We are live on ! Find out more
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
ITT icon
1326
ITT
ITT
$17.1B
$131K ﹤0.01%
917
+637
+228% +$95.4K
RS icon
1327
Reliance Steel & Aluminium
RS
$20.6B
$128K ﹤0.01%
480
– –
RKLB icon
1328
Rocket Lab Corp
RKLB
$36.6B
$128K ﹤0.01%
4,679
+4,529
+3,019% +$79.5K
QYLD icon
1329
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.88B
$128K ﹤0.01%
6,957
+586
+9% +$10.7K
PFFD icon
1330
Global X US Preferred ETF
PFFD
$2.13B
$127K ﹤0.01%
6,510
– –
CUZ icon
1331
Cousins Properties
CUZ
$5.31B
$127K ﹤0.01%
4,301
+3,551
+473% +$109K
DSL
1332
DoubleLine Income Solutions Fund
DSL
$1.22B
$127K ﹤0.01%
10,032
+1
+0% +$13
KWEB icon
1333
KraneShares CSI China Internet ETF
KWEB
$5.5B
$127K ﹤0.01%
4,495
-15
-0.3% -$481
CF icon
1334
CF Industries
CF
$19.6B
$127K ﹤0.01%
1,454
-355
-20% -$30.7K
FNV icon
1335
Franco-Nevada
FNV
$41.3B
$126K ﹤0.01%
991
-798
-45% -$98.7K
TPH
1336
DELISTED
Tri Pointe Homes
TPH
$126K ﹤0.01%
3,563
+287
+9% +$12K
IIIV icon
1337
i3 Verticals
IIIV
$419M
$126K ﹤0.01%
5,260
+1,809
+52% +$42.4K
LNTH icon
1338
Lantheus
LNTH
$6.51B
$125K ﹤0.01%
1,331
-37
-3% -$3.6K
BDJ icon
1339
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$125K ﹤0.01%
14,781
-3,151
-18% -$27.4K
BCO icon
1340
Brink's
BCO
$5.01B
$124K ﹤0.01%
1,345
-406
-23% -$40.6K
IHF icon
1341
iShares US Healthcare Providers ETF
IHF
$1.22B
$124K ﹤0.01%
2,500
– –
BNT
1342
Brookfield Wealth Solutions
BNT
$11.7B
$124K ﹤0.01%
3,182
– –
CAG icon
1343
Conagra Brands
CAG
$7.42B
$123K ﹤0.01%
4,640
+1,255
+37% +$35.6K
VSTS icon
1344
Vestis
VSTS
$1.97B
$123K ﹤0.01%
7,550
-3,213
-30% -$48.4K
SIG icon
1345
Signet Jewelers
SIG
$3.84B
$123K ﹤0.01%
1,656
+410
+33% +$38.2K
BNS icon
1346
Scotiabank
BNS
$105B
$122K ﹤0.01%
2,368
+367
+18% +$19.8K
NVEE
1347
DELISTED
NV5 Global
NVEE
$122K ﹤0.01%
6,353
+1,997
+46% +$43.8K
RPAY icon
1348
Repay Holdings
RPAY
$335M
$121K ﹤0.01%
16,193
+6,512
+67% +$52K
ORN icon
1349
Orion Group Holdings
ORN
$368M
$121K ﹤0.01%
17,000
-2,300
-12% -$16.6K
ILCB icon
1350
iShares Morningstar US Equity ETF
ILCB
$1.24B
$121K ﹤0.01%
1,480
– –
52 53
54
55 56

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.