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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
DEA
1476
Easterly Government Properties
DEA
$1.16B
$86.4K ﹤0.01%
3,000
-34
-1% -$1.08K
HAP icon
1477
VanEck Natural Resources ETF
HAP
$299M
$85.8K ﹤0.01%
1,858
– –
AVEM icon
1478
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
$85.6K ﹤0.01%
1,457
-1,601
-52% -$99.6K
EVR icon
1479
Evercore
EVR
$11.8B
$85.6K ﹤0.01%
312
-25
-7% -$7.08K
MTH icon
1480
Meritage Homes
MTH
$4.78B
$85.5K ﹤0.01%
2,244
+628
+39% +$57.3K
CLOI icon
1481
VanEck CLO ETF
CLOI
$1.49B
$85.5K ﹤0.01%
1,617
-482
-23% -$25.5K
IXUS icon
1482
iShares Core MSCI Total International Stock ETF
IXUS
$56.8B
$85.3K ﹤0.01%
1,285
+56
+5% +$3.89K
MGEE icon
1483
MGE Energy Inc
MGEE
$3.03B
$84.8K ﹤0.01%
930
+3
+0.3% +$290
OGE icon
1484
OGE Energy
OGE
$9.87B
$84.8K ﹤0.01%
2,076
+25
+1% +$1.04K
RXO icon
1485
RXO
RXO
$3.68B
$84.6K ﹤0.01%
3,358
-40
-1% -$1.12K
GEOS icon
1486
Geospace Technologies
GEOS
$84M
$84.4K ﹤0.01%
8,500
-1,500
-15% -$16.7K
SGDM icon
1487
Sprott Gold Miners ETF
SGDM
$542M
$83.7K ﹤0.01%
2,877
-349
-11% -$10.5K
CVSA
1488
Covista Inc
CVSA
$4.55B
$83.6K ﹤0.01%
885
-96
-10% -$8.03K
STAA icon
1489
STAAR Surgical
STAA
$1.19B
$83.4K ﹤0.01%
3,608
– –
CSW
1490
CSW Industrials
CSW
$4.44B
$83.4K ﹤0.01%
231
+76
+49% +$29.6K
TXNM
1491
TXNM Energy Inc
TXNM
$6.39B
$83.1K ﹤0.01%
1,758
– –
MVV icon
1492
ProShares Ultra MidCap400
MVV
$150M
$82.5K ﹤0.01%
1,200
– –
DVAX
1493
DELISTED
Dynavax Technologies
DVAX
$82K ﹤0.01%
6,500
– –
HYGH icon
1494
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$590M
$81.7K ﹤0.01%
944
-2
-0.2% -$173
KYN icon
1495
Kayne Anderson Energy Infrastructure Fund
KYN
$2.42B
$81.6K ﹤0.01%
6,266
-128
-2% -$1.58K
AMRC icon
1496
Ameresco
AMRC
$980M
$81.3K ﹤0.01%
3,000
– –
CZNC icon
1497
Citizens & Northern Corp
CZNC
$449M
$81.2K ﹤0.01%
4,357
– –
HSBC icon
1498
HSBC
HSBC
$352B
$81.1K ﹤0.01%
1,642
– –
VEGN icon
1499
US Vegan Climate ETF
VEGN
$171M
$81K ﹤0.01%
1,500
– –
TWN
1500
Taiwan Fund
TWN
$446M
$80.9K ﹤0.01%
2,085
– –
58 59
60
61 62

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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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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.