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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
CHRW icon
1551
C.H. Robinson
CHRW
$20.5B
$70.7K ﹤0.01%
682
-190
-22% -$20.4K
XNTK icon
1552
State Street SPDR NYSE Technology ETF
XNTK
$1.94B
$70.6K ﹤0.01%
343
– –
EXG icon
1553
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.91B
$70.4K ﹤0.01%
8,503
+103
+1% +$870
NTNX icon
1554
Nutanix
NTNX
$16.1B
$70.1K ﹤0.01%
1,124
+100
+10% +$6.54K
IPAC icon
1555
iShares Core MSCI Pacific ETF
IPAC
$2.59B
$70.1K ﹤0.01%
1,148
+306
+36% +$19.4K
BWA icon
1556
BorgWarner
BWA
$12.8B
$70.1K ﹤0.01%
2,222
-385
-15% -$13.1K
NEO icon
1557
NeoGenomics
NEO
$1.96B
$70K ﹤0.01%
3,764
-20
-0.5% -$311
UBS icon
1558
UBS Group
UBS
$170B
$69.6K ﹤0.01%
2,142
– –
SNDR icon
1559
Schneider National
SNDR
$6.17B
$69.4K ﹤0.01%
2,379
+2,331
+4,856% +$69.3K
VCLT icon
1560
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$69.2K ﹤0.01%
937
-148
-14% -$11.5K
OLN icon
1561
Olin
OLN
$2.53B
$68.4K ﹤0.01%
2,152
+332
+18% +$13.9K
AOR icon
1562
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.61B
$68.3K ﹤0.01%
1,190
– –
URA icon
1563
Global X Uranium ETF
URA
$5.21B
$68.3K ﹤0.01%
2,453
-4,864
-66% -$149K
CHWY icon
1564
Chewy
CHWY
$9.54B
$68.3K ﹤0.01%
1,885
-163
-8% -$5.07K
ASX icon
1565
ASE Group
ASX
$68.3B
$68.1K ﹤0.01%
6,328
+459
+8% +$4.57K
ICHR icon
1566
Ichor Holdings
ICHR
$2.17B
$68K ﹤0.01%
2,081
-386
-16% -$11.9K
KVUE icon
1567
Kenvue
KVUE
$38B
$67.9K ﹤0.01%
3,216
-3,759
-54% -$85.2K
SMG icon
1568
ScottsMiracle-Gro
SMG
$4.09B
$67.1K ﹤0.01%
997
-12
-1% -$949
SKYW icon
1569
Skywest
SKYW
$4.35B
$67.1K ﹤0.01%
604
-73
-11% -$7.45K
JOBY icon
1570
Joby Aviation
JOBY
$6.54B
$67K ﹤0.01%
7,060
+4,000
+131% +$26.5K
EFOR
1571
Everforth Inc
EFOR
$960M
$66.8K ﹤0.01%
768
-1,040
-58% -$95K
CWI icon
1572
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.7B
$66.7K ﹤0.01%
2,375
– –
NFRA icon
1573
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
$66.7K ﹤0.01%
1,225
– –
LFUS icon
1574
Littelfuse
LFUS
$10.4B
$66.4K ﹤0.01%
280
-399
-59% -$99.5K
BF.A icon
1575
Brown-Forman Class A
BF.A
$13.7B
$66.3K ﹤0.01%
1,869
– –
61 62
63
64 65

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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
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
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.