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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRI icon
1151
Thomson Reuters
TRI
$45.1B
$178K ﹤0.01%
1,044
+6
+0.6% +$995
IRT icon
1152
Independence Realty Trust
IRT
$3.93B
$177K ﹤0.01%
9,444
+5,331
+130% +$89.1K
BUG icon
1153
Global X Cybersecurity ETF
BUG
$1.26B
$177K ﹤0.01%
5,946
-2,995
-33% -$85.9K
ZBRA icon
1154
Zebra Technologies
ZBRA
$13.5B
$176K ﹤0.01%
559
-2,019
-78% -$614K
SLF icon
1155
Sun Life Financial
SLF
$46.6B
$176K ﹤0.01%
3,574
-10
-0.3% -$507
BCE icon
1156
BCE
BCE
$20.3B
$176K ﹤0.01%
5,534
-2,629
-32% -$87.6K
CRMD icon
1157
CorMedix
CRMD
$577M
$176K ﹤0.01%
42,000
– –
NZF icon
1158
Nuveen Municipal Credit Income Fund
NZF
$2.42B
$175K ﹤0.01%
14,157
– –
SCHH icon
1159
Schwab US REIT ETF
SCHH
$11.7B
$175K ﹤0.01%
8,760
+1,487
+20% +$29K
INSP icon
1160
Inspire Medical Systems
INSP
$1.5B
$175K ﹤0.01%
1,285
-100
-7% -$18.9K
MOD icon
1161
Modine Manufacturing
MOD
$11B
$174K ﹤0.01%
1,650
-589
-26% -$56.5K
CTSO icon
1162
Cytosorbents Corp
CTSO
$23.3M
$174K ﹤0.01%
172,649
– –
EFOR
1163
Everforth Inc
EFOR
$953M
$174K ﹤0.01%
1,995
+16
+0.8% +$1.53K
ROCK icon
1164
Gibraltar Industries
ROCK
$1.39B
$174K ﹤0.01%
2,554
+60
+2% +$4.37K
DASH icon
1165
DoorDash
DASH
$85.2B
$174K ﹤0.01%
1,592
+273
+21% +$32.9K
BBWI icon
1166
Bath & Body Works
BBWI
$4.13B
$173K ﹤0.01%
4,627
-227
-5% -$10.4K
DOCN icon
1167
DigitalOcean
DOCN
$13.2B
$173K ﹤0.01%
5,000
-1,000
-17% -$35.6K
AXON
1168
Axon Enterprise
AXON
$44.1B
$173K ﹤0.01%
573
-735
-56% -$219K
GAM
1169
General American Investors Company
GAM
$1.54B
$173K ﹤0.01%
3,439
– –
IXC icon
1170
iShares Global Energy ETF
IXC
$2.68B
$173K ﹤0.01%
4,191
– –
VIGI icon
1171
Vanguard International Dividend Appreciation ETF
VIGI
$9.04B
$173K ﹤0.01%
2,101
+1,501
+250% +$121K
SCHP icon
1172
Schwab US TIPS ETF
SCHP
$16.4B
$172K ﹤0.01%
6,614
+4,472
+209% +$116K
BLDR icon
1173
Builders FirstSource
BLDR
$7.93B
$172K ﹤0.01%
1,280
+2
+0.2% +$340
ALV icon
1174
Autoliv
ALV
$9.09B
$172K ﹤0.01%
1,594
-108
-6% -$12.8K
LFUS icon
1175
Littelfuse
LFUS
$9.91B
$172K ﹤0.01%
679
-1,905
-74% -$472K
45 46
47
48 49

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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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.