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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
AMX icon
1226
America Movil
AMX
$74.6B
$167K ﹤0.01%
11,993
– –
WPC icon
1227
W.P. Carey
WPC
$16.6B
$166K ﹤0.01%
3,035
+735
+32% +$41.9K
ATEC icon
1228
Alphatec Holdings
ATEC
$1.48B
$166K ﹤0.01%
17,154
+2,750
+19% +$22K
IXC icon
1229
iShares Global Energy ETF
IXC
$2.75B
$165K ﹤0.01%
4,191
– –
AVNT icon
1230
Avient
AVNT
$3.29B
$165K ﹤0.01%
4,244
-311
-7% -$15.1K
CIGI icon
1231
Colliers International
CIGI
$5.17B
$164K ﹤0.01%
1,220
+378
+45% +$55.8K
AMTM
1232
Amentum Holdings
AMTM
$5.33B
$164K ﹤0.01%
7,639
+675
+10% +$17.4K
HALO icon
1233
Halozyme
HALO
$9.88B
$164K ﹤0.01%
3,053
-963,451
-100% -$49.4M
DFEM icon
1234
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.48B
$164K ﹤0.01%
6,287
+5,455
+656% +$148K
AVUV icon
1235
Avantis US Small Cap Value ETF
AVUV
$30.3B
$163K ﹤0.01%
1,701
-262
-13% -$26K
SIGA icon
1236
SIGA Technologies
SIGA
$240M
$163K ﹤0.01%
26,000
– –
SNCY
1237
DELISTED
Sun Country Airlines
SNCY
$163K ﹤0.01%
+10,425
New +$141K
GNRC icon
1238
Generac Holdings
GNRC
$11.5B
$163K ﹤0.01%
1,028
-48
-4% -$8.29K
WING icon
1239
Wingstop
WING
$3.8B
$163K ﹤0.01%
584
-75
-11% -$25.5K
FC icon
1240
Franklin Covey
FC
$239M
$162K ﹤0.01%
4,600
– –
EMBC icon
1241
Embecta
EMBC
$218M
$161K ﹤0.01%
7,975
-258
-3% -$4.23K
GSBD icon
1242
Goldman Sachs BDC
GSBD
$997M
$161K ﹤0.01%
13,566
– –
IDEV icon
1243
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$160K ﹤0.01%
2,463
– –
HXL icon
1244
Hexcel
HXL
$7.97B
$159K ﹤0.01%
2,454
-77
-3% -$4.76K
LW icon
1245
Lamb Weston
LW
$7.42B
$158K ﹤0.01%
2,598
-6,838
-72% -$510K
EOI
1246
Eaton Vance Enhanced Equity Income Fund
EOI
$789M
$158K ﹤0.01%
7,650
– –
MDYG icon
1247
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.76B
$158K ﹤0.01%
1,795
– –
IRT icon
1248
Independence Realty Trust
IRT
$3.98B
$157K ﹤0.01%
8,377
-2,998
-26% -$61.2K
QS icon
1249
QuantumScape Corp
QS
$3.05B
$157K ﹤0.01%
27,471
– –
CNP icon
1250
CenterPoint Energy
CNP
$28.3B
$157K ﹤0.01%
5,022
+2,636
+110% +$81.2K
48 49
50
51 52

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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
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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.