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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATKR icon
1201
Atkore
ATKR
$2.41B
$164K ﹤0.01%
+848
New +$136K
TRI icon
1202
Thomson Reuters
TRI
$46.4B
$164K ﹤0.01%
+1,038
New +$162K
NAMS icon
1203
NewAmsterdam Pharma
NAMS
$3.26B
$163K ﹤0.01%
+7,640
New +$155K
ICLN icon
1204
iShares Global Clean Energy ETF
ICLN
$2.22B
$161K ﹤0.01%
11,545
-302
-3% -$4.25K
IGF icon
1205
iShares Global Infrastructure ETF
IGF
$10.9B
$161K ﹤0.01%
3,385
-19,447
-85% -$893K
EMN icon
1206
Eastman Chemical
EMN
$7.69B
$161K ﹤0.01%
+1,603
New +$141K
ABM icon
1207
ABM Industries
ABM
$2.89B
$161K ﹤0.01%
+3,600
New +$151K
WMS icon
1208
Advanced Drainage Systems
WMS
$10.6B
$161K ﹤0.01%
+942
New +$142K
GAM
1209
General American Investors Company
GAM
$1.54B
$160K ﹤0.01%
+3,439
New +$152K
COLB icon
1210
Columbia Banking Systems
COLB
$8.71B
$160K ﹤0.01%
8,478
-2,194
-21% -$45.1K
VNT icon
1211
Vontier
VNT
$4.54B
$160K ﹤0.01%
+3,525
New +$137K
ACI icon
1212
Albertsons Companies
ACI
$5.85B
$159K ﹤0.01%
+7,467
New +$160K
MOH icon
1213
Molina Healthcare
MOH
$10.4B
$158K ﹤0.01%
392
-936
-70% -$363K
WWD icon
1214
Woodward
WWD
$23B
$158K ﹤0.01%
+1,033
New +$145K
JEPQ icon
1215
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$37.9B
$158K ﹤0.01%
2,927
-3,015
-51% -$157K
ARKK icon
1216
ARK Innovation ETF
ARKK
$5.59B
$157K ﹤0.01%
+3,190
New +$156K
NANR icon
1217
State Street SPDR S&P North American Natural Resources ETF
NANR
$746M
$157K ﹤0.01%
+2,850
New +$141K
CTSO icon
1218
Cytosorbents Corp
CTSO
$22.2M
$157K ﹤0.01%
172,649
– –
SHAK icon
1219
Shake Shack
SHAK
$2.54B
$155K ﹤0.01%
+1,457
New +$128K
EPAC icon
1220
Enerpac Tool Group
EPAC
$1.86B
$154K ﹤0.01%
+4,343
New +$140K
AVUV icon
1221
Avantis US Small Cap Value ETF
AVUV
$30.3B
$154K ﹤0.01%
+1,657
New +$147K
ADNT icon
1222
Adient
ADNT
$1.69B
$153K ﹤0.01%
+4,803
New +$163K
GSHD icon
1223
Goosehead Insurance
GSHD
$2.51B
$153K ﹤0.01%
2,225
-575
-21% -$43.9K
NTES icon
1224
NetEase
NTES
$83B
$153K ﹤0.01%
+1,549
New +$158K
ESAB icon
1225
ESAB
ESAB
$5.37B
$153K ﹤0.01%
+1,382
New +$129K
47 48
49
50 51

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
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CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.