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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
AB icon
1726
AllianceBernstein
AB
$3.43B
$43.4K ﹤0.01%
1,177
– –
TTC icon
1727
Toro Company
TTC
$8.72B
$43.4K ﹤0.01%
547
+127
+30% +$10.6K
BTO
1728
John Hancock Financial Opportunities Fund
BTO
$806M
$43.3K ﹤0.01%
1,241
– –
QLYS icon
1729
Qualys
QLYS
$4.99B
$43.3K ﹤0.01%
322
+10
+3% +$1.39K
AVDV icon
1730
Avantis International Small Cap Value ETF
AVDV
$19.1B
$43.2K ﹤0.01%
666
-17
-2% -$1.15K
EXLS icon
1731
EXL Service
EXLS
$5.21B
$43.1K ﹤0.01%
951
-218
-19% -$9.43K
SPHR icon
1732
Sphere Entertainment
SPHR
$5.31B
$42.9K ﹤0.01%
1,037
-100
-9% -$4.18K
VCEL icon
1733
Vericel Corp
VCEL
$2.43B
$42.6K ﹤0.01%
715
– –
VNQI icon
1734
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
$42.6K ﹤0.01%
1,093
+10
+0.9% +$433
ELTX icon
1735
Elicio Therapeutics
ELTX
$76.4M
$42.6K ﹤0.01%
7,000
– –
BATRK icon
1736
Atlanta Braves Holdings Series B
BATRK
$3.26B
$42.3K ﹤0.01%
1,156
– –
KTB icon
1737
Kontoor Brands
KTB
$4.63B
$42.3K ﹤0.01%
481
-762
-61% -$65.3K
FOX icon
1738
Fox Class B
FOX
$22B
$42.3K ﹤0.01%
907
+522
+136% +$22K
VUZI icon
1739
Vuzix
VUZI
$194M
$42.3K ﹤0.01%
10,000
– –
SERV
1740
Serve Robotics
SERV
$409M
$42.2K ﹤0.01%
+2,513
New +$26.4K
TRNO icon
1741
Terreno Realty
TRNO
$7.65B
$42.1K ﹤0.01%
720
-50
-6% -$3.08K
LRN icon
1742
Stride
LRN
$3.53B
$42.1K ﹤0.01%
386
+178
+86% +$16.9K
JUST icon
1743
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$556M
$41.9K ﹤0.01%
500
– –
PDN icon
1744
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$356M
$41.8K ﹤0.01%
1,320
-1,859
-58% -$61.4K
HIMS icon
1745
Hims & Hers Health
HIMS
$6.26B
$41.6K ﹤0.01%
1,618
-120
-7% -$2.97K
CSWC icon
1746
Capital Southwest
CSWC
$1.47B
$41.5K ﹤0.01%
1,890
+427
+29% +$10.1K
MIDD icon
1747
Middleby
MIDD
$6.03B
$41.4K ﹤0.01%
308
-290
-48% -$40K
EIDO icon
1748
iShares MSCI Indonesia ETF
EIDO
$480M
$41.3K ﹤0.01%
2,250
-451
-17% -$9.31K
BBN icon
1749
BlackRock Taxable Municipal Bond Trust
BBN
$976M
$41.3K ﹤0.01%
2,560
-6,465
-72% -$108K
DCOM icon
1750
Dime Commercial Bancshares
DCOM
$1.8B
$41.2K ﹤0.01%
1,316
– –
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 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.