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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
FTRE icon
1101
Fortrea Holdings
FTRE
$1.93B
$230K ﹤0.01%
12,514
-1
-0% -$19
INDB icon
1102
Independent Bank
INDB
$4.04B
$230K ﹤0.01%
3,685
+10
+0.3% +$667
XMLV icon
1103
Invesco S&P MidCap Low Volatility ETF
XMLV
$762M
$229K ﹤0.01%
3,805
-28
-0.7% -$1.75K
PB icon
1104
Prosperity Bancshares
PB
$8.9B
$229K ﹤0.01%
3,069
+128
+4% +$9.88K
FVD icon
1105
First Trust Value Line Dividend Fund
FVD
$8.44B
$229K ﹤0.01%
5,277
-1,000
-16% -$45.3K
SPRY icon
1106
ARS Pharmaceuticals
SPRY
$579M
$229K ﹤0.01%
20,000
– –
BKH icon
1107
Black Hills Corp
BKH
$5.55B
$227K ﹤0.01%
4,044
– –
GXO icon
1108
GXO Logistics
GXO
$5.93B
$227K ﹤0.01%
5,078
+80
+2% +$4.41K
VRP icon
1109
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$227K ﹤0.01%
9,370
– –
PRI icon
1110
Primerica
PRI
$10.1B
$226K ﹤0.01%
813
+78
+11% +$22.1K
SPDW icon
1111
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$226K ﹤0.01%
6,550
+3,410
+109% +$122K
GNR icon
1112
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$225K ﹤0.01%
4,444
+219
+5% +$12K
BY icon
1113
Byline Bancorp
BY
$1.78B
$225K ﹤0.01%
8,088
– –
AIQ icon
1114
Global X Artificial Intelligence & Technology ETF
AIQ
$8.89B
$225K ﹤0.01%
5,789
– –
TRC icon
1115
Tejon Ranch
TRC
$460M
$225K ﹤0.01%
14,223
+100
+0.7% +$1.61K
IGLB icon
1116
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$225K ﹤0.01%
4,604
-304
-6% -$15.6K
APA icon
1117
APA Corp
APA
$13B
$224K ﹤0.01%
9,479
-1,417
-13% -$33.1K
XT icon
1118
iShares Future Exponential Technologies ETF
XT
$3.7B
$224K ﹤0.01%
3,708
+194
+6% +$11.8K
ITB icon
1119
iShares US Home Construction ETF
ITB
$2.32B
$223K ﹤0.01%
2,172
– –
TOST icon
1120
Toast
TOST
$18.9B
$223K ﹤0.01%
5,998
+2,011
+50% +$70.7K
GSK icon
1121
GSK
GSK
$107B
$223K ﹤0.01%
6,612
-3,758
-36% -$135K
BIV icon
1122
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$223K ﹤0.01%
2,990
+798
+36% +$60.7K
DON icon
1123
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$222K ﹤0.01%
4,377
+19
+0.4% +$997
ENPH icon
1124
Enphase Energy
ENPH
$4.62B
$222K ﹤0.01%
3,183
-2,121
-40% -$168K
ICSH icon
1125
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$220K ﹤0.01%
4,358
-3,304
-43% -$167K
43 44
45
46 47

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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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.