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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
VPU
1126
Vanguard Utilities ETF
VPU
$8.56B
$219K ﹤0.01%
1,332
– –
NMFC icon
1127
New Mountain Finance
NMFC
$654M
$218K ﹤0.01%
19,825
– –
HAL icon
1128
Halliburton
HAL
$26.1B
$218K ﹤0.01%
8,065
+2,042
+34% +$59.7K
ACI icon
1129
Albertsons Companies
ACI
$5.91B
$218K ﹤0.01%
10,954
+404
+4% +$7.66K
BWXT icon
1130
BWX Technologies
BWXT
$14.4B
$217K ﹤0.01%
1,899
-4,911
-72% -$600K
VPL icon
1131
Vanguard FTSE Pacific ETF
VPL
$7.77B
$216K ﹤0.01%
3,021
+477
+19% +$35.6K
KHC icon
1132
Kraft Heinz
KHC
$32.8B
$216K ﹤0.01%
7,279
-957
-12% -$31.4K
WU icon
1133
Western Union
WU
$2.53B
$214K ﹤0.01%
20,540
– –
OTTR icon
1134
Otter Tail
OTTR
$3.81B
$214K ﹤0.01%
2,879
– –
TEAM icon
1135
Atlassian
TEAM
$26.5B
$213K ﹤0.01%
871
-16,470
-95% -$3.77M
OABI icon
1136
OmniAb
OABI
$283M
$213K ﹤0.01%
59,584
– –
SDOG icon
1137
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
$213K ﹤0.01%
3,760
+682
+22% +$40.2K
HAPN
1138
Happen Inc
HAPN
$2.14B
$212K ﹤0.01%
13,287
-2,026
-13% -$29.9K
GSHD icon
1139
Goosehead Insurance
GSHD
$1.68B
$210K ﹤0.01%
2,025
– –
SNX icon
1140
TD Synnex
SNX
$19.9B
$210K ﹤0.01%
1,720
-105
-6% -$12.6K
OMCL icon
1141
Omnicell
OMCL
$1.88B
$210K ﹤0.01%
4,870
– –
USPH icon
1142
US Physical Therapy
USPH
$1.22B
$209K ﹤0.01%
2,349
+10
+0.4% +$891
BIIB icon
1143
Biogen
BIIB
$30.9B
$209K ﹤0.01%
1,384
-148
-10% -$25K
NPO icon
1144
Enpro
NPO
$6.26B
$208K ﹤0.01%
1,262
-352
-22% -$59.5K
IBKR icon
1145
Interactive Brokers
IBKR
$38.4B
$207K ﹤0.01%
4,344
-1,176
-21% -$49.5K
EWA icon
1146
iShares MSCI Australia ETF
EWA
$1.38B
$207K ﹤0.01%
8,500
– –
BBVA icon
1147
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$207K ﹤0.01%
20,353
-121
-0.6% -$1.2K
GTES icon
1148
Gates Industrial Corporation Ltd.
GTES
$6.31B
$205K ﹤0.01%
10,199
+4,199
+70% +$84.7K
VOOG icon
1149
Vanguard S&P 500 Growth ETF
VOOG
$24.7B
$204K ﹤0.01%
3,300
-66
-2% -$3.96K
CWK icon
1150
Cushman & Wakefield Ltd
CWK
$3.16B
$203K ﹤0.01%
16,681
+3,567
+27% +$49.5K
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 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.