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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
SFM icon
151
Sprouts Farmers Market
SFM
$7.04B
$71.1M 0.13%
506,874
-16,904
-3% -$2.25M
RACE icon
152
Ferrari
RACE
$63.3B
$71M 0.13%
163,787
+5,761
+4% +$2.6M
QQQ icon
153
Invesco QQQ Trust
QQQ
$455B
$70.4M 0.13%
136,665
+1,182
+0.9% +$598K
HDB icon
154
HDFC Bank
HDB
$119B
$68.8M 0.12%
2,277,824
-57,950
-2% -$1.85M
AZO icon
155
AutoZone
AZO
$48.3B
$68.6M 0.12%
20,769
-623
-3% -$1.97M
TW icon
156
Tradeweb Markets
TW
$21.3B
$65.5M 0.12%
488,561
-12,175
-2% -$1.61M
TXN icon
157
Texas Instruments
TXN
$255B
$65.1M 0.12%
339,778
-5,506
-2% -$1.1M
AXP icon
158
American Express
AXP
$223B
$65.1M 0.12%
214,952
-1,478
-0.7% -$425K
ROST icon
159
Ross Stores
ROST
$76.6B
$64.5M 0.12%
417,173
-12,915
-3% -$1.9M
CPAY icon
160
Corpay
CPAY
$24.2B
$64.1M 0.12%
179,371
-4,103
-2% -$1.44M
CMCSA icon
161
Comcast
CMCSA
$79.1B
$62.2M 0.11%
1,674,064
-68,152
-4% -$2.83M
AAXJ icon
162
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$60.4M 0.11%
841,933
+60,875
+8% +$4.62M
SHEL icon
163
Shell
SHEL
$245B
$60.2M 0.11%
929,488
-5,321
-0.6% -$349K
TSCO icon
164
Tractor Supply
TSCO
$16.3B
$59.3M 0.11%
1,089,542
-31,803
-3% -$1.8M
VEEV icon
165
Veeva Systems
VEEV
$30.3B
$58.6M 0.11%
269,860
-7,275
-3% -$1.6M
HUBB icon
166
Hubbell
HUBB
$25.7B
$54.8M 0.1%
125,932
-3,197
-2% -$1.43M
MAR icon
167
Marriott International
MAR
$98.7B
$53.9M 0.1%
197,186
-4,978
-2% -$1.37M
CAH icon
168
Cardinal Health
CAH
$53.4B
$53.5M 0.1%
436,689
-1,294
-0.3% -$151K
AXON
169
Axon Enterprise
AXON
$40.5B
$53.4M 0.1%
92,539
-1,351
-1% -$735K
ICLR icon
170
Icon
ICLR
$12.8B
$52.7M 0.1%
240,148
-21,748
-8% -$5.08M
MTDR icon
171
Matador Resources
MTDR
$6.31B
$52.3M 0.09%
870,335
– –
CB icon
172
Chubb
CB
$140B
$49.3M 0.09%
185,052
-2,708
-1% -$769K
SAN icon
173
Banco Santander
SAN
$194B
$49.2M 0.09%
10,557,999
-136,984
-1% -$658K
ALNY icon
174
Alnylam Pharmaceuticals
ALNY
$36.3B
$48.9M 0.09%
203,368
-5,118
-2% -$1.35M
APP icon
175
Applovin
APP
$132B
$48.8M 0.09%
148,323
+147,777
+27,065% +$37.4M
5 6
7
8 9

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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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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.