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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
SUSA icon
1776
iShares ESG Optimized MSCI USA ETF
SUSA
$4B
$38.8K ﹤0.01%
317
– –
PEN icon
1777
Penumbra
PEN
$12.6B
$38.7K ﹤0.01%
150
– –
KNX icon
1778
Knight Transportation
KNX
$11.3B
$38.6K ﹤0.01%
718
– –
INSM icon
1779
Insmed
INSM
$22B
$38.6K ﹤0.01%
588
+82
+16% +$5.91K
OGS icon
1780
ONE Gas
OGS
$4.9B
$38.5K ﹤0.01%
564
+10
+2% +$730
FRME icon
1781
First Merchants
FRME
$2.69B
$38.5K ﹤0.01%
994
– –
GMAB icon
1782
Genmab
GMAB
$17.6B
$38.4K ﹤0.01%
1,731
-1,614
-48% -$35.5K
PTLO icon
1783
Portillo's
PTLO
$334M
$38.4K ﹤0.01%
4,175
– –
IONS icon
1784
Ionis Pharmaceuticals
IONS
$8.81B
$38.4K ﹤0.01%
1,125
-1,300
-54% -$48.6K
GGAL icon
1785
Galicia Financial Group
GGAL
$8.29B
$38.3K ﹤0.01%
+540
New +$29.7K
FDIS icon
1786
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.63B
$38.3K ﹤0.01%
+394
New +$36.9K
SXT icon
1787
Sensient Technologies
SXT
$5.28B
$38.1K ﹤0.01%
541
-30
-5% -$2.31K
SMPL icon
1788
Simply Good Foods
SMPL
$918M
$38K ﹤0.01%
1,060
+445
+72% +$16.3K
ING icon
1789
ING
ING
$99.8B
$38K ﹤0.01%
2,407
-122
-5% -$1.98K
SPMO icon
1790
Invesco S&P 500 Momentum ETF
SPMO
$20.7B
$38K ﹤0.01%
393
– –
EGY icon
1791
Vaalco Energy
EGY
$567M
$37.8K ﹤0.01%
+8,700
New +$46.2K
STN icon
1792
Stantec
STN
$7.92B
$37.5K ﹤0.01%
488
– –
ATI icon
1793
ATI
ATI
$24.8B
$37.2K ﹤0.01%
670
– –
DBP icon
1794
Invesco DB Precious Metals Fund
DBP
$241M
$37.1K ﹤0.01%
600
– –
JD icon
1795
JD.com
JD
$43.6B
$36.9K ﹤0.01%
1,064
-1,286
-55% -$49.8K
MLAB icon
1796
Mesa Laboratories
MLAB
$558M
$36.7K ﹤0.01%
259
+1
+0.4% +$123
LIVN icon
1797
LivaNova
LIVN
$4.45B
$36.6K ﹤0.01%
762
-22
-3% -$1.13K
ECC
1798
Eagle Point Credit Company
ECC
$508M
$36.5K ﹤0.01%
4,000
-4,317
-52% -$40.5K
SMAR
1799
DELISTED
Smartsheet Inc.
SMAR
$36.4K ﹤0.01%
648
-198
-23% -$11.1K
CLOV icon
1800
Clover Health Investments
CLOV
$2.29B
$36.4K ﹤0.01%
10,000
-4,000
-29% -$14.3K
70 71
72
73 74

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.