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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
SCCO icon
1651
Southern Copper
SCCO
$145B
$55.3K ﹤0.01%
610
-2
-0.3% -$200
VNOM icon
1652
Viper Energy
VNOM
$8.48B
$55.2K ﹤0.01%
1,100
– –
MOS icon
1653
The Mosaic Company
MOS
$7.24B
$55.1K ﹤0.01%
2,234
-1,022
-31% -$26.7K
VKTX icon
1654
Viking Therapeutics
VKTX
$3.84B
$54.9K ﹤0.01%
1,351
+851
+170% +$48.5K
FELC icon
1655
Fidelity Enhanced Large Cap Core ETF
FELC
$7.92B
$54.8K ﹤0.01%
1,654
+656
+66% +$21.7K
TGNA
1656
DELISTED
TEGNA Inc
TGNA
$54.6K ﹤0.01%
2,983
– –
FDRR icon
1657
Fidelity Dividend ETF for Rising Rates
FDRR
$735M
$54K ﹤0.01%
1,046
– –
SPHY icon
1658
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$54K ﹤0.01%
2,291
– –
ASTS icon
1659
AST SpaceMobile
ASTS
$17.5B
$53.4K ﹤0.01%
2,372
+1,222
+106% +$29.8K
TKC icon
1660
Turkcell
TKC
$4.72B
$53.1K ﹤0.01%
7,850
– –
BEAM icon
1661
Beam Therapeutics
BEAM
$2.73B
$53.1K ﹤0.01%
1,981
-364
-16% -$9.29K
GWRE icon
1662
Guidewire Software
GWRE
$12.8B
$53K ﹤0.01%
309
+11
+4% +$2.06K
BBIO icon
1663
BridgeBio Pharma
BBIO
$16.1B
$53K ﹤0.01%
1,800
– –
MHO icon
1664
M/I Homes
MHO
$3.87B
$52.9K ﹤0.01%
414
– –
CRVL icon
1665
CorVel
CRVL
$3.03B
$52.6K ﹤0.01%
480
+120
+33% +$13.4K
MTTR
1666
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$52.3K ﹤0.01%
10,546
– –
GRBK icon
1667
Green Brick Partners
GRBK
$3.03B
$52.3K ﹤0.01%
942
– –
CHH icon
1668
Choice Hotels
CHH
$5.08B
$52K ﹤0.01%
370
+86
+30% +$12.2K
SIBN icon
1669
SI-BONE Inc
SIBN
$798M
$51.8K ﹤0.01%
3,600
– –
LOGI icon
1670
Logitech
LOGI
$14.6B
$51.4K ﹤0.01%
591
-44
-7% -$3.65K
NRG icon
1671
NRG Energy
NRG
$28.3B
$51.3K ﹤0.01%
521
+205
+65% +$19K
FNCL icon
1672
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$51.1K ﹤0.01%
741
+545
+278% +$37.5K
BTX
1673
BlackRock Technology and Private Equity Term Trust
BTX
$922M
$51.1K ﹤0.01%
+6,660
New +$51.2K
HYT icon
1674
BlackRock Corporate High Yield Fund
HYT
$1.36B
$50.7K ﹤0.01%
5,162
+56
+1% +$554
APLE icon
1675
Apple Hospitality REIT
APLE
$3.92B
$50.3K ﹤0.01%
3,460
+77
+2% +$1.19K
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 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.