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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
GNRC icon
1176
Generac Holdings
GNRC
$11.5B
$172K ﹤0.01%
1,207
+134
+12% +$18.5K
EMXC icon
1177
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.8B
$172K ﹤0.01%
2,810
+1,041
+59% +$59.9K
ITUB icon
1178
Itaú Unibanco
ITUB
$91.6B
$172K ﹤0.01%
32,497
+508
+2% +$2.78K
SUI icon
1179
Sun Communities
SUI
$15.3B
$171K ﹤0.01%
1,457
-409
-22% -$48.6K
MNRO icon
1180
Monro
MNRO
$537M
$171K ﹤0.01%
7,610
– –
ALDX icon
1181
Aldeyra Therapeutics
ALDX
$95.3M
$170K ﹤0.01%
+51,458
New +$202K
P
1182
Everpure Inc
P
$24.3B
$170K ﹤0.01%
2,606
-944
-27% -$54.6K
FELV icon
1183
Fidelity Enhanced Large Cap Value ETF
FELV
$3.26B
$170K ﹤0.01%
5,967
+15
+0.3% +$427
MGEE icon
1184
MGE Energy Inc
MGEE
$3.09B
$170K ﹤0.01%
2,241
+3
+0.1% +$234
STAA icon
1185
STAAR Surgical
STAA
$1.13B
$169K ﹤0.01%
3,928
-844
-18% -$37K
OGN icon
1186
Organon & Co
OGN
$3.55B
$169K ﹤0.01%
8,403
-705
-8% -$14K
VRNT
1187
DELISTED
Verint Systems
VRNT
$168K ﹤0.01%
5,398
-930
-15% -$29.6K
MYRG icon
1188
MYR Group
MYRG
$5.31B
$168K ﹤0.01%
1,255
+1,225
+4,083% +$191K
SPB icon
1189
Spectrum Brands
SPB
$2.08B
$168K ﹤0.01%
1,988
– –
OHI icon
1190
Omega Healthcare
OHI
$15.4B
$167K ﹤0.01%
4,960
-900
-15% -$28.4K
JD icon
1191
JD.com
JD
$42.9B
$167K ﹤0.01%
6,317
-1,884
-23% -$55.3K
PXH icon
1192
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$167K ﹤0.01%
8,080
+5,074
+169% +$103K
AIQ icon
1193
Global X Artificial Intelligence & Technology ETF
AIQ
$9.09B
$167K ﹤0.01%
4,529
+4,329
+2,165% +$147K
ACI icon
1194
Albertsons Companies
ACI
$5.67B
$166K ﹤0.01%
8,467
+1,000
+13% +$20.4K
PDD icon
1195
Pinduoduo
PDD
$122B
$165K ﹤0.01%
1,228
+53
+5% +$7.18K
BF.A icon
1196
Brown-Forman Class A
BF.A
$13.4B
$165K ﹤0.01%
3,823
– –
IDEV icon
1197
iShares Core MSCI International Developed Markets ETF
IDEV
$31.3B
$165K ﹤0.01%
2,463
+2
+0.1% +$133
NBIX icon
1198
Neurocrine Biosciences
NBIX
$18.4B
$164K ﹤0.01%
1,155
-6,472
-85% -$888K
PI icon
1199
Impinj
PI
$4.05B
$164K ﹤0.01%
1,000
– –
IEF icon
1200
iShares 7-10 Year Treasury Bond ETF
IEF
$47.4B
$164K ﹤0.01%
1,742
-2,039
-54% -$189K
46 47
48
49 50

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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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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.