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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
SPH icon
1576
Suburban Propane Partners
SPH
$1.21B
$66.1K ﹤0.01%
3,698
-3,560
-49% -$65.5K
REG icon
1577
Regency Centers
REG
$14.9B
$65.7K ﹤0.01%
937
-223
-19% -$16.3K
CODI icon
1578
Compass Diversified
CODI
$752M
$65.7K ﹤0.01%
3,000
-300
-9% -$6.74K
HUT
1579
Hut 8
HUT
$9.93B
$65.5K ﹤0.01%
+2,788
New +$56.9K
LLYVA icon
1580
Liberty Live Group Series A
LLYVA
$9.21B
$65.2K ﹤0.01%
1,003
– –
EVT icon
1581
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.06B
$65.1K ﹤0.01%
2,702
– –
SMMD icon
1582
iShares Russell 2500 ETF
SMMD
$3.53B
$64.9K ﹤0.01%
950
– –
ONTO icon
1583
Onto Innovation
ONTO
$10.9B
$64.8K ﹤0.01%
337
-100
-23% -$18.3K
SRPT icon
1584
Sarepta Therapeutics
SRPT
$1.64B
$64.8K ﹤0.01%
513
-187
-27% -$22.9K
COCH icon
1585
Envoy Medical
COCH
$49.5M
$64.8K ﹤0.01%
+43,182
New +$98.1K
BJ icon
1586
BJs Wholesale Club
BJ
$12.8B
$64.7K ﹤0.01%
699
-13
-2% -$1.18K
VIOO icon
1587
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.12B
$64.5K ﹤0.01%
+607
New +$67.1K
BBJP icon
1588
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
$64.5K ﹤0.01%
1,177
-839
-42% -$47.9K
COLD icon
1589
Americold
COLD
$4.21B
$64.4K ﹤0.01%
3,042
-4,100
-57% -$99.2K
RELX icon
1590
RELX
RELX
$66.7B
$64.4K ﹤0.01%
1,376
-103
-7% -$4.82K
IEI icon
1591
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$64.2K ﹤0.01%
557
-10,122
-95% -$1.18M
MARA icon
1592
Marathon Digital Holdings
MARA
$3.83B
$64.2K ﹤0.01%
3,500
+2,375
+211% +$48.1K
XSOE icon
1593
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$64.1K ﹤0.01%
2,100
– –
GRID
1594
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.8B
$63.7K ﹤0.01%
527
+433
+461% +$53.9K
WTM icon
1595
White Mountains Insurance
WTM
$5.33B
$63.6K ﹤0.01%
34
-5
-13% -$9.45K
IAK icon
1596
iShares US Insurance ETF
IAK
$521M
$63.6K ﹤0.01%
507
+439
+646% +$57.3K
HOG icon
1597
Harley-Davidson
HOG
$2.61B
$63.3K ﹤0.01%
2,193
-100
-4% -$3.31K
ETHA
1598
iShares Ethereum Trust ETF
ETHA
$5.49B
$63.3K ﹤0.01%
2,550
+422
+20% +$9.83K
UHAL.B icon
1599
U-Haul Holding Co Series N
UHAL.B
$12.4B
$63.3K ﹤0.01%
1,001
+900
+891% +$59.2K
EPRT icon
1600
Essential Properties Realty Trust
EPRT
$6.92B
$63.2K ﹤0.01%
2,000
– –
62 63
64
65 66

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
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
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
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.