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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
VNT icon
1451
Vontier
VNT
$4.54B
$92.3K ﹤0.01%
2,556
-40
-2% -$1.48K
YEXT icon
1452
Yext
YEXT
$573M
$92.1K ﹤0.01%
14,100
-2,550
-15% -$18.5K
MRCC
1453
DELISTED
Monroe Capital Corp
MRCC
$91.7K ﹤0.01%
10,854
+6,773
+166% +$55.7K
JBHT icon
1454
JB Hunt Transport Services
JBHT
$25.9B
$91.6K ﹤0.01%
515
-191
-27% -$34.1K
CPRX
1455
DELISTED
Catalyst Pharmaceutical
CPRX
$91.2K ﹤0.01%
4,002
– –
FAF icon
1456
First American
FAF
$7.98B
$90.9K ﹤0.01%
1,515
-60
-4% -$3.91K
ETW
1457
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.01B
$90.5K ﹤0.01%
10,731
+249
+2% +$2.13K
SCHC icon
1458
Schwab International Small-Cap Equity ETF
SCHC
$5.28B
$90.2K ﹤0.01%
2,638
-2,472
-48% -$90.1K
ADC icon
1459
Agree Realty
ADC
$9.66B
$90.1K ﹤0.01%
1,292
-75
-5% -$5.58K
TEVA icon
1460
Teva Pharmaceuticals
TEVA
$40.4B
$90K ﹤0.01%
4,188
-461
-10% -$8.39K
FLQM icon
1461
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.61B
$89.8K ﹤0.01%
1,640
– –
QCRH icon
1462
QCR Holdings
QCRH
$1.68B
$89.4K ﹤0.01%
1,125
– –
NYT icon
1463
New York Times
NYT
$12.6B
$89K ﹤0.01%
1,713
+118
+7% +$6.44K
LSCC icon
1464
Lattice Semiconductor
LSCC
$16B
$89K ﹤0.01%
1,594
-160
-9% -$8.78K
FDVV icon
1465
Fidelity High Dividend ETF
FDVV
$10.1B
$89K ﹤0.01%
1,773
-486
-22% -$24.9K
WDC icon
1466
Western Digital
WDC
$159B
$88.7K ﹤0.01%
1,832
+303
+20% +$15.2K
DFAC icon
1467
Dimensional US Core Equity 2 ETF
DFAC
$47B
$88.6K ﹤0.01%
2,543
-2,365
-48% -$83.3K
IBN icon
1468
ICICI Bank
IBN
$107B
$88.6K ﹤0.01%
3,030
-3,782
-56% -$114K
MQT
1469
DELISTED
BlackRock MuniYield Quality Fund II
MQT
$88.3K ﹤0.01%
8,861
– –
BSCP
1470
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$88K ﹤0.01%
+4,256
New +$87.9K
MTG icon
1471
MGIC Investment
MTG
$6.47B
$87.7K ﹤0.01%
3,711
-1,657
-31% -$41.4K
LVS icon
1472
Las Vegas Sands
LVS
$31.4B
$87.2K ﹤0.01%
1,774
-10,990
-86% -$570K
ANF icon
1473
Abercrombie & Fitch
ANF
$4.55B
$87K ﹤0.01%
574
-126
-18% -$18.4K
VOD icon
1474
Vodafone
VOD
$37.1B
$87K ﹤0.01%
10,598
+4,846
+84% +$44.1K
PFGC icon
1475
Performance Food Group
PFGC
$18.3B
$86.9K ﹤0.01%
1,013
-56
-5% -$4.72K
57 58
59
60 61

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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.