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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
EBND icon
1901
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$28.4K ﹤0.01%
+1,400
New +$29K
VERV
1902
DELISTED
Verve Therapeutics
VERV
$28.4K ﹤0.01%
+2,223
New +$29.5K
TTEK icon
1903
Tetra Tech
TTEK
$8.31B
$28.3K ﹤0.01%
+750
New +$26K
GLPI icon
1904
Gaming and Leisure Properties
GLPI
$12.7B
$28.2K ﹤0.01%
+620
New +$28.5K
FVRR icon
1905
Fiverr
FVRR
$330M
$28.1K ﹤0.01%
+1,349
New +$33.8K
TDIV icon
1906
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.16B
$28K ﹤0.01%
+401
New +$26.8K
VOYA icon
1907
Voya Financial
VOYA
$9.09B
$28K ﹤0.01%
+382
New +$26.9K
IBUY icon
1908
Amplify Online Retail ETF
IBUY
$111M
$27.9K ﹤0.01%
+484
New +$26K
HBNC icon
1909
Horizon Bancorp
HBNC
$1.05B
$27.9K ﹤0.01%
+2,245
New +$28.6K
CHY
1910
Calamos Convertible and High Income Fund
CHY
$999M
$27.9K ﹤0.01%
+2,407
New +$28.4K
SLVM icon
1911
Sylvamo
SLVM
$1.49B
$27.8K ﹤0.01%
+452
New +$24.2K
CORT icon
1912
Corcept Therapeutics
CORT
$12.8B
$27.7K ﹤0.01%
+1,075
New +$25.4K
CXM icon
1913
Sprinklr
CXM
$1.45B
$27.6K ﹤0.01%
+2,270
New +$28.9K
LBAI
1914
DELISTED
Lakeland Bancorp Inc
LBAI
$27.6K ﹤0.01%
+2,297
New +$29.5K
DJT icon
1915
Trump Media & Technology Group
DJT
$2.87B
$27.5K ﹤0.01%
+566
New +$22K
XLRE icon
1916
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$27.5K ﹤0.01%
+709
New +$27.6K
FNX icon
1917
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$27.4K ﹤0.01%
+244
New +$25.7K
TAP icon
1918
Molson Coors Class B
TAP
$7.79B
$27.4K ﹤0.01%
+407
New +$25.8K
SXT icon
1919
Sensient Technologies
SXT
$5.28B
$27.1K ﹤0.01%
+394
New +$25.6K
RELX icon
1920
RELX
RELX
$63.9B
$27K ﹤0.01%
+631
New +$26.7K
NJR icon
1921
New Jersey Resources
NJR
$5.91B
$26.7K ﹤0.01%
+626
New +$26.4K
U icon
1922
Unity
U
$14.6B
$26.7K ﹤0.01%
+1,003
New +$31.5K
GOCO
1923
DELISTED
GoHealth
GOCO
$26.6K ﹤0.01%
+2,500
New +$30.9K
GLTR icon
1924
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
$26.6K ﹤0.01%
+276
New +$24.8K
IBOC icon
1925
International Bancshares
IBOC
$4.75B
$26.6K ﹤0.01%
+476
New +$25.3K
75 76
77
78 79

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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
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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.