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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
AR icon
1276
Antero Resources
AR
$10.9B
$134K ﹤0.01%
+4,549
New +$110K
AMG icon
1277
Affiliated Managers Group
AMG
$9.51B
$133K ﹤0.01%
+802
New +$125K
AUR icon
1278
Aurora
AUR
$11.7B
$133K ﹤0.01%
45,600
– –
FUN icon
1279
Cedar Fair
FUN
$1.88B
$132K ﹤0.01%
+3,132
New +$128K
URA icon
1280
Global X Uranium ETF
URA
$5.21B
$132K ﹤0.01%
+4,394
New +$127K
FXI icon
1281
iShares China Large-Cap ETF
FXI
$4.32B
$132K ﹤0.01%
+5,424
New +$125K
DFUV icon
1282
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$132K ﹤0.01%
+3,230
New +$123K
HOLI
1283
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$132K ﹤0.01%
+5,113
New +$131K
PFFD icon
1284
Global X US Preferred ETF
PFFD
$2.13B
$132K ﹤0.01%
+6,510
New +$130K
HAS icon
1285
Hasbro
HAS
$13.5B
$131K ﹤0.01%
+2,331
New +$119K
SKY icon
1286
Champion Homes
SKY
$4.41B
$131K ﹤0.01%
+1,550
New +$120K
ADMA icon
1287
ADMA Biologics
ADMA
$2.02B
$130K ﹤0.01%
19,945
-9,518
-32% -$52K
BURL icon
1288
Burlington
BURL
$23.4B
$130K ﹤0.01%
+568
New +$116K
CAVA icon
1289
CAVA Group
CAVA
$7.61B
$129K ﹤0.01%
+1,885
New +$101K
DSL
1290
DoubleLine Income Solutions Fund
DSL
$1.22B
$129K ﹤0.01%
+10,028
New +$126K
PI icon
1291
Impinj
PI
$4.24B
$129K ﹤0.01%
+1,000
New +$105K
AWRE icon
1292
Aware
AWRE
$24M
$128K ﹤0.01%
70,000
– –
FLS icon
1293
Flowserve
FLS
$8.94B
$128K ﹤0.01%
+2,786
New +$117K
NFG icon
1294
National Fuel Gas
NFG
$7.69B
$128K ﹤0.01%
+2,400
New +$119K
ILCG icon
1295
iShares Morningstar Growth ETF
ILCG
$3B
$128K ﹤0.01%
+1,695
New +$122K
UPRO icon
1296
ProShares UltraPro S&P 500
UPRO
$4.89B
$128K ﹤0.01%
+1,818
New +$112K
FNDB icon
1297
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.41B
$127K ﹤0.01%
+5,790
New +$121K
SYNA icon
1298
Synaptics
SYNA
$4.05B
$127K ﹤0.01%
+1,300
New +$137K
TOWN icon
1299
Towne Bank
TOWN
$3.54B
$127K ﹤0.01%
+4,614
New +$128K
YELP icon
1300
Yelp
YELP
$1.54B
$126K ﹤0.01%
+3,187
New +$132K
50 51
52
53 54

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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 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.