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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XT icon
1101
iShares Future Exponential Technologies ETF
XT
$3.7B
$210K ﹤0.01%
3,514
-2,197
-38% -$129K
DON icon
1102
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$209K ﹤0.01%
4,321
-1,162
-21% -$53.3K
LYB icon
1103
LyondellBasell Industries
LYB
$19.5B
$209K ﹤0.01%
2,044
-308
-13% -$30K
TTWO icon
1104
Take-Two Interactive
TTWO
$46.1B
$207K ﹤0.01%
1,381
-159
-10% -$24.7K
EVH icon
1105
Evolent Health
EVH
$371M
$205K ﹤0.01%
6,435
-700
-10% -$22.3K
VRNT
1106
DELISTED
Verint Systems
VRNT
$205K ﹤0.01%
+6,328
New +$189K
IBDQ
1107
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$205K ﹤0.01%
+8,308
New +$206K
ALV icon
1108
Autoliv
ALV
$9.14B
$205K ﹤0.01%
+1,702
New +$190K
CW icon
1109
Curtiss-Wright
CW
$25.1B
$204K ﹤0.01%
795
-300
-27% -$69.7K
XLC icon
1110
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$204K ﹤0.01%
2,482
-574
-19% -$44.7K
SPIB icon
1111
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$204K ﹤0.01%
+6,282
New +$205K
GSBD icon
1112
Goldman Sachs BDC
GSBD
$997M
$203K ﹤0.01%
13,566
– –
PWB icon
1113
Invesco Large Cap Growth ETF
PWB
$2.17B
$203K ﹤0.01%
+2,277
New +$193K
SPEM icon
1114
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$203K ﹤0.01%
+5,600
New +$197K
BIL icon
1115
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$203K ﹤0.01%
+2,223
New +$204K
LECO icon
1116
Lincoln Electric
LECO
$14.1B
$202K ﹤0.01%
801
-347
-30% -$82K
EFOR
1117
Everforth Inc
EFOR
$960M
$202K ﹤0.01%
+1,979
New +$191K
LKQ icon
1118
LKQ Corp
LKQ
$6.72B
$202K ﹤0.01%
+3,803
New +$189K
ALE
1119
DELISTED
Allete
ALE
$202K ﹤0.01%
3,390
-2,233
-40% -$131K
EPP icon
1120
iShares MSCI Pacific ex Japan ETF
EPP
$2.21B
$202K ﹤0.01%
4,720
-2,650
-36% -$112K
OSBC icon
1121
Old Second Bancorp
OSBC
$1.29B
$201K ﹤0.01%
14,820
-500
-3% -$6.99K
BF.A icon
1122
Brown-Forman Class A
BF.A
$13.7B
$200K ﹤0.01%
3,823
-10,000
-72% -$572K
CACC icon
1123
Credit Acceptance
CACC
$5.82B
$200K ﹤0.01%
+367
New +$201K
IDA icon
1124
Idacorp
IDA
$8B
$200K ﹤0.01%
2,168
-248
-10% -$22.7K
VPL icon
1125
Vanguard FTSE Pacific ETF
VPL
$7.77B
$199K ﹤0.01%
+2,649
New +$194K
43 44
45
46 47

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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 Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.