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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
MEDP icon
1751
Medpace
MEDP
$16.1B
$41.1K ﹤0.01%
116
-121
-51% -$41K
CMDY icon
1752
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$557M
$41.1K ﹤0.01%
855
-3,003
-78% -$147K
TDV icon
1753
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$269M
$41K ﹤0.01%
538
-849
-61% -$65.5K
VCYT icon
1754
Veracyte
VCYT
$4.77B
$41K ﹤0.01%
936
-25
-3% -$947
BMRN icon
1755
BioMarin Pharmaceuticals
BMRN
$11.7B
$40.8K ﹤0.01%
596
+233
+64% +$15.6K
ROKU icon
1756
Roku
ROKU
$21.5B
$40.8K ﹤0.01%
491
-267
-35% -$20.2K
NNN icon
1757
NNN REIT
NNN
$9.16B
$40.7K ﹤0.01%
1,046
+20
+2% +$886
BBDC icon
1758
Barings BDC
BBDC
$865M
$40.5K ﹤0.01%
4,322
– –
STRL icon
1759
Sterling Infrastructure
STRL
$17.8B
$40.3K ﹤0.01%
241
+4
+2% +$691
PARA
1760
DELISTED
Paramount Global Class B
PARA
$40.1K ﹤0.01%
3,770
-3,857
-51% -$41.5K
AMCR icon
1761
Amcor
AMCR
$20.9B
$39.8K ﹤0.01%
833
+168
+25% +$8.78K
CCJ icon
1762
Cameco
CCJ
$38.4B
$39.7K ﹤0.01%
773
+50
+7% +$2.72K
PZA icon
1763
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$39.4K ﹤0.01%
1,676
– –
CTA icon
1764
Simplify Managed Futures Strategy ETF
CTA
$1.56B
$39.3K ﹤0.01%
1,414
-841
-37% -$22.8K
HAE icon
1765
Haemonetics
HAE
$3.85B
$39.2K ﹤0.01%
502
+57
+13% +$4.58K
MZTI
1766
The Marzetti Company
MZTI
$2.95B
$39.2K ﹤0.01%
231
-80
-26% -$14.6K
NWN icon
1767
Northwest Natural Holdings
NWN
$2.11B
$39.2K ﹤0.01%
1,000
– –
WHD icon
1768
Cactus
WHD
$4.3B
$39.1K ﹤0.01%
657
+50
+8% +$3.14K
AUB icon
1769
Atlantic Union Bankshares
AUB
$6B
$38.9K ﹤0.01%
1,067
-3,509
-77% -$139K
VLT icon
1770
Invesco High Income Trust II
VLT
$65M
$38.9K ﹤0.01%
3,505
– –
BCAL icon
1771
Southern California Bancorp
BCAL
$679M
$38.9K ﹤0.01%
2,504
– –
SPHB icon
1772
Invesco S&P 500 High Beta ETF
SPHB
$970M
$38.9K ﹤0.01%
431
+300
+229% +$27.3K
NCNO icon
1773
nCino
NCNO
$2.01B
$38.9K ﹤0.01%
1,160
+116
+11% +$4.32K
FSV icon
1774
FirstService
FSV
$6.65B
$38.9K ﹤0.01%
219
– –
AOSL icon
1775
Alpha and Omega Semiconductor
AOSL
$931M
$38.9K ﹤0.01%
+1,000
New +$37.3K
69 70
71
72 73

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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.