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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
EBIZ icon
1701
Global X E-commerce ETF
EBIZ
$28.4M
$48K ﹤0.01%
+2,010
New +$43.9K
GFI icon
1702
Gold Fields
GFI
$30B
$47.9K ﹤0.01%
+3,000
New +$41.7K
AAP icon
1703
Advance Auto Parts
AAP
$3.39B
$47.8K ﹤0.01%
+560
New +$38.7K
IIPR icon
1704
Innovative Industrial Properties
IIPR
$1.76B
$47.8K ﹤0.01%
+474
New +$45.2K
BMRN icon
1705
BioMarin Pharmaceuticals
BMRN
$11.7B
$47.7K ﹤0.01%
+548
New +$49.1K
NVRO
1706
DELISTED
NEVRO CORP.
NVRO
$47.7K ﹤0.01%
+3,580
New +$59.2K
IBDS icon
1707
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$47.6K ﹤0.01%
+2,010
New +$47.9K
CSW
1708
CSW Industrials
CSW
$5.11B
$47.5K ﹤0.01%
+205
New +$45.7K
XLG icon
1709
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$47K ﹤0.01%
+1,115
New +$44.8K
HRMY icon
1710
Harmony Biosciences
HRMY
$2.08B
$46.8K ﹤0.01%
+1,418
New +$45.5K
SKYW icon
1711
Skywest
SKYW
$4.29B
$46.5K ﹤0.01%
+677
New +$40.1K
HAE icon
1712
Haemonetics
HAE
$3.85B
$46.5K ﹤0.01%
+548
New +$43K
FAF icon
1713
First American
FAF
$7.71B
$46.4K ﹤0.01%
+776
New +$45.8K
LZ icon
1714
LegalZoom.com
LZ
$1.35B
$46.3K ﹤0.01%
+3,450
New +$39.7K
XPER icon
1715
Xperi
XPER
$364M
$46K ﹤0.01%
+3,941
New +$43.3K
LUNG icon
1716
Pulmonx
LUNG
$68M
$45.6K ﹤0.01%
+5,000
New +$58.6K
CIM
1717
Chimera Investment
CIM
$1.06B
$45.4K ﹤0.01%
3,333
– –
RING icon
1718
iShares MSCI Global Gold Miners ETF
RING
$2.34B
$45.4K ﹤0.01%
+1,770
New +$39.9K
PSI icon
1719
Invesco Semiconductors ETF
PSI
$2.27B
$45.3K ﹤0.01%
+795
New +$41.3K
SARK icon
1720
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$43.6M
$45.1K ﹤0.01%
+550
New +$45.7K
BTX
1721
BlackRock Technology and Private Equity Term Trust
BTX
$922M
$44.9K ﹤0.01%
+5,533
New +$42.9K
PFLT icon
1722
PennantPark Floating Rate Capital
PFLT
$696M
$44.8K ﹤0.01%
+4,000
New +$46.1K
CION icon
1723
CION Investment
CION
$294M
$44.4K ﹤0.01%
+4,000
New +$44.1K
LLYVA icon
1724
Liberty Live Group Series A
LLYVA
$9.39B
$44.3K ﹤0.01%
+1,077
New +$40.2K
SPGP icon
1725
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$44.3K ﹤0.01%
+415
New +$41.3K
67 68
69
70 71

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.