01%
4,330
+1,105
+34% +$70.2K
PIPR icon
1013
Piper Sandler
PIPR
$4.99B
$295K ﹤0.01%
3,968
+16
+0.4% +$1.25K
BIL icon
1014
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$294K ﹤0.01%
3,218
+429
+15% +$39.3K
TTWO icon
1015
Take-Two Interactive
TTWO
$46.1B
$294K ﹤0.01%
1,600
+674
+73% +$117K
BUSE icon
1016
First Busey Corp
BUSE
$2.6B
$294K ﹤0.01%
12,977
– –
SCHE icon
1017
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$293K ﹤0.01%
11,098
+652
+6% +$18.4K
RBRK icon
1018
Rubrik
RBRK
$14.8B
$292K ﹤0.01%
4,621
-65
-1% -$3.21K
KEY icon
1019
KeyCorp
KEY
$23.8B
$292K ﹤0.01%
17,050
+731
+4% +$13.1K
SM icon
1020
SM Energy
SM
$7.6B
$291K ﹤0.01%
6,823
+499
+8% +$21.1K
PNW icon
1021
Pinnacle West Capital
PNW
$12.4B
$291K ﹤0.01%
3,480
+13
+0.4% +$1.15K
XLB icon
1022
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$291K ﹤0.01%
6,914
+84
+1% +$3.89K
RF icon
1023
Regions Financial
RF
$26.4B
$290K ﹤0.01%
12,192
-1,396
-10% -$34.5K
GDDY icon
1024
GoDaddy
GDDY
$13.9B
$289K ﹤0.01%
1,468
+175
+14% +$32K
SWKS icon
1025
Skyworks Solutions
SWKS
$9.2B
$289K ﹤0.01%
3,119
-2,547
-45% -$231K
39 40
41
42 43

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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 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.