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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
PAVE icon
101
Global X US Infrastructure Development ETF
PAVE
$14.3B
$131M 0.24%
3,215,095
+181,546
+6% +$7.78M
FOUR icon
102
Shift4
FOUR
$3.84B
$128M 0.23%
1,198,845
+350,703
+41% +$34.8M
IWM icon
103
iShares Russell 2000 ETF
IWM
$80.9B
$128M 0.23%
575,086
-45,780
-7% -$10.4M
MNDY icon
104
monday.com
MNDY
$3.27B
$126M 0.23%
555,929
+403,255
+264% +$112M
IAU icon
105
iShares Gold Trust
IAU
$63B
$126M 0.23%
2,510,086
+148,099
+6% +$7.44M
FICO icon
106
Fair Isaac
FICO
$28.7B
$119M 0.22%
60,576
-224
-0.4% -$478K
JNJ icon
107
Johnson & Johnson
JNJ
$635B
$117M 0.21%
823,980
-17,102
-2% -$2.65M
LHX icon
108
L3Harris
LHX
$55.9B
$117M 0.21%
564,134
-29,882
-5% -$7.16M
COST icon
109
Costco
COST
$415B
$116M 0.21%
124,840
-5,632
-4% -$5.23M
AVGO icon
110
Broadcom
AVGO
$1.82T
$114M 0.21%
496,628
-11,074
-2% -$2.05M
VRT icon
111
Vertiv
VRT
$112B
$109M 0.2%
846,471
+838,472
+10,482% +$99.6M
SHW icon
112
Sherwin-Williams
SHW
$78.3B
$109M 0.2%
323,524
-8,806
-3% -$3.29M
MPWR icon
113
Monolithic Power Systems
MPWR
$65.5B
$106M 0.19%
171,145
-123,470
-42% -$89.4M
WEC icon
114
WEC Energy
WEC
$37.7B
$105M 0.19%
1,113,239
-77,306
-6% -$7.5M
IRM icon
115
Iron Mountain
IRM
$38.2B
$105M 0.19%
1,016,176
-8,767
-0.9% -$1.03M
IBM icon
116
IBM
IBM
$202B
$104M 0.19%
466,139
-7,770
-2% -$1.73M
ALC icon
117
Alcon
ALC
$33.1B
$103M 0.19%
1,233,852
+47,991
+4% +$4.33M
MRK icon
118
Merck
MRK
$324B
$103M 0.19%
1,027,178
-52,280
-5% -$5.39M
AMJB icon
119
Alerian MLP Index ETNs due January 28 2044
AMJB
$862M
$102M 0.18%
3,337,595
+109,965
+3% +$3.23M
VTI icon
120
Vanguard Total Stock Market ETF
VTI
$654B
$101M 0.18%
346,867
+1,069
+0.3% +$312K
INTU icon
121
Intuit
INTU
$81.1B
$101M 0.18%
161,417
-3,623
-2% -$2.32M
IWP icon
122
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$100M 0.18%
778,500
+86,501
+13% +$11M
BR icon
123
Broadridge
BR
$17.2B
$100M 0.18%
436,109
-5,244
-1% -$1.17M
HUBS icon
124
HubSpot
HUBS
$10.5B
$97.2M 0.18%
137,054
-3,501
-2% -$2.25M
WMT icon
125
Walmart Inc
WMT
$871B
$97.1M 0.18%
1,057,947
-4,966
-0.5% -$431K
3 4
5
6 7

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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 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.