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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JMST icon
1276
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$135K ﹤0.01%
2,665
+2,521
+1,751% +$128K
NTLA icon
1277
Intellia Therapeutics
NTLA
$1.52B
$135K ﹤0.01%
5,880
+1,299
+28% +$30.9K
GNTX icon
1278
Gentex
GNTX
$5.12B
$135K ﹤0.01%
4,030
+3,885
+2,679% +$134K
IOO icon
1279
iShares Global 100 ETF
IOO
$8.72B
$134K ﹤0.01%
1,352
+800
+145% +$73.4K
AWRE icon
1280
Aware
AWRE
$24.2M
$134K ﹤0.01%
70,000
– –
ETO
1281
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$494M
$133K ﹤0.01%
+5,137
New +$128K
VNO icon
1282
Vornado Realty Trust
VNO
$7.54B
$133K ﹤0.01%
5,047
– –
IWC icon
1283
iShares Micro-Cap ETF
IWC
$1.45B
$133K ﹤0.01%
1,173
– –
CRTO icon
1284
Criteo
CRTO
$1.06B
$132K ﹤0.01%
3,323
+913
+38% +$33.4K
LECO icon
1285
Lincoln Electric
LECO
$14.6B
$132K ﹤0.01%
709
-92
-11% -$20K
VFC icon
1286
VF Corp
VFC
$7.16B
$132K ﹤0.01%
9,804
-8,334
-46% -$109K
HLN icon
1287
Haleon
HLN
$45.2B
$131K ﹤0.01%
15,468
-645
-4% -$5.39K
FLS icon
1288
Flowserve
FLS
$9.38B
$130K ﹤0.01%
2,786
– –
IEI icon
1289
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$130K ﹤0.01%
1,125
+133
+13% +$15.2K
QS icon
1290
QuantumScape Corp
QS
$3.18B
$130K ﹤0.01%
25,642
-3,145
-11% -$17.5K
ALE
1291
DELISTED
Allete
ALE
$130K ﹤0.01%
2,083
-1,307
-39% -$80.5K
BMI icon
1292
Badger Meter
BMI
$3.9B
$129K ﹤0.01%
687
+66
+11% +$12.1K
GFF icon
1293
Griffon
GFF
$4.29B
$129K ﹤0.01%
2,046
– –
PFFD icon
1294
Global X US Preferred ETF
PFFD
$2.15B
$129K ﹤0.01%
6,510
– –
IHF icon
1295
iShares US Healthcare Providers ETF
IHF
$1.24B
$128K ﹤0.01%
2,500
– –
HOLI
1296
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
$128K ﹤0.01%
5,113
– –
CVCO icon
1297
Cavco Industries
CVCO
$4.54B
$128K ﹤0.01%
372
+8
+2% +$2.91K
ANGL icon
1298
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$128K ﹤0.01%
+4,500
New +$128K
CAMT icon
1299
Camtek
CAMT
$6.53B
$128K ﹤0.01%
932
+620
+199% +$59.2K
OCFC icon
1300
OceanFirst Financial
OCFC
$1.74B
$128K ﹤0.01%
8,239
+487
+6% +$7.36K
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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.