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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PTLO icon
1726
Portillo's
PTLO
$345M
$44K ﹤0.01%
4,603
-3,406
-43% -$37.9K
JQC icon
1727
Nuveen Credit Strategies Income Fund
JQC
$704M
$43.9K ﹤0.01%
7,668
+101
+1% +$563
VIVK
1728
Vivakor
VIVK
$1.54M
$43.8K ﹤0.01%
5
– –
UTF icon
1729
Cohen & Steers Infrastructure Fund
UTF
$3.09B
$43.4K ﹤0.01%
1,880
-220
-10% -$5.06K
SVOL icon
1730
Simplify Volatility Premium ETF
SVOL
$511M
$43.4K ﹤0.01%
1,911
+322
+20% +$7.25K
CHPT icon
1731
ChargePoint
CHPT
$137M
$43.2K ﹤0.01%
1,161
-6
-0.5% -$195
VNOM icon
1732
Viper Energy
VNOM
$8.44B
$43.1K ﹤0.01%
1,100
-139,000
-99% -$5.29M
ARKW icon
1733
ARK Web x.0 ETF
ARKW
$1.62B
$42.9K ﹤0.01%
536
+468
+688% +$36.1K
CROX icon
1734
Crocs
CROX
$6.65B
$42.6K ﹤0.01%
295
+41
+16% +$5.75K
ELTX icon
1735
Elicio Therapeutics
ELTX
$75.4M
$42.6K ﹤0.01%
7,000
– –
BNDX icon
1736
Vanguard Total International Bond ETF
BNDX
$82.1B
$42.5K ﹤0.01%
872
-4,543
-84% -$221K
ZUO
1737
DELISTED
Zuora, Inc.
ZUO
$42.5K ﹤0.01%
4,800
-130,067
-96% -$1.25M
X
1738
DELISTED
US Steel
X
$42.5K ﹤0.01%
1,084
+1,000
+1,190% +$38.2K
SILK
1739
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
$42.5K ﹤0.01%
1,571
-200
-11% -$4.16K
CVNA icon
1740
Carvana
CVNA
$48.6B
$42.4K ﹤0.01%
1,735
+1,145
+194% +$23K
CRNX icon
1741
Crinetics Pharmaceuticals
CRNX
$8.88B
$42.4K ﹤0.01%
+934
New +$43.1K
SPGP icon
1742
Invesco S&P 500 GARP ETF
SPGP
$2.25B
$42.4K ﹤0.01%
415
– –
SAND
1743
DELISTED
Sandstorm Gold
SAND
$42K ﹤0.01%
7,502
+7,500
+375,000% +$41.5K
STN icon
1744
Stantec
STN
$8.1B
$41.9K ﹤0.01%
495
-173
-26% -$14.1K
CGNX icon
1745
Cognex
CGNX
$9.66B
$41.7K ﹤0.01%
882
-5
-0.6% -$220
GMF icon
1746
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$413M
$41.6K ﹤0.01%
+366
New +$39.6K
OKTA icon
1747
Okta
OKTA
$23.6B
$41.6K ﹤0.01%
424
-140
-25% -$13.3K
NXP icon
1748
Nuveen Select Tax-Free Income Portfolio
NXP
$901M
$41.5K ﹤0.01%
+2,856
New +$40.7K
TGNA
1749
DELISTED
TEGNA Inc
TGNA
$41K ﹤0.01%
2,983
– –
LIVN icon
1750
LivaNova
LIVN
$4.5B
$41K ﹤0.01%
794
– –
68 69
70
71 72

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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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.