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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXMT icon
1926
Blackstone Mortgage Trust
BXMT
$2.77B
$26.6K ﹤0.01%
1,500
– –
DBC icon
1927
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$26.5K ﹤0.01%
1,132
+1
+0.1% +$23
IBUY icon
1928
Amplify Online Retail ETF
IBUY
$112M
$26.5K ﹤0.01%
483
-1
-0.2% -$55
WDI
1929
Western Asset Diversified Income Fund
WDI
$673M
$26.5K ﹤0.01%
1,800
– –
SKX
1930
DELISTED
Skechers
SKX
$26.4K ﹤0.01%
390
+306
+364% +$20.3K
MSOS icon
1931
AdvisorShares Pure US Cannabis ETF
MSOS
$814M
$26.4K ﹤0.01%
3,626
– –
THO icon
1932
Thor Industries
THO
$4.06B
$26.4K ﹤0.01%
286
-598
-68% -$59.8K
PMF
1933
DELISTED
PIMCO Municipal Income Fund
PMF
$26.4K ﹤0.01%
+2,850
New +$26K
TRNO icon
1934
Terreno Realty
TRNO
$7.58B
$26.4K ﹤0.01%
435
-754
-63% -$43.4K
NJR icon
1935
New Jersey Resources
NJR
$6B
$26.3K ﹤0.01%
626
– –
FNX icon
1936
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.37B
$26.2K ﹤0.01%
244
– –
XFOR icon
1937
X4 Pharmaceuticals
XFOR
$377M
$26.2K ﹤0.01%
1,500
– –
DCOM icon
1938
Dime Commercial Bancshares
DCOM
$1.79B
$26K ﹤0.01%
1,316
– –
VKTX icon
1939
Viking Therapeutics
VKTX
$3.88B
$25.9K ﹤0.01%
+507
New +$33.2K
FOUR icon
1940
Shift4
FOUR
$4.45B
$25.7K ﹤0.01%
350
-49
-12% -$3.25K
CNXN icon
1941
PC Connection
CNXN
$2.09B
$25.6K ﹤0.01%
400
– –
LBTYK icon
1942
Liberty Global Class C
LBTYK
$3.5B
$25.5K ﹤0.01%
1,407
-420
-23% -$7.32K
VBTX
1943
DELISTED
Veritex Holdings
VBTX
$25.5K ﹤0.01%
1,250
– –
STKL
1944
DELISTED
SunOpta
STKL
$25.4K ﹤0.01%
4,600
– –
SPT icon
1945
Sprout Social
SPT
$530M
$25.4K ﹤0.01%
700
-661
-49% -$26.6K
CORT icon
1946
Corcept Therapeutics
CORT
$9.98B
$25.2K ﹤0.01%
855
-220
-20% -$6.03K
TMFE icon
1947
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$77.1M
$25.2K ﹤0.01%
1,001
– –
CX icon
1948
Cemex
CX
$16.9B
$25.2K ﹤0.01%
4,000
+811
+25% +$6.21K
VMI icon
1949
Valmont Industries
VMI
$8.86B
$25.1K ﹤0.01%
94
-2,535
-96% -$618K
VONV icon
1950
Vanguard Russell 1000 Value ETF
VONV
$20.5B
$25.1K ﹤0.01%
+329
New +$25.3K
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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.