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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
PARA
1576
DELISTED
Paramount Global Class B
PARA
$62.7K ﹤0.01%
+5,340
New +$67.2K
BCO icon
1577
Brink's
BCO
$4.84B
$62.6K ﹤0.01%
+687
New +$57.1K
CGGR icon
1578
Capital Group Growth ETF
CGGR
$23.7B
$62.5K ﹤0.01%
+1,950
New +$58.6K
KYN icon
1579
Kayne Anderson Energy Infrastructure Fund
KYN
$2.45B
$62.4K ﹤0.01%
+6,265
New +$56.6K
AGZ icon
1580
iShares Agency Bond ETF
AGZ
$559M
$62.2K ﹤0.01%
+580
New +$62.6K
UBS icon
1581
UBS Group
UBS
$175B
$62.2K ﹤0.01%
+2,040
New +$60.3K
SLAB icon
1582
Silicon Laboratories
SLAB
$7.15B
$62K ﹤0.01%
+437
New +$57.9K
SCHR
1583
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$62K ﹤0.01%
+2,552
New +$62.7K
REXR icon
1584
Rexford Industrial Realty
REXR
$8.56B
$61.9K ﹤0.01%
+1,267
New +$67K
DLS icon
1585
WisdomTree International SmallCap Dividend Fund
DLS
$1.06B
$61.8K ﹤0.01%
+952
New +$60.3K
PCT icon
1586
PureCycle Technologies
PCT
$1.27B
$61.7K ﹤0.01%
10,500
– –
HPS
1587
John Hancock Preferred Income Fund III
HPS
$456M
$61.7K ﹤0.01%
+4,000
New +$59.4K
SMMD icon
1588
iShares Russell 2500 ETF
SMMD
$3.56B
$61.6K ﹤0.01%
+950
New +$58.8K
MWA icon
1589
Mueller Water Products
MWA
$3.9B
$61.6K ﹤0.01%
+3,922
New +$58.3K
GOVT icon
1590
iShares US Treasury Bond ETF
GOVT
$43.7B
$61.5K ﹤0.01%
+2,731
New +$62.1K
INFY icon
1591
Infosys
INFY
$48.4B
$61.4K ﹤0.01%
+3,492
New +$67.9K
PDN icon
1592
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$356M
$61K ﹤0.01%
+1,859
New +$59.4K
VICR icon
1593
Vicor
VICR
$9.42B
$60.9K ﹤0.01%
+1,600
New +$62.2K
EQR icon
1594
Equity Residential
EQR
$25.2B
$60.7K ﹤0.01%
+988
New +$60.1K
SRPT icon
1595
Sarepta Therapeutics
SRPT
$1.64B
$60.6K ﹤0.01%
+472
New +$57.8K
PDBC icon
1596
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.36B
$60.3K ﹤0.01%
+4,319
New +$58K
CLF icon
1597
Cleveland-Cliffs
CLF
$6.64B
$60.3K ﹤0.01%
+2,659
New +$52.7K
ACA icon
1598
Arcosa
ACA
$7.13B
$60.3K ﹤0.01%
+716
New +$58.3K
CF icon
1599
CF Industries
CF
$19.3B
$60K ﹤0.01%
+720
New +$57.4K
HYT icon
1600
BlackRock Corporate High Yield Fund
HYT
$1.36B
$59.9K ﹤0.01%
+6,122
New +$59.1K
62 63
64
65 66

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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.