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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
EDIT icon
1651
Editas Medicine
EDIT
$413M
$53.1K ﹤0.01%
+7,300
New +$60.7K
NYT icon
1652
New York Times
NYT
$12.3B
$52.9K ﹤0.01%
+1,235
New +$56.2K
JOE icon
1653
St. Joe Company
JOE
$3.59B
$52.9K ﹤0.01%
+921
New +$50.8K
TSLY icon
1654
YieldMax TSLA Option Income Strategy ETF
TSLY
$622M
$52.9K ﹤0.01%
+659
New +$59.9K
SAMT icon
1655
Strategas Macro Thematic Opportunities ETF
SAMT
$853M
$52.8K ﹤0.01%
+2,070
New +$50.3K
MUFG icon
1656
Mitsubishi UFJ Financial
MUFG
$254B
$52.6K ﹤0.01%
+5,271
New +$51K
SILJ icon
1657
Amplify Junior Silver Miners ETF
SILJ
$3.3B
$52.6K ﹤0.01%
+5,193
New +$46.4K
ISTB icon
1658
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$52.5K ﹤0.01%
+1,114
New +$52.8K
XYLD icon
1659
Global X S&P 500 Covered Call ETF
XYLD
$3.22B
$52.4K ﹤0.01%
+1,286
New +$51.5K
EPRT icon
1660
Essential Properties Realty Trust
EPRT
$6.76B
$52.4K ﹤0.01%
+2,000
New +$50.1K
IPAC icon
1661
iShares Core MSCI Pacific ETF
IPAC
$2.68B
$52.3K ﹤0.01%
+834
New +$50.8K
FXL icon
1662
First Trust Technology AlphaDEX Fund
FXL
$2.5B
$52.3K ﹤0.01%
+389
New +$51.6K
EEMS icon
1663
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$347M
$52K ﹤0.01%
+880
New +$50.8K
CORZ icon
1664
Core Scientific
CORZ
$7.01B
$52K ﹤0.01%
+14,732
New +$51.1K
XRX icon
1665
Xerox
XRX
$456M
$52K ﹤0.01%
+2,920
New +$51.3K
ROKU icon
1666
Roku
ROKU
$21.5B
$51.9K ﹤0.01%
+808
New +$62.9K
FIW icon
1667
First Trust Water ETF
FIW
$1.85B
$51.8K ﹤0.01%
+511
New +$49K
KLIC icon
1668
Kulicke & Soffa
KLIC
$4.62B
$51.5K ﹤0.01%
+1,021
New +$51.1K
NTGR icon
1669
NETGEAR
NTGR
$616M
$51.5K ﹤0.01%
+3,281
New +$47.8K
SMLF icon
1670
iShares US Small Cap Equity Factor ETF
SMLF
$4.1B
$51.3K ﹤0.01%
+812
New +$48.5K
ARKG icon
1671
ARK Genomic Revolution ETF
ARKG
$1.6B
$51.2K ﹤0.01%
+1,807
New +$54.3K
MDU icon
1672
MDU Resources
MDU
$4.17B
$50.9K ﹤0.01%
+3,610
New +$41.8K
MZTI
1673
The Marzetti Company
MZTI
$2.95B
$50.8K ﹤0.01%
+246
New +$46.8K
CGSD icon
1674
Capital Group Short Duration Income ETF
CGSD
$2.39B
$50.7K ﹤0.01%
+2,000
New +$50.9K
OUT icon
1675
Outfront Media
OUT
$5.62B
$50.7K ﹤0.01%
+3,134
New +$44.2K
65 66
67
68 69

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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.