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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
HEFA icon
1301
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.45B
$139K ﹤0.01%
3,952
-1,650
-29% -$58.1K
VFC icon
1302
VF Corp
VFC
$5.92B
$139K ﹤0.01%
6,448
-1,215
-16% -$24.7K
SPTS icon
1303
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$138K ﹤0.01%
4,776
– –
ABCB icon
1304
Ameris Bancorp
ABCB
$5.89B
$137K ﹤0.01%
2,246
-66
-3% -$4.33K
CLS icon
1305
Celestica
CLS
$37.8B
$137K ﹤0.01%
1,340
+30
+2% +$2.35K
UGI icon
1306
UGI
UGI
$7.87B
$137K ﹤0.01%
4,816
– –
POOL icon
1307
Pool Corp
POOL
$7.05B
$137K ﹤0.01%
421
-105
-20% -$38.3K
CFG icon
1308
Citizens Financial Group
CFG
$30.1B
$137K ﹤0.01%
3,053
-1,194
-28% -$52.8K
UPRO icon
1309
ProShares UltraPro S&P 500
UPRO
$4.89B
$137K ﹤0.01%
1,520
-299
-16% -$27.4K
AGNC icon
1310
AGNC Investment
AGNC
$12.7B
$136K ﹤0.01%
14,685
-6,871
-32% -$67K
BILS icon
1311
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$136K ﹤0.01%
1,372
– –
CLH icon
1312
Clean Harbors
CLH
$17.2B
$136K ﹤0.01%
591
-50
-8% -$12.4K
FHLC icon
1313
Fidelity MSCI Health Care Index ETF
FHLC
$3.35B
$136K ﹤0.01%
2,031
+499
+33% +$34.7K
LLYVK icon
1314
Liberty Live Group Series C
LLYVK
$9.54B
$136K ﹤0.01%
2,010
– –
FNDB icon
1315
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.41B
$135K ﹤0.01%
5,789
-1
-0% -$24
STLD icon
1316
Steel Dynamics
STLD
$36.2B
$135K ﹤0.01%
1,160
+6
+0.5% +$797
RIV
1317
RiverNorth Opportunities Fund
RIV
$305M
$134K ﹤0.01%
11,300
-490
-4% -$6.11K
PCG icon
1318
PG&E
PCG
$39B
$134K ﹤0.01%
6,969
+1,538
+28% +$31.3K
TDY icon
1319
Teledyne Technologies
TDY
$29.2B
$134K ﹤0.01%
289
-192
-40% -$89.5K
FCF icon
1320
First Commonwealth Financial
FCF
$2.2B
$133K ﹤0.01%
8,098
-7,418
-48% -$131K
PDD icon
1321
Pinduoduo
PDD
$126B
$133K ﹤0.01%
1,321
-4
-0.3% -$465
JXN icon
1322
Jackson Financial
JXN
$8.4B
$132K ﹤0.01%
1,486
+1,338
+904% +$131K
BE icon
1323
Bloom Energy
BE
$48.2B
$131K ﹤0.01%
5,390
-2,200
-29% -$38.6K
CRI icon
1324
Carter's
CRI
$1.43B
$131K ﹤0.01%
2,572
-5,681
-69% -$325K
BMI icon
1325
Badger Meter
BMI
$3.87B
$131K ﹤0.01%
611
-74
-11% -$16.1K
51 52
53
54 55

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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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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.