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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYTK icon
1626
Cytokinetics
CYTK
$10.8B
$57.1K ﹤0.01%
+1,007
New +$60.8K
PPA icon
1627
Invesco Aerospace & Defense ETF
PPA
$8.39B
$56.9K ﹤0.01%
552
+1
+0.2% +$103
CHRD icon
1628
Chord Energy
CHRD
$7.25B
$56.9K ﹤0.01%
335
-728
-68% -$129K
SKYW icon
1629
Skywest
SKYW
$4.51B
$56.6K ﹤0.01%
677
– –
EPRT icon
1630
Essential Properties Realty Trust
EPRT
$6.94B
$56.6K ﹤0.01%
2,000
– –
SPAB icon
1631
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.81B
$56.4K ﹤0.01%
+2,239
New +$55.8K
FXI icon
1632
iShares China Large-Cap ETF
FXI
$4.27B
$56.4K ﹤0.01%
2,150
-3,274
-60% -$86K
NEO icon
1633
NeoGenomics
NEO
$1.74B
$56.2K ﹤0.01%
4,099
-2,687
-40% -$38.1K
TSLY icon
1634
YieldMax TSLA Option Income Strategy ETF
TSLY
$624M
$56.1K ﹤0.01%
659
– –
CSW
1635
CSW Industrials
CSW
$4.87B
$56K ﹤0.01%
205
– –
TMFC icon
1636
Motley Fool 100 Index ETF
TMFC
$2.01B
$55.7K ﹤0.01%
1,000
-700
-41% -$35.3K
MATX icon
1637
Matsons
MATX
$6.15B
$55.6K ﹤0.01%
447
– –
PCT icon
1638
PureCycle Technologies
PCT
$1.24B
$55.4K ﹤0.01%
10,500
– –
LOGI icon
1639
Logitech
LOGI
$16B
$55.3K ﹤0.01%
582
-202
-26% -$18.2K
SYF icon
1640
Synchrony
SYF
$25.1B
$55.1K ﹤0.01%
1,155
+135
+13% +$5.86K
NTNX icon
1641
Nutanix
NTNX
$16B
$55.1K ﹤0.01%
924
+36
+4% +$2.21K
SAMT icon
1642
Strategas Macro Thematic Opportunities ETF
SAMT
$864M
$54.8K ﹤0.01%
2,070
– –
EEMS icon
1643
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$350M
$54.8K ﹤0.01%
880
– –
IEP icon
1644
Icahn Enterprises
IEP
$5.26B
$54.8K ﹤0.01%
3,203
+957
+43% +$16.2K
FENI icon
1645
Fidelity Enhanced International ETF
FENI
$10.6B
$54.4K ﹤0.01%
1,886
+492
+35% +$14K
CIBR icon
1646
First Trust NASDAQ Cybersecurity ETF
CIBR
$14B
$54.2K ﹤0.01%
943
+700
+288% +$38.3K
FXL icon
1647
First Trust Technology AlphaDEX Fund
FXL
$2.45B
$54.2K ﹤0.01%
389
– –
UWM icon
1648
ProShares Ultra Russell2000
UWM
$249M
$53.9K ﹤0.01%
1,460
– –
FR icon
1649
First Industrial Realty Trust
FR
$8.77B
$53.7K ﹤0.01%
1,125
-1,082
-49% -$51.8K
EIDO icon
1650
iShares MSCI Indonesia ETF
EIDO
$467M
$53.7K ﹤0.01%
2,701
– –
64 65
66
67 68

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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.