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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
FMDE icon
1276
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.68B
$149K ﹤0.01%
4,485
+2,175
+94% +$72.9K
PSQ icon
1277
ProShares Short QQQ
PSQ
$857M
$149K ﹤0.01%
4,000
-2,844
-42% -$109K
R icon
1278
Ryder
R
$9.9B
$148K ﹤0.01%
934
-180
-16% -$28.1K
AES icon
1279
AES
AES
$10.6B
$147K ﹤0.01%
11,862
-2,132
-15% -$31.8K
ARKK icon
1280
ARK Innovation ETF
ARKK
$5.59B
$147K ﹤0.01%
2,490
-474
-16% -$25.4K
WH icon
1281
Wyndham Hotels & Resorts
WH
$5.61B
$147K ﹤0.01%
1,482
-1,040
-41% -$96.5K
SKY icon
1282
Champion Homes
SKY
$4.41B
$146K ﹤0.01%
1,672
– –
HRMY icon
1283
Harmony Biosciences
HRMY
$2.08B
$146K ﹤0.01%
4,214
+1,681
+66% +$57.8K
AIVL icon
1284
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$145K ﹤0.01%
1,365
– –
NBIX icon
1285
Neurocrine Biosciences
NBIX
$18.2B
$145K ﹤0.01%
1,045
-107
-9% -$13.2K
HLN icon
1286
Haleon
HLN
$45.3B
$145K ﹤0.01%
15,238
-4,609
-23% -$45.1K
CMA
1287
DELISTED
Comerica
CMA
$144K ﹤0.01%
2,313
-2
-0.1% -$130
HRB icon
1288
H&R Block
HRB
$5.98B
$144K ﹤0.01%
2,646
+263
+11% +$15.5K
IDCC icon
1289
InterDigital
IDCC
$6.75B
$143K ﹤0.01%
749
-1,784
-70% -$312K
IOO icon
1290
iShares Global 100 ETF
IOO
$8.62B
$143K ﹤0.01%
1,408
+56
+4% +$5.62K
NTES icon
1291
NetEase
NTES
$83B
$143K ﹤0.01%
1,546
-27
-2% -$2.37K
EIS icon
1292
iShares MSCI Israel ETF
EIS
$863M
$143K ﹤0.01%
1,840
– –
SYF icon
1293
Synchrony
SYF
$24.4B
$142K ﹤0.01%
2,165
+416
+24% +$25.5K
SILA
1294
DELISTED
Sila Realty Trust
SILA
$142K ﹤0.01%
6,150
-595
-9% -$15K
AXS icon
1295
AXIS Capital
AXS
$7.73B
$142K ﹤0.01%
1,615
-534
-25% -$45.7K
THS
1296
DELISTED
Treehouse Foods
THS
$142K ﹤0.01%
4,101
+1,508
+58% +$55K
RDN icon
1297
Radian Group
RDN
$5.28B
$141K ﹤0.01%
4,466
-1,406
-24% -$47.8K
MGA icon
1298
Magna International
MGA
$18.8B
$141K ﹤0.01%
3,501
+2,605
+291% +$112K
BTCO icon
1299
Invesco Galaxy Bitcoin ETF
BTCO
$426M
$141K ﹤0.01%
1,500
– –
TRUP icon
1300
Trupanion
TRUP
$1.13B
$141K ﹤0.01%
3,017
– –
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 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.