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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOCU
1401
DocuSign
DOCU
$11.1B
$100K ﹤0.01%
+1,717
New +$96.9K
VGLT icon
1402
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$99.8K ﹤0.01%
+1,720
New +$102K
VSGX icon
1403
Vanguard ESG International Stock ETF
VSGX
$6.34B
$99.2K ﹤0.01%
+1,730
New +$96.2K
BMI icon
1404
Badger Meter
BMI
$3.87B
$99.2K ﹤0.01%
+621
New +$95.4K
LIT icon
1405
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$99.2K ﹤0.01%
+2,175
New +$96.9K
CWI icon
1406
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
$99.1K ﹤0.01%
+3,500
New +$95.4K
SNY icon
1407
Sanofi
SNY
$107B
$98.8K ﹤0.01%
+2,047
New +$100K
PCY icon
1408
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$98.5K ﹤0.01%
+4,850
New +$97.7K
COMT icon
1409
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$98.1K ﹤0.01%
+3,612
New +$93.1K
SMB icon
1410
VanEck Short Muni ETF
SMB
$312M
$97.8K ﹤0.01%
+5,765
New +$98.3K
CWK icon
1411
Cushman & Wakefield Ltd
CWK
$3.16B
$97.4K ﹤0.01%
+9,516
New +$96.3K
ONTO icon
1412
Onto Innovation
ONTO
$10.9B
$96.2K ﹤0.01%
+519
New +$87.7K
TTMI icon
1413
TTM Technologies
TTMI
$10.6B
$96K ﹤0.01%
+6,305
New +$93.6K
TAL icon
1414
TAL Education Group
TAL
$6.04B
$96K ﹤0.01%
+8,301
New +$103K
RIVN icon
1415
Rivian
RIVN
$23.6B
$95.5K ﹤0.01%
8,612
-4,624
-35% -$66.6K
IONS icon
1416
Ionis Pharmaceuticals
IONS
$8.93B
$95.3K ﹤0.01%
+2,168
New +$103K
IBN icon
1417
ICICI Bank
IBN
$107B
$95.1K ﹤0.01%
+3,662
New +$91.4K
HAP icon
1418
VanEck Natural Resources ETF
HAP
$299M
$94.8K ﹤0.01%
+1,858
New +$88.7K
CC icon
1419
Chemours
CC
$2.48B
$94.7K ﹤0.01%
+3,296
New +$93.9K
ALLE icon
1420
Allegion
ALLE
$13.5B
$93.9K ﹤0.01%
+710
New +$90.9K
HUBG icon
1421
HUB Group
HUBG
$2.92B
$93.7K ﹤0.01%
+2,241
New +$98.1K
SMG icon
1422
ScottsMiracle-Gro
SMG
$4.09B
$93.5K ﹤0.01%
+1,303
New +$80.9K
UFPI icon
1423
UFP Industries
UFPI
$4.95B
$93.3K ﹤0.01%
+778
New +$90.4K
FMS icon
1424
Fresenius Medical Care
FMS
$13.4B
$93.1K ﹤0.01%
4,876
-7,260
-60% -$144K
TYG
1425
Tortoise Energy Infrastructure Corp
TYG
$1.08B
$93K ﹤0.01%
+3,000
New +$87.7K
55 56
57
58 59

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CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.