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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
GOF icon
1526
Guggenheim Strategic Opportunities Fund
GOF
$2.2B
$73.9K ﹤0.01%
4,825
– –
TFII icon
1527
TFI International
TFII
$11.6B
$73.9K ﹤0.01%
555
+160
+41% +$22.8K
CGGR icon
1528
Capital Group Growth ETF
CGGR
$23.2B
$73.7K ﹤0.01%
1,950
– –
MUNI icon
1529
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$73.7K ﹤0.01%
1,426
-364
-20% -$19K
PPA icon
1530
Invesco Aerospace & Defense ETF
PPA
$8.07B
$73.5K ﹤0.01%
639
+87
+16% +$10.3K
ARGX icon
1531
argenx
ARGX
$55.2B
$73.4K ﹤0.01%
113
-17
-13% -$9.96K
DTD icon
1532
WisdomTree US Total Dividend Fund
DTD
$1.64B
$73.2K ﹤0.01%
962
+62
+7% +$4.83K
CNXC icon
1533
Concentrix
CNXC
$1.62B
$72.9K ﹤0.01%
1,599
– –
GUNR icon
1534
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$72.8K ﹤0.01%
1,978
-210
-10% -$8.28K
AZPN
1535
DELISTED
Aspen Technology Inc
AZPN
$72.8K ﹤0.01%
290
+110
+61% +$26.8K
FXH icon
1536
First Trust Health Care AlphaDEX Fund
FXH
$1.05B
$72.5K ﹤0.01%
680
– –
HBM icon
1537
Hudbay
HBM
$9.76B
$72.5K ﹤0.01%
8,232
+731
+10% +$6.55K
SUI icon
1538
Sun Communities
SUI
$15.8B
$72.5K ﹤0.01%
591
-823
-58% -$105K
SJNK icon
1539
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$72.4K ﹤0.01%
2,855
-70
-2% -$1.78K
QQEW icon
1540
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.71B
$72.3K ﹤0.01%
+571
New +$73.2K
EVLV icon
1541
Evolv Technologies
EVLV
$998M
$72.3K ﹤0.01%
22,233
– –
KVYO icon
1542
Klaviyo
KVYO
$5.8B
$72K ﹤0.01%
1,752
+1,102
+170% +$42.1K
MUSI icon
1543
American Century Multisector Income ETF
MUSI
$244M
$71.9K ﹤0.01%
1,665
-551
-25% -$24.1K
EFAV icon
1544
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.35B
$71.8K ﹤0.01%
1,013
-151
-13% -$11.1K
OCUL icon
1545
Ocular Therapeutix
OCUL
$1.83B
$71.3K ﹤0.01%
8,040
– –
NLY icon
1546
Annaly Capital Management
NLY
$17.3B
$70.9K ﹤0.01%
3,832
-1
-0% -$20
AI icon
1547
C3.ai
AI
$1.38B
$70.9K ﹤0.01%
2,128
+560
+36% +$17.4K
CIBR icon
1548
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$70.8K ﹤0.01%
1,103
+160
+17% +$10K
TXT icon
1549
Textron
TXT
$14.7B
$70.8K ﹤0.01%
931
+62
+7% +$5.19K
TRMB icon
1550
Trimble
TRMB
$13.6B
$70.7K ﹤0.01%
975
-321
-25% -$21.8K
60 61
62
63 64

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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.