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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
KT icon
1826
KT
KT
$8.8B
$34.7K ﹤0.01%
2,198
+14
+0.6% +$223
SPXC icon
1827
SPX Corp
SPXC
$9.98B
$34.7K ﹤0.01%
242
+26
+12% +$4.19K
FLSP icon
1828
Franklin Systematic Style Premia ETF
FLSP
$1.02B
$34.6K ﹤0.01%
1,461
-1,214
-45% -$29.2K
USAC icon
1829
USA Compression Partners
USAC
$3.79B
$34.5K ﹤0.01%
1,450
– –
PBH icon
1830
Prestige Consumer Healthcare
PBH
$2.37B
$34.4K ﹤0.01%
463
+152
+49% +$11.8K
NLR icon
1831
VanEck Uranium + Nuclear Energy ETF
NLR
$3.88B
$34.3K ﹤0.01%
+405
New +$36.2K
TGTX icon
1832
TG Therapeutics
TGTX
$8.19B
$34.2K ﹤0.01%
1,189
-250
-17% -$7.17K
EBC icon
1833
Eastern Bankshares
EBC
$5.29B
$34K ﹤0.01%
1,983
– –
AER icon
1834
AerCap
AER
$24.1B
$33.9K ﹤0.01%
353
-86
-20% -$8.25K
RCS
1835
PIMCO Strategic Income Fund
RCS
$243M
$33.9K ﹤0.01%
5,313
– –
BRBR icon
1836
BellRing Brands
BRBR
$1.53B
$33.8K ﹤0.01%
467
-9,532
-95% -$677K
HRTG icon
1837
Heritage Insurance Holdings
HRTG
$907M
$33.8K ﹤0.01%
2,870
– –
CRH icon
1838
CRH
CRH
$64.1B
$33.8K ﹤0.01%
365
+17
+5% +$1.64K
STKL
1839
DELISTED
SunOpta
STKL
$33.7K ﹤0.01%
4,600
– –
BEPC icon
1840
Brookfield Renewable
BEPC
$6.04B
$33.7K ﹤0.01%
1,195
-2,852,606
-100% -$87.7M
IEO icon
1841
iShares US Oil & Gas Exploration & Production ETF
IEO
$572M
$33.6K ﹤0.01%
360
– –
MEGI
1842
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$800M
$33.6K ﹤0.01%
2,700
– –
FLNG icon
1843
FLEX LNG
FLNG
$1.68B
$33.6K ﹤0.01%
1,368
-3
-0.2% -$73
DJT icon
1844
Trump Media & Technology Group
DJT
$2.87B
$33.4K ﹤0.01%
966
– –
FIDU icon
1845
Fidelity MSCI Industrials Index ETF
FIDU
$2.29B
$33.3K ﹤0.01%
470
+430
+1,075% +$31.7K
INMD icon
1846
InMode
INMD
$868M
$33.3K ﹤0.01%
2,082
-3,290
-61% -$58.4K
TPVG icon
1847
TriplePoint Venture Growth BDC
TPVG
$185M
$33.3K ﹤0.01%
4,430
+1,000
+29% +$7.36K
CCEP icon
1848
Coca-Cola Europacific Partners
CCEP
$49.3B
$33.2K ﹤0.01%
438
-7
-2% -$541
IYE icon
1849
iShares US Energy ETF
IYE
$1.73B
$33.2K ﹤0.01%
708
– –
CZR icon
1850
Caesars Entertainment
CZR
$6.03B
$33.2K ﹤0.01%
1,037
-2,032
-66% -$80.5K
72 73
74
75 76

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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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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.