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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
BURL icon
1151
Burlington
BURL
$23.4B
$203K ﹤0.01%
709
+177
+33% +$47.8K
COLB icon
1152
Columbia Banking Systems
COLB
$8.71B
$202K ﹤0.01%
7,455
+2,515
+51% +$72.1K
VNO icon
1153
Vornado Realty Trust
VNO
$7.65B
$202K ﹤0.01%
5,047
-550
-10% -$23.3K
MAIN icon
1154
Main Street Capital
MAIN
$5.05B
$200K ﹤0.01%
3,440
+19
+0.6% +$1.01K
CE icon
1155
Celanese
CE
$4.82B
$199K ﹤0.01%
3,059
-962
-24% -$92.5K
CATH icon
1156
Global X S&P 500 Catholic Values ETF
CATH
$1.26B
$199K ﹤0.01%
2,786
– –
USIG icon
1157
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$198K ﹤0.01%
3,965
-3,790
-49% -$194K
PSLV icon
1158
Sprott Physical Silver Trust
PSLV
$11.8B
$198K ﹤0.01%
19,660
+3,462
+21% +$36.5K
IWC icon
1159
iShares Micro-Cap ETF
IWC
$1.42B
$198K ﹤0.01%
1,536
– –
AVAV icon
1160
AeroVironment
AVAV
$7.19B
$197K ﹤0.01%
1,207
– –
PFG icon
1161
Principal Financial Group
PFG
$24.3B
$197K ﹤0.01%
2,512
+8
+0.3% +$674
BDC icon
1162
Belden
BDC
$3.97B
$197K ﹤0.01%
1,696
+985
+139% +$118K
EMXC icon
1163
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$196K ﹤0.01%
3,487
+424
+14% +$24.9K
NAMS icon
1164
NewAmsterdam Pharma
NAMS
$3.26B
$195K ﹤0.01%
7,640
– –
RIVN icon
1165
Rivian
RIVN
$23.6B
$195K ﹤0.01%
13,715
-3,560
-21% -$41K
MKL icon
1166
Markel Group
MKL
$25.2B
$195K ﹤0.01%
114
-2,365
-95% -$3.92M
TFLO icon
1167
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$195K ﹤0.01%
3,853
-72
-2% -$3.64K
AKAM icon
1168
Akamai
AKAM
$15.6B
$194K ﹤0.01%
2,075
-387
-16% -$38K
SHAK icon
1169
Shake Shack
SHAK
$2.54B
$194K ﹤0.01%
1,457
-58
-4% -$7.11K
NI icon
1170
NiSource
NI
$21.5B
$193K ﹤0.01%
5,305
-1,051
-17% -$37.7K
SF
1171
Stifel
SF
$12.4B
$193K ﹤0.01%
2,667
-564
-17% -$40.3K
SWX icon
1172
Southwest Gas
SWX
$6.64B
$193K ﹤0.01%
2,741
+130
+5% +$9.66K
FLS icon
1173
Flowserve
FLS
$8.94B
$193K ﹤0.01%
3,263
– –
MHK icon
1174
Mohawk Industries
MHK
$6.91B
$191K ﹤0.01%
1,613
-34
-2% -$4.75K
EXAS
1175
DELISTED
Exact Sciences
EXAS
$190K ﹤0.01%
3,357
-426
-11% -$26.5K
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 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.