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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXRT
1551
NexPoint Residential Trust
NXRT
$677M
$66.4K ﹤0.01%
+2,102
New +$65.3K
IBDR icon
1552
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$66.3K ﹤0.01%
+2,794
New +$66.6K
NFRA icon
1553
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.01B
$66.2K ﹤0.01%
+1,225
New +$65.5K
HQH
1554
abrdn Healthcare Investors
HQH
$1.26B
$66.1K ﹤0.01%
+3,972
New +$67.7K
AOR icon
1555
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$66K ﹤0.01%
+1,190
New +$64.2K
TXNM
1556
TXNM Energy Inc
TXNM
$6.42B
$65.7K ﹤0.01%
+1,758
New +$65.4K
KFY icon
1557
Korn Ferry
KFY
$4.18B
$65.5K ﹤0.01%
+1,011
New +$61K
WNC icon
1558
Wabash National
WNC
$504M
$65.3K ﹤0.01%
+2,255
New +$59.4K
ATMU icon
1559
Atmus Filtration Technologies
ATMU
$4.22B
$65.1K ﹤0.01%
+2,008
New +$48K
ESGE icon
1560
iShares ESG Aware MSCI EM ETF
ESGE
$6.52B
$65.1K ﹤0.01%
+2,013
New +$63.4K
PPL
1561
PPL Corp
PPL
$26.8B
$64.6K ﹤0.01%
+2,349
New +$62.5K
HSBC icon
1562
HSBC
HSBC
$367B
$64.5K ﹤0.01%
1,642
-20,034
-92% -$782K
BDC icon
1563
Belden
BDC
$4.56B
$64.5K ﹤0.01%
+711
New +$57.9K
LSTR icon
1564
Landstar System
LSTR
$5.75B
$64.5K ﹤0.01%
+340
New +$64.6K
MBC icon
1565
MasterBrand
MBC
$1.04B
$64.5K ﹤0.01%
+3,511
New +$55.7K
IVT icon
1566
InvenTrust Properties
IVT
$2.74B
$64.4K ﹤0.01%
+2,584
New +$65.1K
IRT icon
1567
Independence Realty Trust
IRT
$3.93B
$64.4K ﹤0.01%
+4,113
New +$62.9K
TOLZ icon
1568
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$178M
$64.2K ﹤0.01%
+1,408
New +$63.1K
COM icon
1569
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
$64K ﹤0.01%
+2,248
New +$62.8K
IAT icon
1570
iShares US Regional Banks ETF
IAT
$673M
$63.8K ﹤0.01%
+1,495
New +$61.3K
XFOR icon
1571
X4 Pharmaceuticals
XFOR
$377M
$63.5K ﹤0.01%
1,500
– –
DTD icon
1572
WisdomTree US Total Dividend Fund
DTD
$1.64B
$63.4K ﹤0.01%
+900
New +$60.5K
XNTK icon
1573
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$63K ﹤0.01%
+343
New +$60K
CPRX
1574
DELISTED
Catalyst Pharmaceutical
CPRX
$63K ﹤0.01%
+4,002
New +$60.3K
LEG icon
1575
Leggett & Platt
LEG
$1.37B
$62.8K ﹤0.01%
+3,325
New +$72.3K
61 62
63
64 65

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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 Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.