We are live on ! Find out more
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
RSST icon
1601
Return Stacked US Stocks & Managed Futures ETF
RSST
$472M
$63.2K ﹤0.01%
2,577
-2,639
-51% -$63.2K
BLBD icon
1602
Blue Bird Corp
BLBD
$2.29B
$62.4K ﹤0.01%
1,548
-287
-16% -$12K
MATX icon
1603
Matsons
MATX
$6.11B
$62.2K ﹤0.01%
447
– –
STM icon
1604
STMicroelectronics
STM
$43.1B
$62.2K ﹤0.01%
2,460
+60
+3% +$1.59K
SITE icon
1605
SiteOne Landscape Supply
SITE
$4.09B
$62.1K ﹤0.01%
480
+12
+3% +$1.73K
LIT icon
1606
Global X Lithium & Battery Tech ETF
LIT
$1.46B
$62.1K ﹤0.01%
1,527
-188
-11% -$8.29K
JLL icon
1607
Jones Lang LaSalle
JLL
$15.8B
$62K ﹤0.01%
250
+50
+25% +$13.3K
UWM icon
1608
ProShares Ultra Russell2000
UWM
$241M
$61.5K ﹤0.01%
1,460
– –
SPGP icon
1609
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$61.4K ﹤0.01%
578
+163
+39% +$17.6K
COLM icon
1610
Columbia Sportswear
COLM
$3.25B
$61.3K ﹤0.01%
742
+10
+1% +$838
JNPR
1611
DELISTED
Juniper Networks
JNPR
$61.1K ﹤0.01%
1,592
+137
+9% +$5.18K
POWI icon
1612
Power Integrations
POWI
$3.15B
$60.8K ﹤0.01%
991
-9,145
-90% -$582K
SAMT icon
1613
Strategas Macro Thematic Opportunities ETF
SAMT
$851M
$60.8K ﹤0.01%
2,070
– –
IAI icon
1614
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.35B
$60.6K ﹤0.01%
417
+312
+297% +$44.5K
UFPI icon
1615
UFP Industries
UFPI
$4.95B
$60.6K ﹤0.01%
551
+68
+14% +$8.76K
HL icon
1616
Hecla Mining
HL
$9.49B
$60.5K ﹤0.01%
+11,371
New +$68K
TMFC icon
1617
Motley Fool 100 Index ETF
TMFC
$1.99B
$60.3K ﹤0.01%
1,000
– –
ZM icon
1618
Zoom
ZM
$27.1B
$59.9K ﹤0.01%
750
-199
-21% -$15.6K
AGZ icon
1619
iShares Agency Bond ETF
AGZ
$559M
$59.9K ﹤0.01%
555
-25
-4% -$2.72K
HPS
1620
John Hancock Preferred Income Fund III
HPS
$454M
$59.8K ﹤0.01%
4,000
– –
VMBS icon
1621
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$59.7K ﹤0.01%
1,325
-813
-38% -$37.4K
CC icon
1622
Chemours
CC
$2.48B
$58.9K ﹤0.01%
3,291
+1
+0% +$19
SHYG icon
1623
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$58.8K ﹤0.01%
1,375
+296
+27% +$12.7K
NWL icon
1624
Newell Brands
NWL
$2.21B
$58.8K ﹤0.01%
5,977
– –
FXL icon
1625
First Trust Technology AlphaDEX Fund
FXL
$2.4B
$58.7K ﹤0.01%
389
– –
63 64
65
66 67

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.