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
+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
CGUS icon
1426
Capital Group Core Equity ETF
CGUS
$11B
$97.4K ﹤0.01%
2,770
– –
Z icon
1427
Zillow
Z
$7.78B
$97.4K ﹤0.01%
1,370
– –
CG icon
1428
Carlyle Group
CG
$16.1B
$96.8K ﹤0.01%
1,850
-9
-0.5% -$456
BCS icon
1429
Barclays
BCS
$87.8B
$96.6K ﹤0.01%
7,323
-454
-6% -$5.88K
SOUN icon
1430
SoundHound AI
SOUN
$2.48B
$96.5K ﹤0.01%
+6,424
New +$61.9K
SIL icon
1431
Global X Silver Miners ETF NEW
SIL
$3.93B
$96.4K ﹤0.01%
2,903
-4
-0.1% -$147
PCY icon
1432
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$96.4K ﹤0.01%
4,850
– –
BHF icon
1433
Brighthouse Financial
BHF
$3.61B
$95.8K ﹤0.01%
2,006
– –
EWW icon
1434
iShares MSCI Mexico ETF
EWW
$1.89B
$95.6K ﹤0.01%
1,995
-1,311
-40% -$67.6K
PBE icon
1435
Invesco Biotechnology & Genome ETF
PBE
$286M
$95.5K ﹤0.01%
1,385
– –
BFOR icon
1436
Barron's 400 ETF
BFOR
$229M
$95.3K ﹤0.01%
5,200
– –
MGTX icon
1437
MeiraGTx Holdings
MGTX
$1.08B
$95.3K ﹤0.01%
15,000
– –
MUFG icon
1438
Mitsubishi UFJ Financial
MUFG
$247B
$95K ﹤0.01%
7,864
– –
PFSI icon
1439
PennyMac Financial
PFSI
$4.47B
$94.8K ﹤0.01%
953
-963
-50% -$101K
ADMA icon
1440
ADMA Biologics
ADMA
$2.02B
$94.8K ﹤0.01%
5,108
+2,954
+137% +$55.6K
MLI icon
1441
Mueller Industries
MLI
$14.5B
$94.7K ﹤0.01%
2,374
– –
OSBC icon
1442
Old Second Bancorp
OSBC
$1.29B
$94.6K ﹤0.01%
5,320
-9,000
-63% -$156K
BF.B icon
1443
Brown-Forman Class B
BF.B
$13.5B
$94.3K ﹤0.01%
2,621
-2,273
-46% -$100K
ACM icon
1444
Aecom
ACM
$9.46B
$94.3K ﹤0.01%
879
-6
-0.7% -$655
JMEE icon
1445
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.82B
$93.4K ﹤0.01%
1,535
– –
DOC icon
1446
Healthpeak Properties
DOC
$15.5B
$93.3K ﹤0.01%
4,593
-580
-11% -$12.6K
GDXJ icon
1447
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$93K ﹤0.01%
2,050
-100
-5% -$4.85K
OXY.WS icon
1448
Occidental Petroleum Corp Warrants
OXY.WS
$32.1B
$92.9K ﹤0.01%
3,174
+66
+2% +$1.89K
MP icon
1449
MP Materials
MP
$6.78B
$92.6K ﹤0.01%
4,780
-2,350
-33% -$43.6K
XME icon
1450
State Street SPDR S&P Metals & Mining ETF
XME
$3.75B
$92.4K ﹤0.01%
1,600
-231
-13% -$14.9K
56 57
58
59 60

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 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.