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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
DJP icon
1626
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$801M
$58.7K ﹤0.01%
1,809
– –
VSXY
1627
Victoria's Secret
VSXY
$7.09B
$58.5K ﹤0.01%
1,521
– –
IBDS icon
1628
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$58.5K ﹤0.01%
2,441
+6
+0.2% +$144
SPSB icon
1629
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$58.5K ﹤0.01%
1,957
+266
+16% +$7.97K
GNMA icon
1630
iShares GNMA Bond ETF
GNMA
$423M
$58.4K ﹤0.01%
1,370
– –
ATKR icon
1631
Atkore
ATKR
$2.41B
$58.1K ﹤0.01%
701
+31
+5% +$2.73K
VGLT icon
1632
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$58.1K ﹤0.01%
1,064
– –
CGXU icon
1633
Capital Group International Focus Equity ETF
CGXU
$6.07B
$58K ﹤0.01%
2,320
-8,320
-78% -$216K
XYLD icon
1634
Global X S&P 500 Covered Call ETF
XYLD
$3.19B
$57.9K ﹤0.01%
1,374
+25
+2% +$1.05K
RBLX icon
1635
Roblox
RBLX
$35.9B
$57.4K ﹤0.01%
925
-131
-12% -$6.59K
CBRL icon
1636
Cracker Barrel
CBRL
$1.26B
$57.3K ﹤0.01%
1,000
– –
PFLT icon
1637
PennantPark Floating Rate Capital
PFLT
$698M
$57.3K ﹤0.01%
5,196
+196
+4% +$2.2K
MBC icon
1638
MasterBrand
MBC
$1.09B
$57.1K ﹤0.01%
3,754
+134
+4% +$2.29K
ZUO
1639
DELISTED
Zuora, Inc.
ZUO
$56.7K ﹤0.01%
5,700
-100
-2% -$970
PRG icon
1640
PROG Holdings
PRG
$1.71B
$56.5K ﹤0.01%
1,370
+977
+249% +$45.1K
RITM icon
1641
Rithm Capital
RITM
$5.58B
$56.5K ﹤0.01%
5,155
-4,905
-49% -$53.1K
BUD icon
1642
AB InBev
BUD
$164B
$56.4K ﹤0.01%
1,150
-3,557
-76% -$206K
BAB icon
1643
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$56.2K ﹤0.01%
2,155
– –
SPAB icon
1644
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$55.7K ﹤0.01%
2,239
– –
PDP icon
1645
Invesco Dorsey Wright Momentum ETF
PDP
$1.38B
$55.6K ﹤0.01%
510
– –
CRSP icon
1646
CRISPR Therapeutics
CRSP
$4.69B
$55.5K ﹤0.01%
1,345
– –
ISTB icon
1647
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$55.5K ﹤0.01%
1,162
+325
+39% +$15.6K
NTLA icon
1648
Intellia Therapeutics
NTLA
$1.51B
$55.4K ﹤0.01%
4,611
-3,771
-45% -$58.9K
BUG icon
1649
Global X Cybersecurity ETF
BUG
$1.25B
$55.3K ﹤0.01%
1,724
– –
JELD icon
1650
JELD-WEN Holding
JELD
$110M
$55.3K ﹤0.01%
7,173
-2,050
-22% -$24.7K
64 65
66
67 68

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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 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.