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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
FWONA icon
1501
Liberty Media Series A
FWONA
$23.4B
$80.6K ﹤0.01%
942
– –
SPSC icon
1502
SPS Commerce
SPSC
$2.55B
$80.3K ﹤0.01%
438
– –
PPL
1503
PPL Corp
PPL
$26.9B
$80.1K ﹤0.01%
2,491
-960
-28% -$31.6K
JPC icon
1504
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$79.7K ﹤0.01%
9,968
-1,574
-14% -$12.7K
USA icon
1505
Liberty All-Star Equity Fund
USA
$1.78B
$79.7K ﹤0.01%
11,325
– –
TFX icon
1506
Teleflex
TFX
$5.96B
$79.7K ﹤0.01%
448
-286
-39% -$58.7K
ACA icon
1507
Arcosa
ACA
$7.11B
$79.2K ﹤0.01%
834
-64
-7% -$6.43K
CYTK icon
1508
Cytokinetics
CYTK
$10.6B
$78.3K ﹤0.01%
1,653
+148
+10% +$7.69K
BSY icon
1509
Bentley Systems
BSY
$11.2B
$78.2K ﹤0.01%
1,673
+495
+42% +$24.1K
DFIS icon
1510
Dimensional International Small Cap ETF
DFIS
$5.72B
$77.4K ﹤0.01%
+3,176
New +$80.7K
SEIC icon
1511
SEI Investments
SEIC
$12.3B
$76.9K ﹤0.01%
943
+238
+34% +$18.7K
XAR icon
1512
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.78B
$76.6K ﹤0.01%
456
+225
+97% +$37.1K
ELAN icon
1513
Elanco Animal Health
ELAN
$13.2B
$76.4K ﹤0.01%
6,616
– –
NFG icon
1514
National Fuel Gas
NFG
$7.69B
$76K ﹤0.01%
1,221
+153
+14% +$9.38K
BKSY icon
1515
BlackSky Technology
BKSY
$843M
$76K ﹤0.01%
+7,500
New +$64.2K
PRGS icon
1516
Progress Software
PRGS
$1.75B
$75.7K ﹤0.01%
1,196
-317
-21% -$21.2K
SRCE icon
1517
1st Source
SRCE
$2.17B
$75.5K ﹤0.01%
1,325
– –
FTCS icon
1518
First Trust Capital Strength ETF
FTCS
$8.05B
$75.5K ﹤0.01%
862
-98
-10% -$8.92K
GLPI icon
1519
Gaming and Leisure Properties
GLPI
$13B
$75.4K ﹤0.01%
1,619
+24
+2% +$1.2K
XLG icon
1520
Invesco S&P 500 Top 50 ETF
XLG
$10.2B
$75.1K ﹤0.01%
1,494
+454
+44% +$22.4K
CRDO icon
1521
Credo Technology Group
CRDO
$33.1B
$75.1K ﹤0.01%
1,028
+348
+51% +$17.3K
CPT icon
1522
Camden Property Trust
CPT
$11.5B
$75K ﹤0.01%
675
-12
-2% -$1.44K
PTNQ icon
1523
Pacer Trendpilot 100 ETF
PTNQ
$1.16B
$74.4K ﹤0.01%
1,000
– –
EVH icon
1524
Evolent Health
EVH
$371M
$74.3K ﹤0.01%
5,900
-400
-6% -$7.03K
ACWV icon
1525
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.34B
$74.1K ﹤0.01%
681
-1
-0.1% -$113
59 60
61
62 63

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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.