We are live on ! Find out more
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
MDYV icon
1801
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.77B
$36.4K ﹤0.01%
452
+39
+9% +$3.2K
SUSB icon
1802
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$36.3K ﹤0.01%
1,470
– –
MDU icon
1803
MDU Resources
MDU
$4.17B
$36.1K ﹤0.01%
2,000
-1,610
-45% -$28.2K
BCAT icon
1804
BlackRock Capital Allocation Term Trust
BCAT
$1.64B
$36.1K ﹤0.01%
+2,331
New +$37.5K
DFGR icon
1805
Dimensional Global Real Estate ETF
DFGR
$3.87B
$36K ﹤0.01%
+1,426
New +$39.1K
CSHI icon
1806
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.52B
$35.9K ﹤0.01%
+720
New +$35.9K
GSL icon
1807
Global Ship Lease
GSL
$1.6B
$35.9K ﹤0.01%
1,600
+1,577
+6,857% +$36.8K
SIGI icon
1808
Selective Insurance
SIGI
$5.64B
$35.9K ﹤0.01%
394
+33
+9% +$3.16K
IBOC icon
1809
International Bancshares
IBOC
$4.75B
$35.8K ﹤0.01%
561
+85
+18% +$5.64K
X
1810
DELISTED
US Steel
X
$35.5K ﹤0.01%
1,084
– –
MAT icon
1811
Mattel
MAT
$4.42B
$35.5K ﹤0.01%
1,927
-600
-24% -$11.3K
PFS icon
1812
Provident Financial Services
PFS
$3.24B
$35.5K ﹤0.01%
1,910
– –
NBIS
1813
Nebius Group N.V.
NBIS
$47.8B
$35.4K ﹤0.01%
1,153
-345
-23% -$8.41K
THO icon
1814
Thor Industries
THO
$3.95B
$35.4K ﹤0.01%
372
+86
+30% +$9.18K
MSGS icon
1815
Madison Square Garden
MSGS
$9.75B
$35.4K ﹤0.01%
164
– –
VITL icon
1816
Vital Farms
VITL
$536M
$35.2K ﹤0.01%
895
+540
+152% +$19.2K
XOP icon
1817
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.59B
$35.2K ﹤0.01%
255
-1,662
-87% -$227K
STEW
1818
SRH Total Return Fund
STEW
$1.78B
$35.2K ﹤0.01%
2,200
– –
RH icon
1819
RH
RH
$3.15B
$35.1K ﹤0.01%
86
+24
+39% +$8.54K
PPLT
1820
abrdn Physical Platinum Shares ETF
PPLT
$1.89B
$35K ﹤0.01%
4,000
-10
-0.2% -$88
PLXS icon
1821
Plexus
PLXS
$6.47B
$35K ﹤0.01%
214
– –
NSIT icon
1822
Insight Enterprises
NSIT
$3.86B
$35K ﹤0.01%
222
– –
BNTX icon
1823
BioNTech
BNTX
$23.5B
$34.9K ﹤0.01%
286
– –
DORM icon
1824
Dorman Products
DORM
$3.98B
$34.8K ﹤0.01%
277
+172
+164% +$22K
CELH icon
1825
Celsius Holdings
CELH
$7.5B
$34.7K ﹤0.01%
1,198
-5,739
-83% -$170K
71 72
73
74 75

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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.