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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
CMBT
1926
CMB.TECH NV
CMBT
$4.68B
$26.6K ﹤0.01%
+1,600
New +$27.9K
LMAT icon
1927
LeMaitre Vascular
LMAT
$2.29B
$26.5K ﹤0.01%
+402
New +$24.8K
SSTK icon
1928
Shutterstock
SSTK
$195M
$26.5K ﹤0.01%
+586
New +$27.9K
AFT
1929
DELISTED
Apollo Senior Floating Rate Fund Inc.
AFT
$26.4K ﹤0.01%
+1,850
New +$25.8K
NBIS
1930
Nebius Group N.V.
NBIS
$47.5B
$26.4K ﹤0.01%
+1,774
New +$26.4K
THRO
1931
iShares U.S. Thematic Rotation Active ETF
THRO
$6.36B
$26.4K ﹤0.01%
+901
New +$24.8K
RIOT icon
1932
Riot Platforms
RIOT
$7.91B
$26.4K ﹤0.01%
+2,300
New +$30K
MOS icon
1933
The Mosaic Company
MOS
$7.09B
$26.3K ﹤0.01%
+810
New +$25.8K
CATC
1934
DELISTED
CAMBRIDGE BANCORP
CATC
$26.2K ﹤0.01%
+400
New +$26.5K
MTX icon
1935
Minerals Technologies
MTX
$2.39B
$26.2K ﹤0.01%
+354
New +$24.8K
CNXN icon
1936
PC Connection
CNXN
$2.06B
$26.2K ﹤0.01%
+400
New +$26.2K
CAMT icon
1937
Camtek
CAMT
$6.17B
$26.2K ﹤0.01%
+312
New +$24.5K
DBC icon
1938
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$26.1K ﹤0.01%
+1,131
New +$25.1K
WDI
1939
Western Asset Diversified Income Fund
WDI
$678M
$26K ﹤0.01%
+1,800
New +$25.8K
MGA icon
1940
Magna International
MGA
$18B
$26K ﹤0.01%
+487
New +$26.9K
HMC icon
1941
Honda
HMC
$38.8B
$25.9K ﹤0.01%
+704
New +$24.2K
EXTR icon
1942
Extreme Networks
EXTR
$3.89B
$25.9K ﹤0.01%
+2,254
New +$30.7K
MC icon
1943
Moelis & Co
MC
$5.01B
$25.9K ﹤0.01%
+461
New +$25.2K
FOUR icon
1944
Shift4
FOUR
$4.19B
$25.9K ﹤0.01%
+399
New +$30K
IPAY icon
1945
Amplify Mobile Payments ETF
IPAY
$171M
$25.9K ﹤0.01%
+501
New +$24K
CNS icon
1946
Cohen & Steers
CNS
$4.17B
$25.9K ﹤0.01%
+346
New +$24.7K
UTHR icon
1947
United Therapeutics
UTHR
$25.8B
$25.8K ﹤0.01%
+113
New +$25.5K
CALX icon
1948
Calix
CALX
$2.22B
$25.7K ﹤0.01%
+793
New +$29.6K
TCRT icon
1949
Alaunos Therapeutics
TCRT
$4.69M
$25.7K ﹤0.01%
1,467
+1,134
+341% +$22.7K
EUFN icon
1950
iShares MSCI Europe Financials ETF
EUFN
$4.09B
$25.7K ﹤0.01%
+1,131
New +$23.9K
76 77
78
79 80

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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 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.