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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPGP icon
1476
IPG Photonics
IPGP
$3.57B
$81.7K ﹤0.01%
956
+394
+70% +$34K
JELD icon
1477
JELD-WEN Holding
JELD
$98.2M
$80.9K ﹤0.01%
6,188
+2,068
+50% +$34.5K
TPH
1478
DELISTED
Tri Pointe Homes
TPH
$80.6K ﹤0.01%
2,198
+2,058
+1,470% +$77.5K
JMBS icon
1479
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$80.5K ﹤0.01%
1,795
– –
UFPI icon
1480
UFP Industries
UFPI
$5.14B
$80.3K ﹤0.01%
738
-40
-5% -$4.65K
HYGH icon
1481
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$591M
$80K ﹤0.01%
941
-1
-0.1% -$85
ADC icon
1482
Agree Realty
ADC
$9.74B
$79.8K ﹤0.01%
1,288
+38
+3% +$2.25K
FAF icon
1483
First American
FAF
$8.08B
$79.8K ﹤0.01%
1,515
+739
+95% +$41.1K
INFY icon
1484
Infosys
INFY
$50B
$79.7K ﹤0.01%
4,085
+593
+17% +$10.3K
TSL icon
1485
GraniteShares 1.25x Long TSLA Daily ETF
TSL
$8.15M
$79.4K ﹤0.01%
+7,500
New +$50.9K
CINF icon
1486
Cincinnati Financial
CINF
$28.3B
$79.2K ﹤0.01%
679
-199
-23% -$23.3K
AAL icon
1487
American Airlines Group
AAL
$10.2B
$79.2K ﹤0.01%
7,245
-4,944
-41% -$65K
AMRC icon
1488
Ameresco
AMRC
$1.04B
$79K ﹤0.01%
3,000
– –
ARTY
1489
iShares Future AI & Tech ETF
ARTY
$3.35B
$78.3K ﹤0.01%
2,307
+2,079
+912% +$69.3K
IAT icon
1490
iShares US Regional Banks ETF
IAT
$682M
$78.2K ﹤0.01%
1,907
+412
+28% +$17K
UTG icon
1491
Reaves Utility Income Fund
UTG
$3.57B
$78.2K ﹤0.01%
+2,840
New +$77.4K
CHRW icon
1492
C.H. Robinson
CHRW
$20B
$78K ﹤0.01%
901
-23
-2% -$1.84K
USA icon
1493
Liberty All-Star Equity Fund
USA
$1.79B
$78K ﹤0.01%
11,325
– –
EVR icon
1494
Evercore
EVR
$13.2B
$77.8K ﹤0.01%
366
+7
+2% +$1.36K
SMG icon
1495
ScottsMiracle-Gro
SMG
$4.25B
$77.3K ﹤0.01%
1,243
-60
-5% -$4.1K
MTCH icon
1496
Match Group
MTCH
$9.16B
$77.1K ﹤0.01%
2,553
-20
-0.8% -$632
COWZ icon
1497
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$76.9K ﹤0.01%
1,431
– –
MVBF icon
1498
MVB Financial
MVBF
$383M
$76.8K ﹤0.01%
4,130
+36
+0.9% +$686
LLYVK icon
1499
Liberty Live Group Series C
LLYVK
$9.45B
$76.5K ﹤0.01%
2,010
-142
-7% -$5.5K
AKAM icon
1500
Akamai
AKAM
$16.3B
$76K ﹤0.01%
818
-1,182
-59% -$114K
58 59
60
61 62

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.