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
+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
DSU icon
1351
BlackRock Debt Strategies Fund
DSU
$592M
$113K ﹤0.01%
10,358
+3,116
+43% +$33.8K
XSOE icon
1352
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.97B
$113K ﹤0.01%
3,588
-458
-11% -$13.7K
XME icon
1353
State Street SPDR S&P Metals & Mining ETF
XME
$3.9B
$112K ﹤0.01%
1,831
– –
CZR icon
1354
Caesars Entertainment
CZR
$6.1B
$112K ﹤0.01%
2,963
+832
+39% +$31.3K
ABCB icon
1355
Ameris Bancorp
ABCB
$5.9B
$112K ﹤0.01%
2,294
– –
RWAY icon
1356
Runway Growth Finance
RWAY
$234M
$111K ﹤0.01%
9,513
+2,000
+27% +$24.3K
TSN icon
1357
Tyson Foods
TSN
$21.5B
$111K ﹤0.01%
1,962
+64
+3% +$3.74K
PICK icon
1358
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.18B
$111K ﹤0.01%
2,668
+1,767
+196% +$75.8K
DFE icon
1359
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$111K ﹤0.01%
+1,800
New +$110K
QYLD icon
1360
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.99B
$111K ﹤0.01%
6,182
+173
+3% +$3.06K
ADMA icon
1361
ADMA Biologics
ADMA
$2.04B
$111K ﹤0.01%
9,519
-10,426
-52% -$87.5K
YELP icon
1362
Yelp
YELP
$1.51B
$111K ﹤0.01%
3,038
-149
-5% -$5.71K
PHG icon
1363
Philips
PHG
$24.8B
$110K ﹤0.01%
4,549
-3,716
-45% -$83.5K
CWST icon
1364
Casella Waste Systems
CWST
$5.79B
$110K ﹤0.01%
1,099
+206
+23% +$19.8K
AB icon
1365
AllianceBernstein
AB
$3.49B
$110K ﹤0.01%
3,257
-376
-10% -$12.6K
XPH icon
1366
State Street SPDR S&P Pharmaceuticals ETF
XPH
$483M
$110K ﹤0.01%
2,780
– –
BFOR icon
1367
Barron's 400 ETF
BFOR
$231M
$110K ﹤0.01%
6,640
– –
AZ icon
1368
A2Z Smart Technologies
AZ
$263M
$109K ﹤0.01%
94,400
– –
DLN icon
1369
WisdomTree US LargeCap Dividend Fund
DLN
$6.29B
$109K ﹤0.01%
1,482
-419
-22% -$29.8K
STWD icon
1370
Starwood Property Trust
STWD
$6.18B
$109K ﹤0.01%
5,700
– –
AVNT icon
1371
Avient
AVNT
$3.41B
$108K ﹤0.01%
2,553
+1,891
+286% +$82.8K
ANF icon
1372
Abercrombie & Fitch
ANF
$4.58B
$107K ﹤0.01%
600
+216
+56% +$31.3K
FDVV icon
1373
Fidelity High Dividend ETF
FDVV
$10.2B
$107K ﹤0.01%
2,259
– –
CIVI
1374
DELISTED
Civitas Resources
CIVI
$106K ﹤0.01%
1,579
-868
-35% -$62.8K
IBDQ
1375
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$106K ﹤0.01%
4,283
-4,025
-48% -$99.7K
53 54
55
56 57

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 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.