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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
NICE icon
1201
Nice
NICE
$6.15B
$176K ﹤0.01%
1,064
-140
-12% -$25K
SMLV icon
1202
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$260M
$176K ﹤0.01%
1,400
– –
ALLE icon
1203
Allegion
ALLE
$13.5B
$176K ﹤0.01%
1,371
+571
+71% +$80.8K
BFH icon
1204
Bread Financial
BFH
$4.32B
$176K ﹤0.01%
2,969
-248
-8% -$14K
WWD icon
1205
Woodward
WWD
$23B
$176K ﹤0.01%
965
-54
-5% -$9.22K
GAM
1206
General American Investors Company
GAM
$1.54B
$176K ﹤0.01%
3,439
– –
DES icon
1207
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$175K ﹤0.01%
5,172
– –
VGIT icon
1208
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$174K ﹤0.01%
3,011
+250
+9% +$14.7K
JBSS icon
1209
John B. Sanfilippo & Son
JBSS
$986M
$174K ﹤0.01%
2,000
– –
HES
1210
DELISTED
Hess
HES
$174K ﹤0.01%
1,244
-606
-33% -$84.6K
MTZ icon
1211
MasTec
MTZ
$22.7B
$173K ﹤0.01%
1,183
– –
IDN icon
1212
Intellicheck
IDN
$75.1M
$173K ﹤0.01%
64,336
+5,760
+10% +$14.5K
UTHR icon
1213
United Therapeutics
UTHR
$26.1B
$173K ﹤0.01%
471
+18
+4% +$6.62K
USHY icon
1214
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$172K ﹤0.01%
4,663
+3,976
+579% +$148K
WDFC icon
1215
WD-40
WDFC
$2.98B
$172K ﹤0.01%
719
-200
-22% -$53.3K
CINF icon
1216
Cincinnati Financial
CINF
$27.8B
$171K ﹤0.01%
1,207
-283
-19% -$41.3K
PSMT icon
1217
Pricesmart
PSMT
$5.94B
$171K ﹤0.01%
1,829
+548
+43% +$50K
NEA icon
1218
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$171K ﹤0.01%
15,102
+202
+1% +$2.35K
BFAM icon
1219
Bright Horizons
BFAM
$4.35B
$170K ﹤0.01%
1,476
+72
+5% +$8.66K
BLFY
1220
DELISTED
Blue Foundry Bancorp
BLFY
$170K ﹤0.01%
+18,395
New +$192K
SPB icon
1221
Spectrum Brands
SPB
$2.03B
$170K ﹤0.01%
2,006
+10
+0.5% +$905
SHV icon
1222
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$169K ﹤0.01%
1,533
+440
+40% +$48.5K
CNX icon
1223
CNX Resources
CNX
$4.91B
$169K ﹤0.01%
5,397
-4,274
-44% -$157K
CTSO icon
1224
Cytosorbents Corp
CTSO
$22.2M
$167K ﹤0.01%
172,649
– –
UITB icon
1225
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
$167K ﹤0.01%
3,661
-714
-16% -$33.4K
47 48
49
50 51

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Comerica Bank
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CWM
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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 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.