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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
SNY icon
1251
Sanofi
SNY
$107B
$156K ﹤0.01%
3,175
+525
+20% +$26.7K
USRT icon
1252
iShares Core US REIT ETF
USRT
$4.71B
$155K ﹤0.01%
2,754
+457
+20% +$27.5K
ENSG icon
1253
The Ensign Group
ENSG
$10.6B
$155K ﹤0.01%
1,167
-11
-0.9% -$1.6K
SLYV icon
1254
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$155K ﹤0.01%
1,791
-64
-3% -$5.72K
MRCY icon
1255
Mercury Systems
MRCY
$5.41B
$155K ﹤0.01%
3,532
+97
+3% +$3.7K
ASH icon
1256
Ashland
ASH
$3.34B
$154K ﹤0.01%
2,194
-728
-25% -$58.3K
SCMB icon
1257
Schwab Municipal Bond ETF
SCMB
$3.99B
$154K ﹤0.01%
6,000
+3,000
+100% +$77.7K
NTGR icon
1258
NETGEAR
NTGR
$612M
$154K ﹤0.01%
5,706
-440
-7% -$10.3K
DASH icon
1259
DoorDash
DASH
$84.3B
$154K ﹤0.01%
884
-1,099
-55% -$181K
ILCG icon
1260
iShares Morningstar Growth ETF
ILCG
$3B
$154K ﹤0.01%
1,695
– –
JNK icon
1261
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$153K ﹤0.01%
1,597
– –
CACC icon
1262
Credit Acceptance
CACC
$5.82B
$152K ﹤0.01%
335
– –
NANR icon
1263
State Street SPDR S&P North American Natural Resources ETF
NANR
$746M
$152K ﹤0.01%
2,896
+234
+9% +$13.1K
SNAP icon
1264
Snap
SNAP
$7.96B
$152K ﹤0.01%
12,625
-3,645
-22% -$41.1K
BBWI icon
1265
Bath & Body Works
BBWI
$3.97B
$151K ﹤0.01%
4,087
-356
-8% -$11.9K
DBEU icon
1266
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$762M
$151K ﹤0.01%
3,600
– –
COMT icon
1267
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$151K ﹤0.01%
5,906
+3,031
+105% +$79K
JPST icon
1268
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$151K ﹤0.01%
2,992
+1,054
+54% +$53.2K
AEG icon
1269
Aegon
AEG
$13.3B
$150K ﹤0.01%
25,107
-645
-3% -$4.04K
PI icon
1270
Impinj
PI
$4.24B
$150K ﹤0.01%
1,000
– –
DLY
1271
DoubleLine Yield Opportunities Fund
DLY
$671M
$150K ﹤0.01%
9,459
-910
-9% -$14.8K
ALG icon
1272
Alamo Group
ALG
$1.91B
$150K ﹤0.01%
850
-160
-16% -$29.9K
WAT icon
1273
Waters Corp
WAT
$37.3B
$149K ﹤0.01%
399
-237
-37% -$86.7K
DLS icon
1274
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$149K ﹤0.01%
2,398
– –
ALV icon
1275
Autoliv
ALV
$9.14B
$149K ﹤0.01%
1,594
– –
49 50
51
52 53

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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.