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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
CROX icon
1851
Crocs
CROX
$6.14B
$33K ﹤0.01%
301
-38
-11% -$4.42K
GSG icon
1852
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$33K ﹤0.01%
1,500
– –
TCAF icon
1853
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.92B
$33K ﹤0.01%
981
+301
+44% +$10.1K
QMAR icon
1854
FT Vest Growth-100 Buffer ETF March
QMAR
$561M
$32.9K ﹤0.01%
1,100
– –
FOXA icon
1855
Fox Class A
FOXA
$24.7B
$32.8K ﹤0.01%
669
+368
+122% +$16.6K
FCOM icon
1856
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
$32.7K ﹤0.01%
549
+485
+758% +$28K
SLRC icon
1857
SLR Investment Corp
SLRC
$696M
$32.6K ﹤0.01%
2,000
– –
BCSF icon
1858
Bain Capital Specialty
BCSF
$810M
$32.6K ﹤0.01%
1,904
– –
ESLT icon
1859
Elbit Systems
ESLT
$36.8B
$32.6K ﹤0.01%
119
– –
BCE icon
1860
BCE
BCE
$20.2B
$32.6K ﹤0.01%
1,378
-3,410
-71% -$98K
POWL icon
1861
Powell Industries
POWL
$7.63B
$32.6K ﹤0.01%
426
+24
+6% +$2.15K
FDMO icon
1862
Fidelity Momentum Factor ETF
FDMO
$916M
$32.5K ﹤0.01%
+460
New +$32K
VLUE icon
1863
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
$32.5K ﹤0.01%
305
-1,087
-78% -$120K
LUNG icon
1864
Pulmonx
LUNG
$68M
$32.5K ﹤0.01%
5,000
– –
USFR icon
1865
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$32.3K ﹤0.01%
641
-12,631
-95% -$636K
PR
1866
Permian Resources
PR
$17.6B
$32.2K ﹤0.01%
2,150
-456,035
-100% -$6.61M
TRIN icon
1867
Trinity Capital Inc.
TRIN
$1.56B
$32.2K ﹤0.01%
2,253
-1,277
-36% -$18K
CNS icon
1868
Cohen & Steers
CNS
$4.19B
$31.9K ﹤0.01%
356
+10
+3% +$989
TDIV icon
1869
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.16B
$31.8K ﹤0.01%
400
– –
PDO
1870
PIMCO Dynamic Income Opportunities Fund
PDO
$1.87B
$31.8K ﹤0.01%
2,300
– –
CALF icon
1871
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.7B
$31.6K ﹤0.01%
714
-2,850
-80% -$132K
CRUS icon
1872
Cirrus Logic
CRUS
$6.65B
$31.6K ﹤0.01%
300
-188
-39% -$20.7K
CGNX icon
1873
Cognex
CGNX
$10.4B
$31.5K ﹤0.01%
839
+1
+0.1% +$39
ELME
1874
Elme Communities
ELME
$144M
$31.4K ﹤0.01%
2,145
-190
-8% -$3.14K
ADX icon
1875
Adams Diversified Equity Fund
ADX
$3.09B
$31.2K ﹤0.01%
+1,527
New +$32.6K
73 74
75
76 77

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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.