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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
RWAY icon
1401
Runway Growth Finance
RWAY
$235M
$104K ﹤0.01%
9,581
+68
+0.7% +$711
HEI.A icon
1402
HEICO Corp Class A
HEI.A
$36B
$104K ﹤0.01%
581
-34
-6% -$6.86K
PCN
1403
PIMCO Corporate & Income Strategy Fund
PCN
$864M
$104K ﹤0.01%
7,660
– –
FUN icon
1404
Cedar Fair
FUN
$1.88B
$103K ﹤0.01%
2,200
– –
ESTA icon
1405
Establishment Labs
ESTA
$2.71B
$103K ﹤0.01%
2,180
+194
+10% +$8.46K
VOTE icon
1406
TCW Transform 500 ETF
VOTE
$1.07B
$103K ﹤0.01%
1,488
– –
FIW icon
1407
First Trust Water ETF
FIW
$1.87B
$103K ﹤0.01%
1,013
+1
+0.1% +$108
QARP icon
1408
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$75.9M
$103K ﹤0.01%
1,962
-2,000
-50% -$106K
RSPS icon
1409
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$255M
$103K ﹤0.01%
3,500
– –
HAS icon
1410
Hasbro
HAS
$13.5B
$102K ﹤0.01%
1,794
+14
+0.8% +$914
PGY icon
1411
Pagaya Technologies
PGY
$1.35B
$101K ﹤0.01%
11,177
+1,532
+16% +$16.2K
KBH icon
1412
KB Home
KBH
$3.5B
$101K ﹤0.01%
1,551
-104
-6% -$8.09K
CLOZ icon
1413
Panagram BBB-B CLO ETF
CLOZ
$783M
$101K ﹤0.01%
3,722
– –
FLYW icon
1414
Flywire
FLYW
$2.04B
$100K ﹤0.01%
5,365
-175
-3% -$3.42K
ROCK icon
1415
Gibraltar Industries
ROCK
$1.28B
$100K ﹤0.01%
1,700
-895
-34% -$61K
STWD icon
1416
Starwood Property Trust
STWD
$6.12B
$100K ﹤0.01%
5,325
-375
-7% -$7.43K
DFE icon
1417
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$100K ﹤0.01%
1,800
– –
TMHC
1418
DELISTED
Taylor Morrison
TMHC
$100K ﹤0.01%
1,640
+305
+23% +$20.8K
RL icon
1419
Ralph Lauren
RL
$22.4B
$99.4K ﹤0.01%
409
+17
+4% +$3.62K
AL
1420
DELISTED
Air Lease Corp
AL
$99.2K ﹤0.01%
2,099
– –
ICLN icon
1421
iShares Global Clean Energy ETF
ICLN
$2.22B
$99.2K ﹤0.01%
8,600
-796
-8% -$10.1K
FXI icon
1422
iShares China Large-Cap ETF
FXI
$4.32B
$99.2K ﹤0.01%
3,360
+1,440
+75% +$45.4K
LECO icon
1423
Lincoln Electric
LECO
$14.1B
$99K ﹤0.01%
534
-310
-37% -$62.5K
CHE icon
1424
Chemed
CHE
$7.16B
$98.4K ﹤0.01%
185
+22
+13% +$12.4K
INFY icon
1425
Infosys
INFY
$51B
$97.8K ﹤0.01%
4,294
-1,349
-24% -$30.2K
55 56
57
58 59

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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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PPFA
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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.