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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
PSCH icon
1901
Invesco S&P SmallCap Health Care ETF
PSCH
$166M
$29.7K ﹤0.01%
642
+534
+494% +$24.4K
VICR icon
1902
Vicor
VICR
$9.42B
$29.6K ﹤0.01%
600
– –
AMSC icon
1903
American Superconductor
AMSC
$1.43B
$29.6K ﹤0.01%
1,088
– –
SLVM icon
1904
Sylvamo
SLVM
$1.49B
$29.5K ﹤0.01%
382
+9
+2% +$777
TQQQ icon
1905
ProShares UltraPro QQQ
TQQQ
$31.4B
$29.4K ﹤0.01%
728
– –
VAC icon
1906
Marriott Vacations Worldwide
VAC
$3.35B
$29.4K ﹤0.01%
343
– –
PCH
1907
DELISTED
PotlatchDeltic
PCH
$29.3K ﹤0.01%
750
-850
-53% -$36K
VIRT icon
1908
Virtu Financial
VIRT
$5.15B
$29.2K ﹤0.01%
790
-805
-50% -$27.7K
WDS icon
1909
Woodside Energy
WDS
$44.4B
$29.2K ﹤0.01%
1,844
-1,060
-37% -$17K
DIVB icon
1910
iShares Core Dividend ETF
DIVB
$1.68B
$29.1K ﹤0.01%
612
– –
ETO
1911
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$506M
$29K ﹤0.01%
1,137
-4,000
-78% -$104K
NJR icon
1912
New Jersey Resources
NJR
$5.91B
$29K ﹤0.01%
624
-2
-0.3% -$95
VMI icon
1913
Valmont Industries
VMI
$9.2B
$28.9K ﹤0.01%
94
– –
DFIN icon
1914
Donnelley Financial Solutions
DFIN
$1.17B
$28.8K ﹤0.01%
485
-182
-27% -$11.4K
BLV icon
1915
Vanguard Long-Term Bond ETF
BLV
$5.74B
$28.8K ﹤0.01%
427
– –
UNG icon
1916
United States Natural Gas Fund
UNG
$454M
$28.7K ﹤0.01%
1,680
+180
+12% +$2.57K
ICUI icon
1917
ICU Medical
ICUI
$4.21B
$28.5K ﹤0.01%
177
-69
-28% -$11.7K
FNX icon
1918
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$28.4K ﹤0.01%
244
– –
NXT icon
1919
Nextpower Inc
NXT
$14.7B
$28.4K ﹤0.01%
668
-24
-3% -$879
FL
1920
DELISTED
Foot Locker
FL
$28.3K ﹤0.01%
1,377
– –
ULS icon
1921
UL Solutions
ULS
$18.6B
$28.3K ﹤0.01%
573
+152
+36% +$7.88K
VOOV icon
1922
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$28.3K ﹤0.01%
153
+10
+7% +$1.92K
DNP icon
1923
DNP Select Income Fund
DNP
$4.12B
$28.3K ﹤0.01%
3,074
– –
DNB
1924
DELISTED
Dun & Bradstreet
DNB
$28.2K ﹤0.01%
2,422
– –
CNXN icon
1925
PC Connection
CNXN
$2.08B
$28.1K ﹤0.01%
400
-183
-31% -$13.1K
75 76
77
78 79

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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.