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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
QTUM icon
1701
Defiance Quantum ETF
QTUM
$5.19B
$47.1K ﹤0.01%
586
– –
LBRT icon
1702
Liberty Energy
LBRT
$2.93B
$47K ﹤0.01%
2,197
+1,583
+258% +$29.3K
POWR
1703
iShares U.S. Power Infrastructure ETF
POWR
$437M
$46.9K ﹤0.01%
2,000
– –
UTF icon
1704
Cohen & Steers Infrastructure Fund
UTF
$3.11B
$46.7K ﹤0.01%
1,951
+36
+2% +$905
CUBE icon
1705
CubeSmart
CUBE
$9.34B
$46.5K ﹤0.01%
1,125
-55
-5% -$2.64K
KBDC
1706
Kayne Anderson BDC
KBDC
$894M
$46.5K ﹤0.01%
+2,782
New +$45.7K
S icon
1707
SentinelOne
S
$6.31B
$46.3K ﹤0.01%
2,059
+1,846
+867% +$47.1K
ARMK icon
1708
Aramark
ARMK
$15.1B
$46.3K ﹤0.01%
1,256
+229
+22% +$8.9K
MWA icon
1709
Mueller Water Products
MWA
$3.9B
$46.2K ﹤0.01%
2,091
-3,000
-59% -$70.5K
PLYM
1710
DELISTED
Plymouth Industrial REIT
PLYM
$45.9K ﹤0.01%
2,701
+36
+1% +$712
CIEN icon
1711
Ciena
CIEN
$52.7B
$45.6K ﹤0.01%
554
+442
+395% +$31.7K
WSC icon
1712
WillScot Mobile Mini Holdings
WSC
$4.35B
$45.5K ﹤0.01%
1,338
-23
-2% -$845
TSLX icon
1713
Sixth Street Specialty
TSLX
$1.64B
$45.2K ﹤0.01%
2,144
-983
-31% -$20.4K
JQC icon
1714
Nuveen Credit Strategies Income Fund
JQC
$705M
$45K ﹤0.01%
7,871
+137
+2% +$791
DXJ icon
1715
WisdomTree Japan Hedged Equity Fund
DXJ
$7.13B
$44.9K ﹤0.01%
406
– –
CRS icon
1716
Carpenter Technology
CRS
$25B
$44.7K ﹤0.01%
243
+127
+109% +$21.8K
PPT
1717
Franklin Premier Income Trust
PPT
$323M
$44.6K ﹤0.01%
12,523
+214
+2% +$770
LSTR icon
1718
Landstar System
LSTR
$5.75B
$44.5K ﹤0.01%
265
-135
-34% -$24.7K
CION icon
1719
CION Investment
CION
$294M
$44.3K ﹤0.01%
4,000
– –
BG icon
1720
Bunge Global
BG
$20.4B
$44.3K ﹤0.01%
572
-1,026
-64% -$90.1K
TYG
1721
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$44K ﹤0.01%
1,002
-500
-33% -$21.1K
PJT icon
1722
PJT Partners
PJT
$4.33B
$43.7K ﹤0.01%
276
+146
+112% +$22.3K
ESGD icon
1723
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$43.4K ﹤0.01%
567
– –
BDSX icon
1724
Biodesix
BDSX
$221M
$43.4K ﹤0.01%
1,467
– –
CWST icon
1725
Casella Waste Systems
CWST
$5.69B
$43.4K ﹤0.01%
404
– –
67 68
69
70 71

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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.