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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
LEN.B icon
1026
Lennar Class B
LEN.B
$19.9B
$289K ﹤0.01%
2,364
+5
+0.2% +$752
MTUM icon
1027
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$288K ﹤0.01%
1,371
+454
+50% +$95.1K
CXT icon
1028
Crane NXT
CXT
$2.99B
$288K ﹤0.01%
4,680
-1,628
-26% -$93.5K
BBY icon
1029
Best Buy
BBY
$19B
$286K ﹤0.01%
3,395
+167
+5% +$15.2K
QQQJ icon
1030
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
$285K ﹤0.01%
9,032
– –
FE icon
1031
FirstEnergy
FE
$28.4B
$284K ﹤0.01%
7,141
-554
-7% -$23.2K
TU icon
1032
Telus
TU
$17.4B
$284K ﹤0.01%
20,410
+19,160
+1,533% +$296K
WELL icon
1033
Welltower
WELL
$173B
$284K ﹤0.01%
2,242
+496
+28% +$65.1K
PDI icon
1034
PIMCO Dynamic Income Fund
PDI
$7.35B
$283K ﹤0.01%
15,073
-80
-0.5% -$1.55K
FELV icon
1035
Fidelity Enhanced Large Cap Value ETF
FELV
$3.24B
$282K ﹤0.01%
9,202
+2,705
+42% +$85.3K
SWK icon
1036
Stanley Black & Decker
SWK
$14.5B
$280K ﹤0.01%
3,437
+112
+3% +$10.4K
STAG icon
1037
STAG Industrial
STAG
$7.44B
$280K ﹤0.01%
8,400
-2,188
-21% -$80.1K
SSO icon
1038
ProShares Ultra S&P500
SSO
$7.52B
$279K ﹤0.01%
5,978
– –
IQLT icon
1039
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$279K ﹤0.01%
7,432
-1,091
-13% -$42.7K
DT icon
1040
Dynatrace
DT
$12.7B
$278K ﹤0.01%
5,316
-59,371
-92% -$3.24M
LNC icon
1041
Lincoln National
LNC
$7.92B
$277K ﹤0.01%
8,833
– –
RDVY icon
1042
First Trust Rising Dividend Achievers ETF
RDVY
$24.4B
$277K ﹤0.01%
4,622
-704
-13% -$43K
TECK icon
1043
Teck Resources
TECK
$28.2B
$275K ﹤0.01%
6,625
-4,551
-41% -$213K
EEFT icon
1044
Euronet Worldwide
EEFT
$3.19B
$274K ﹤0.01%
2,742
-1,015
-27% -$103K
GHM icon
1045
Graham Corp
GHM
$1.03B
$272K ﹤0.01%
6,288
– –
EFG icon
1046
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$271K ﹤0.01%
2,767
+1,267
+84% +$129K
PSA icon
1047
Public Storage
PSA
$61.5B
$271K ﹤0.01%
916
-114
-11% -$37.8K
MGM icon
1048
MGM Resorts International
MGM
$11.7B
$269K ﹤0.01%
8,226
-846
-9% -$32K
KRG icon
1049
Kite Realty
KRG
$5.86B
$269K ﹤0.01%
11,302
-515
-4% -$13.5K
SIRI icon
1050
SiriusXM
SIRI
$11B
$268K ﹤0.01%
12,453
+258
+2% +$6.58K
40 41
42
43 44

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.