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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
EPAC icon
1351
Enerpac Tool Group
EPAC
$1.86B
$120K ﹤0.01%
2,905
+418
+17% +$19.1K
UP icon
1352
Wheels Up
UP
$203M
$119K ﹤0.01%
3,751
+3,743
+46,788% +$158K
XPH icon
1353
State Street SPDR S&P Pharmaceuticals ETF
XPH
$481M
$119K ﹤0.01%
2,780
– –
ARQT icon
1354
Arcutis Biotherapeutics
ARQT
$3.48B
$119K ﹤0.01%
7,782
-1,776
-19% -$19.5K
PENN icon
1355
PENN Entertainment
PENN
$2.84B
$119K ﹤0.01%
6,492
+5,852
+914% +$115K
EMN icon
1356
Eastman Chemical
EMN
$7.69B
$119K ﹤0.01%
1,346
-445
-25% -$45.6K
RCAT icon
1357
Red Cat Holdings
RCAT
$1.03B
$118K ﹤0.01%
+10,000
New +$61.1K
BROS icon
1358
Dutch Bros
BROS
$8.86B
$118K ﹤0.01%
2,100
-200
-9% -$8.82K
DBA icon
1359
Invesco DB Agriculture Fund
DBA
$1.23B
$118K ﹤0.01%
4,477
-4,763
-52% -$124K
TLTD icon
1360
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$656M
$118K ﹤0.01%
+1,706
New +$122K
MAC icon
1361
Macerich
MAC
$7.4B
$118K ﹤0.01%
5,787
+512
+10% +$10K
ARTY
1362
iShares Future AI & Tech ETF
ARTY
$3.21B
$118K ﹤0.01%
3,092
+344
+13% +$12.5K
TTEK icon
1363
Tetra Tech
TTEK
$8.77B
$117K ﹤0.01%
2,939
+979
+50% +$43.9K
ABG icon
1364
Asbury Automotive
ABG
$4.62B
$117K ﹤0.01%
484
+41
+9% +$10K
DM
1365
DELISTED
Desktop Metal, Inc.
DM
$117K ﹤0.01%
43,207
– –
BL icon
1366
BlackLine
BL
$1.9B
$117K ﹤0.01%
2,044
-324
-14% -$19.3K
UDR icon
1367
UDR
UDR
$12.8B
$117K ﹤0.01%
2,829
-936
-25% -$41.4K
BIDU icon
1368
Baidu
BIDU
$35.7B
$117K ﹤0.01%
1,433
-1,118
-44% -$102K
RSPH icon
1369
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$773M
$116K ﹤0.01%
3,853
-1,900
-33% -$58.4K
AAL icon
1370
American Airlines Group
AAL
$9.82B
$115K ﹤0.01%
6,520
-790
-11% -$11.4K
SBLK icon
1371
Star Bulk Carriers
SBLK
$3.05B
$114K ﹤0.01%
7,700
-2,241
-23% -$41.6K
AIT icon
1372
Applied Industrial Technologies
AIT
$12.4B
$114K ﹤0.01%
459
-1
-0.2% -$249
PSIL icon
1373
AdvisorShares Psychedelics ETF
PSIL
$48.3M
$114K ﹤0.01%
9,174
– –
TSN icon
1374
Tyson Foods
TSN
$21.5B
$114K ﹤0.01%
2,056
+78
+4% +$4.71K
CMC icon
1375
Commercial Metals
CMC
$7.53B
$113K ﹤0.01%
2,372
-2,202
-48% -$124K
53 54
55
56 57

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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.