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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATI icon
1826
ATI
ATI
$24.8B
$34.2K ﹤0.01%
+670
New +$30.3K
LNKB
1827
DELISTED
LINKBANCORP
LNKB
$34.1K ﹤0.01%
+4,938
New +$35.6K
FRME icon
1828
First Merchants
FRME
$2.69B
$33.9K ﹤0.01%
+994
New +$34.1K
HFRO
1829
Highland Opportunities and Income Fund
HFRO
$407M
$33.9K ﹤0.01%
+4,974
New +$33.6K
MEGI
1830
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$800M
$33.8K ﹤0.01%
+2,700
New +$34.5K
GSG icon
1831
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$33.8K ﹤0.01%
+1,519
New +$31.9K
LAR
1832
Lithium Argentina AG
LAR
$972M
$33.6K ﹤0.01%
+5,970
New +$29K
OM icon
1833
Outset Medical
OM
$88.1M
$33.5K ﹤0.01%
1,075
– –
GDYN icon
1834
Grid Dynamics Holdings
GDYN
$590M
$33.5K ﹤0.01%
+2,807
New +$36.6K
HEDJ icon
1835
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$33.5K ﹤0.01%
+690
New +$31K
DXC icon
1836
DXC Technology
DXC
$1.82B
$33.4K ﹤0.01%
+1,587
New +$34.6K
HQL
1837
abrdn Life Sciences Investors
HQL
$584M
$33.3K ﹤0.01%
+2,469
New +$34.2K
BGS icon
1838
B&G Foods
BGS
$293M
$33.3K ﹤0.01%
+2,947
New +$30.9K
KRBN icon
1839
KraneShares Global Carbon Strategy ETF
KRBN
$140M
$33.2K ﹤0.01%
+1,077
New +$33.4K
CLB icon
1840
Core Laboratories
CLB
$477M
$33K ﹤0.01%
+1,929
New +$30.3K
FDL icon
1841
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$33K ﹤0.01%
+860
New +$31.5K
EZU icon
1842
iShare MSCI Eurozone ETF
EZU
$9.65B
$32.7K ﹤0.01%
+641
New +$30.9K
NX icon
1843
Quanex
NX
$818M
$32.7K ﹤0.01%
+882
New +$29.4K
FLNG icon
1844
FLEX LNG
FLNG
$1.68B
$32.4K ﹤0.01%
+1,263
New +$34.6K
RCS
1845
PIMCO Strategic Income Fund
RCS
$243M
$32.4K ﹤0.01%
+5,313
New +$32.3K
SIRI icon
1846
SiriusXM
SIRI
$10.4B
$32.4K ﹤0.01%
+846
New +$40.2K
DBP icon
1847
Invesco DB Precious Metals Fund
DBP
$241M
$32.4K ﹤0.01%
+600
New +$30K
ECHO
1848
EchoStar
ECHO
$25B
$32.4K ﹤0.01%
+2,307
New +$32.2K
OGS icon
1849
ONE Gas
OGS
$4.9B
$32.4K ﹤0.01%
+509
New +$31.2K
IEZ icon
1850
iShares US Oil Equipment & Services ETF
IEZ
$353M
$32.4K ﹤0.01%
+1,361
New +$29K
72 73
74
75 76

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Comerica Bank
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CWM
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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
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CIBC Private Wealth Group's Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.