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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
IT icon
126
Gartner
IT
$9.41B
$97.1M 0.18%
195,928
-6,739
-3% -$3.47M
NOW icon
127
ServiceNow
NOW
$102B
$95.1M 0.17%
453,200
+323,045
+248% +$65.4M
DKS icon
128
Dick's Sporting Goods
DKS
$18.4B
$94.4M 0.17%
404,116
-7,920
-2% -$1.66M
TSM icon
129
TSMC
TSM
$2.09T
$93.6M 0.17%
451,898
+13,911
+3% +$2.69M
PAA icon
130
Plains All American Pipeline
PAA
$17.4B
$92.5M 0.17%
4,936,982
+1,162,933
+31% +$20.2M
CL icon
131
Colgate-Palmolive
CL
$72.6B
$90.1M 0.16%
1,029,865
+561
+0.1% +$53.5K
EFA icon
132
iShares MSCI EAFE ETF
EFA
$76.4B
$88.9M 0.16%
1,166,027
-11,653
-1% -$923K
GVI icon
133
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$87.4M 0.16%
839,892
+207,285
+33% +$21.8M
AMGN icon
134
Amgen
AMGN
$203B
$86.8M 0.16%
328,563
+10,946
+3% +$3.25M
MLPB icon
135
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$250M
$86.3M 0.16%
3,324,066
-43,294
-1% -$1.08M
ORCL icon
136
Oracle
ORCL
$331B
$85.8M 0.16%
526,006
-4,971
-0.9% -$883K
STEP icon
137
StepStone Group
STEP
$3.48B
$85.5M 0.16%
1,409,089
+297,989
+27% +$18.5M
ACN icon
138
Accenture
ACN
$89.9B
$82.3M 0.15%
230,075
-3,255
-1% -$1.17M
DDOG icon
139
Datadog
DDOG
$87.9B
$82M 0.15%
577,679
-14,550
-2% -$2M
KNSL icon
140
Kinsale Capital Group
KNSL
$7.95B
$81.2M 0.15%
192,303
-5,889
-3% -$2.79M
TTD icon
141
Trade Desk
TTD
$8.13B
$80.9M 0.15%
665,543
-15,190
-2% -$1.88M
PG icon
142
Procter & Gamble
PG
$343B
$80.6M 0.15%
497,496
-22,186
-4% -$3.78M
CHKP icon
143
Check Point Software Technologies
CHKP
$13.3B
$80M 0.15%
436,961
+11,284
+3% +$2.13M
GS icon
144
Goldman Sachs
GS
$313B
$77.6M 0.14%
133,726
-1,203
-0.9% -$671K
SHOP icon
145
Shopify
SHOP
$148B
$75.5M 0.14%
701,381
+611,071
+677% +$59.4M
OWL icon
146
Blue Owl Capital
OWL
$6.39B
$75.4M 0.14%
3,244,057
+1,057,101
+48% +$24.2M
DELL icon
147
Dell
DELL
$283B
$74.4M 0.13%
623,439
+9,826
+2% +$1.23M
MCHP icon
148
Microchip Technology
MCHP
$42.8B
$73.9M 0.13%
1,311,055
-485,844
-27% -$33.4M
COR icon
149
Cencora
COR
$60.3B
$73.4M 0.13%
308,718
-8,352
-3% -$1.96M
CDNS icon
150
Cadence Design Systems
CDNS
$90B
$72.7M 0.13%
240,139
-105,753
-31% -$30.7M
4 5
6
7 8

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FAF
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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.