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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
HEES
1176
DELISTED
H&E Equipment Services
HEES
$190K ﹤0.01%
4,172
+1,166
+39% +$63.5K
AA icon
1177
Alcoa
AA
$11.3B
$190K ﹤0.01%
5,279
-199
-4% -$8.27K
OHI icon
1178
Omega Healthcare
OHI
$15.3B
$189K ﹤0.01%
5,000
-177
-3% -$7.07K
BGRN icon
1179
iShares USD Green Bond ETF
BGRN
$497M
$189K ﹤0.01%
4,070
– –
CPB icon
1180
Campbell Soup
CPB
$6.85B
$189K ﹤0.01%
4,811
-404
-8% -$18.3K
SEDG icon
1181
SolarEdge
SEDG
$2.37B
$188K ﹤0.01%
12,570
– –
LBRDA icon
1182
Liberty Broadband Class A
LBRDA
$4.89B
$187K ﹤0.01%
2,471
+1,096
+80% +$90.7K
MOG.A icon
1183
Moog Inc Class A
MOG.A
$12.4B
$186K ﹤0.01%
917
+10
+1% +$2.05K
VLY icon
1184
Valley National Bancorp
VLY
$7.9B
$186K ﹤0.01%
20,677
+9,714
+89% +$94.2K
CIVI
1185
DELISTED
Civitas Resources
CIVI
$185K ﹤0.01%
3,776
+1,589
+73% +$79.2K
WD icon
1186
Walker & Dunlop
WD
$1.73B
$184K ﹤0.01%
2,000
– –
PJP icon
1187
Invesco Pharmaceuticals ETF
PJP
$445M
$184K ﹤0.01%
2,200
– –
HOOD icon
1188
Robinhood
HOOD
$80.7B
$184K ﹤0.01%
4,505
+1,372
+44% +$44.3K
CVE icon
1189
Cenovus Energy
CVE
$54.2B
$184K ﹤0.01%
11,991
+7,669
+177% +$123K
KPLT icon
1190
Katapult Holdings
KPLT
$30.3M
$182K ﹤0.01%
26,835
+10,234
+62% +$78.4K
PICK icon
1191
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
$182K ﹤0.01%
5,169
+1
+0% +$40
DBX icon
1192
Dropbox
DBX
$7.78B
$182K ﹤0.01%
6,110
– –
OGN icon
1193
Organon & Co
OGN
$3.56B
$181K ﹤0.01%
11,283
+2,210
+24% +$36K
EXPE icon
1194
Expedia Group
EXPE
$36.5B
$180K ﹤0.01%
986
-35
-3% -$6.03K
DFAX icon
1195
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.6B
$180K ﹤0.01%
7,204
-504
-7% -$13K
OCFC icon
1196
OceanFirst Financial
OCFC
$1.71B
$178K ﹤0.01%
9,870
-1,563
-14% -$29.8K
SCHH icon
1197
Schwab US REIT ETF
SCHH
$11.7B
$178K ﹤0.01%
8,588
-161
-2% -$3.6K
SCS
1198
DELISTED
Steelcase
SCS
$177K ﹤0.01%
15,670
+1
+0% +$13
L icon
1199
Loews
L
$24.5B
$177K ﹤0.01%
2,114
-94
-4% -$7.75K
TOLZ icon
1200
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$177M
$176K ﹤0.01%
3,585
+576
+19% +$29.1K
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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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.