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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
IFF icon
1051
International Flavors & Fragrances
IFF
$20.3B
$268K ﹤0.01%
3,268
-676
-17% -$63.5K
NOG icon
1052
Northern Oil and Gas
NOG
$2.29B
$268K ﹤0.01%
6,807
+239
+4% +$9.37K
JEPQ icon
1053
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$37.9B
$267K ﹤0.01%
4,705
+1,589
+51% +$89.2K
WEN icon
1054
Wendy's
WEN
$1.46B
$267K ﹤0.01%
17,590
-2,349
-12% -$42.9K
IPG
1055
DELISTED
Interpublic Group of Companies
IPG
$266K ﹤0.01%
9,672
-2,419
-20% -$72.2K
NEM icon
1056
Newmont
NEM
$96.2B
$266K ﹤0.01%
6,792
+783
+13% +$35.7K
PKW icon
1057
Invesco BuyBack Achievers ETF
PKW
$1.72B
$266K ﹤0.01%
2,300
– –
SON icon
1058
Sonoco
SON
$5.83B
$263K ﹤0.01%
5,567
-114
-2% -$5.89K
SCHM icon
1059
Schwab US Mid-Cap ETF
SCHM
$14.2B
$263K ﹤0.01%
9,408
-1,329
-12% -$37.9K
ALDX icon
1060
Aldeyra Therapeutics
ALDX
$97.1M
$263K ﹤0.01%
51,458
– –
FNB icon
1061
FNB Corp
FNB
$6.76B
$262K ﹤0.01%
17,885
-4,027
-18% -$61.8K
PCAR icon
1062
PACCAR
PCAR
$70.5B
$262K ﹤0.01%
2,414
-468
-16% -$51.2K
PTC icon
1063
PTC
PTC
$15.3B
$262K ﹤0.01%
1,420
-403
-22% -$76.4K
EPR icon
1064
EPR Properties
EPR
$4.89B
$260K ﹤0.01%
5,787
+787
+16% +$36.1K
EME icon
1065
Emcor
EME
$29.9B
$259K ﹤0.01%
544
-387
-42% -$183K
CLMT icon
1066
Calumet Specialty Products
CLMT
$3.7B
$257K ﹤0.01%
12,000
– –
INDY icon
1067
iShares S&P India Nifty 50 Index Fund
INDY
$558M
$255K ﹤0.01%
5,033
-1,923
-28% -$102K
UNM icon
1068
Unum
UNM
$13.4B
$255K ﹤0.01%
3,491
-389
-10% -$26.8K
IYK icon
1069
iShares US Consumer Staples ETF
IYK
$1.44B
$254K ﹤0.01%
3,944
– –
CADE
1070
DELISTED
Cadence Bank
CADE
$253K ﹤0.01%
7,197
-946
-12% -$33.3K
GMF icon
1071
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$410M
$251K ﹤0.01%
2,196
– –
FULT icon
1072
Fulton Financial
FULT
$4.68B
$251K ﹤0.01%
+12,959
New +$254K
WMS icon
1073
Advanced Drainage Systems
WMS
$10.6B
$250K ﹤0.01%
2,175
+194
+10% +$26.9K
AVT icon
1074
Avnet
AVT
$6.86B
$250K ﹤0.01%
4,830
+1,297
+37% +$70.3K
NWE icon
1075
NorthWestern Energy
NWE
$4.34B
$249K ﹤0.01%
4,754
+422
+10% +$22.9K
41 42
43
44 45

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CWM
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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.