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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
NAC icon
1376
Nuveen California Quality Municipal Income Fund
NAC
$1.84B
$113K ﹤0.01%
10,000
– –
SPTM icon
1377
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
$113K ﹤0.01%
1,566
+891
+132% +$64.1K
DSU icon
1378
BlackRock Debt Strategies Fund
DSU
$592M
$112K ﹤0.01%
10,358
– –
PK icon
1379
Park Hotels & Resorts
PK
$3.08B
$112K ﹤0.01%
+8,267
New +$121K
BTI icon
1380
British American Tobacco
BTI
$136B
$112K ﹤0.01%
3,040
-6,160
-67% -$222K
AVNS
1381
DELISTED
Avanos Medical
AVNS
$111K ﹤0.01%
7,232
-20
-0.3% -$396
NCLH icon
1382
Norwegian Cruise Line
NCLH
$9.53B
$111K ﹤0.01%
4,295
+334
+8% +$8.44K
EWC icon
1383
iShares MSCI Canada ETF
EWC
$6.12B
$111K ﹤0.01%
2,720
+220
+9% +$9.17K
LEA icon
1384
Lear
LEA
$7.39B
$111K ﹤0.01%
1,195
-845
-41% -$84.2K
RGLD icon
1385
Royal Gold
RGLD
$16.6B
$111K ﹤0.01%
811
-611
-43% -$88.2K
IGM icon
1386
iShares Expanded Tech Sector ETF
IGM
$9.57B
$110K ﹤0.01%
1,068
– –
AWRE icon
1387
Aware
AWRE
$24M
$110K ﹤0.01%
70,000
– –
KIM icon
1388
Kimco Realty
KIM
$17.5B
$109K ﹤0.01%
4,968
-779
-14% -$18.9K
DOCU
1389
DocuSign
DOCU
$11.1B
$109K ﹤0.01%
1,221
-860
-41% -$68.7K
HSIC icon
1390
Henry Schein
HSIC
$9.78B
$109K ﹤0.01%
1,537
-442
-22% -$31.7K
IVT icon
1391
InvenTrust Properties
IVT
$2.79B
$109K ﹤0.01%
3,699
+5
+0.1% +$150
MSM icon
1392
MSC Industrial Direct
MSM
$6.76B
$109K ﹤0.01%
1,315
-459
-26% -$37.8K
EWBC icon
1393
East-West Bancorp
EWBC
$17.8B
$108K ﹤0.01%
1,132
-103
-8% -$10.1K
HUBG icon
1394
HUB Group
HUBG
$2.92B
$108K ﹤0.01%
2,442
+218
+10% +$10.2K
OSIS icon
1395
OSI Systems
OSIS
$3.53B
$108K ﹤0.01%
683
+483
+242% +$76.6K
PPC icon
1396
Pilgrim's Pride
PPC
$7.13B
$107K ﹤0.01%
2,338
-1,051
-31% -$51.2K
DLB icon
1397
Dolby
DLB
$4.97B
$106K ﹤0.01%
1,381
+34
+3% +$2.59K
OLLI icon
1398
Ollie's Bargain Outlet
OLLI
$4.31B
$105K ﹤0.01%
1,005
-862
-46% -$85.8K
OTEX icon
1399
Open Text
OTEX
$6.28B
$105K ﹤0.01%
+3,762
New +$116K
CASY icon
1400
Casey's General Stores
CASY
$32.1B
$104K ﹤0.01%
267
-26
-9% -$10.5K
54 55
56
57 58

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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.