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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
FTS icon
1076
Fortis
FTS
$29.3B
$249K ﹤0.01%
+5,942
New +$260K
DGRW icon
1077
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$249K ﹤0.01%
3,066
-152
-5% -$12.7K
INSP icon
1078
Inspire Medical Systems
INSP
$1.47B
$248K ﹤0.01%
1,160
-125
-10% -$24.3K
IYF icon
1079
iShares US Financials ETF
IYF
$4.65B
$248K ﹤0.01%
2,228
+1,320
+145% +$147K
ARCB icon
1080
ArcBest
ARCB
$3.15B
$248K ﹤0.01%
2,616
-958
-27% -$101K
WHR icon
1081
Whirlpool
WHR
$2.49B
$247K ﹤0.01%
2,181
-16,432
-88% -$1.81M
ARQQ icon
1082
Arqit Quantum
ARQQ
$270M
$246K ﹤0.01%
+10,000
New +$148K
VTIP icon
1083
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$246K ﹤0.01%
5,064
-8,356
-62% -$408K
RAMP icon
1084
LiveRamp
RAMP
$2.29B
$245K ﹤0.01%
8,104
+3,652
+82% +$102K
OLED icon
1085
Universal Display
OLED
$3.75B
$245K ﹤0.01%
1,615
+85
+6% +$15.1K
ETV
1086
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
$245K ﹤0.01%
17,162
-3,150
-16% -$44.5K
CRTO icon
1087
Criteo
CRTO
$1.14B
$245K ﹤0.01%
6,258
+1,490
+31% +$59.4K
PTLC icon
1088
Pacer Trendpilot US Large Cap ETF
PTLC
$3.19B
$244K ﹤0.01%
4,543
-446
-9% -$24.1K
AEM icon
1089
Agnico Eagle Mines
AEM
$72.2B
$243K ﹤0.01%
2,919
+174
+6% +$14.3K
EL icon
1090
Estee Lauder
EL
$30.4B
$242K ﹤0.01%
3,282
+100
+3% +$7.9K
AMBA icon
1091
Ambarella
AMBA
$3.04B
$241K ﹤0.01%
3,160
+3,000
+1,875% +$191K
KCE icon
1092
State Street SPDR S&P Capital Markets ETF
KCE
$450M
$240K ﹤0.01%
1,742
+318
+22% +$44K
CCL icon
1093
Carnival Corporation Ltd
CCL
$38.1B
$237K ﹤0.01%
9,790
+355
+4% +$8.31K
WOMN icon
1094
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.5M
$235K ﹤0.01%
6,089
– –
ATO icon
1095
Atmos Energy
ATO
$29.7B
$235K ﹤0.01%
1,684
-231
-12% -$32.9K
FNDE icon
1096
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$235K ﹤0.01%
8,148
+972
+14% +$30.3K
EMHY icon
1097
iShares JPMorgan EM High Yield Bond ETF
EMHY
$617M
$234K ﹤0.01%
6,108
+108
+2% +$4.17K
PWB icon
1098
Invesco Large Cap Growth ETF
PWB
$2.17B
$234K ﹤0.01%
2,277
– –
IBDR icon
1099
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$233K ﹤0.01%
9,683
+6,206
+178% +$150K
VOX icon
1100
Vanguard Communication Services ETF
VOX
$5.68B
$232K ﹤0.01%
1,476
+503
+52% +$76.8K
42 43
44
45 46

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Comerica Bank
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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
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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.