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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
CNA icon
1876
CNA Financial
CNA
$14.4B
$31.2K ﹤0.01%
656
– –
OXLC
1877
Oxford Lane Capital
OXLC
$876M
$31.1K ﹤0.01%
1,220
-1,570
-56% -$41.1K
NOK icon
1878
Nokia
NOK
$50.7B
$31.1K ﹤0.01%
6,675
-7,791
-54% -$34.7K
OVV icon
1879
Ovintiv
OVV
$17B
$31.1K ﹤0.01%
733
– –
DXC icon
1880
DXC Technology
DXC
$1.82B
$31K ﹤0.01%
1,513
– –
GLTR icon
1881
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$31K ﹤0.01%
276
-131
-32% -$15K
BHVN icon
1882
Biohaven
BHVN
$2.08B
$30.9K ﹤0.01%
790
-515
-39% -$24K
QDF icon
1883
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$30.8K ﹤0.01%
+435
New +$31.4K
GSIE icon
1884
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.04B
$30.8K ﹤0.01%
+917
New +$31.7K
THRO
1885
iShares U.S. Thematic Rotation Active ETF
THRO
$6.37B
$30.7K ﹤0.01%
901
– –
STNC icon
1886
Hennessy Sustainable ETF
STNC
$93M
$30.7K ﹤0.01%
1,006
– –
EZU icon
1887
iShare MSCI Eurozone ETF
EZU
$9.65B
$30.7K ﹤0.01%
641
– –
IMCG icon
1888
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.93B
$30.6K ﹤0.01%
400
– –
TDC icon
1889
Teradata
TDC
$2.88B
$30.6K ﹤0.01%
983
+80
+9% +$2.5K
AVDE icon
1890
Avantis International Equity ETF
AVDE
$18.2B
$30.5K ﹤0.01%
+495
New +$31.7K
PZZA icon
1891
Papa John's
PZZA
$995M
$30.4K ﹤0.01%
+800
New +$39.3K
TUA icon
1892
Simplify Short Term Treasury Futures Strategy ETF
TUA
$699M
$30.4K ﹤0.01%
+1,431
New +$31K
HST icon
1893
Host Hotels & Resorts
HST
$17.2B
$30.2K ﹤0.01%
1,781
+153
+9% +$2.75K
LENZ
1894
LENZ Therapeutics
LENZ
$181M
$30.2K ﹤0.01%
1,146
– –
OCSL icon
1895
Oaktree Specialty Lending
OCSL
$1.03B
$30.1K ﹤0.01%
2,000
-2,800
-58% -$44.9K
FV icon
1896
First Trust Dorsey Wright Focus 5 ETF
FV
$3.63B
$30.1K ﹤0.01%
505
– –
XHR
1897
Xenia Hotels & Resorts
XHR
$1.85B
$30K ﹤0.01%
2,042
– –
BXP icon
1898
Boston Properties
BXP
$11.4B
$30K ﹤0.01%
429
-25
-6% -$2.03K
MC icon
1899
Moelis & Co
MC
$5.08B
$29.7K ﹤0.01%
398
+137
+52% +$9.91K
VRNS icon
1900
Varonis Systems
VRNS
$4.58B
$29.7K ﹤0.01%
671
– –
74 75
76
77 78

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Comerica Bank
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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
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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.