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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
ROCK icon
1126
Gibraltar Industries
ROCK
$1.28B
$199K ﹤0.01%
2,494
-50
-2% -$3.98K
GUNR icon
1127
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$199K ﹤0.01%
+4,815
New +$188K
OC icon
1128
Owens Corning
OC
$11B
$198K ﹤0.01%
+1,176
New +$179K
INDB icon
1129
Independent Bank
INDB
$4.04B
$198K ﹤0.01%
3,900
-281
-7% -$15.5K
XMLV icon
1130
Invesco S&P MidCap Low Volatility ETF
XMLV
$762M
$198K ﹤0.01%
3,524
-246
-7% -$13.3K
WD icon
1131
Walker & Dunlop
WD
$1.73B
$197K ﹤0.01%
2,000
– –
ENVX icon
1132
Enovix
ENVX
$803M
$197K ﹤0.01%
28,486
+3,727
+15% +$32.4K
MTB icon
1133
M&T Bank
MTB
$36.3B
$196K ﹤0.01%
+1,370
New +$190K
BYD icon
1134
Boyd Gaming
BYD
$6.75B
$195K ﹤0.01%
+2,878
New +$183K
SLF icon
1135
Sun Life Financial
SLF
$45.6B
$193K ﹤0.01%
+3,584
New +$190K
VTWO icon
1136
Vanguard Russell 2000 ETF
VTWO
$17.2B
$193K ﹤0.01%
+2,292
New +$185K
HES
1137
DELISTED
Hess
HES
$193K ﹤0.01%
+1,245
New +$181K
WEN icon
1138
Wendy's
WEN
$1.46B
$191K ﹤0.01%
+10,288
New +$193K
EPR icon
1139
EPR Properties
EPR
$4.89B
$191K ﹤0.01%
4,560
+320
+8% +$14K
SNX icon
1140
TD Synnex
SNX
$19.9B
$191K ﹤0.01%
+1,690
New +$176K
PIPR icon
1141
Piper Sandler
PIPR
$4.99B
$190K ﹤0.01%
+3,856
New +$176K
SPRY icon
1142
ARS Pharmaceuticals
SPRY
$579M
$189K ﹤0.01%
+20,000
New +$149K
BCC icon
1143
Boise Cascade
BCC
$2.73B
$189K ﹤0.01%
+1,237
New +$167K
CHRD icon
1144
Chord Energy
CHRD
$7.68B
$189K ﹤0.01%
+1,063
New +$171K
VPU
1145
Vanguard Utilities ETF
VPU
$8.56B
$189K ﹤0.01%
+1,332
New +$180K
BGRN icon
1146
iShares USD Green Bond ETF
BGRN
$497M
$189K ﹤0.01%
+4,070
New +$190K
BFH icon
1147
Bread Financial
BFH
$4.32B
$189K ﹤0.01%
+5,243
New +$186K
REET icon
1148
iShares Global REIT ETF
REET
$5.14B
$188K ﹤0.01%
+8,064
New +$189K
MUNI icon
1149
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$188K ﹤0.01%
+3,600
New +$189K
PB icon
1150
Prosperity Bancshares
PB
$8.9B
$188K ﹤0.01%
+2,919
New +$186K
44 45
46
47 48

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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.