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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
DIV icon
1926
Global X SuperDividend US ETF
DIV
$784M
$28K ﹤0.01%
1,553
+1,035
+200% +$19.2K
BATRA icon
1927
Atlanta Braves Holdings Series A
BATRA
$3.49B
$28K ﹤0.01%
703
-1,800
-72% -$75.7K
SMFG icon
1928
Sumitomo Mitsui Financial
SMFG
$164B
$27.9K ﹤0.01%
1,884
+312
+20% +$4.29K
HP icon
1929
Helmerich & Payne
HP
$3.37B
$27.9K ﹤0.01%
850
– –
TOWN icon
1930
Towne Bank
TOWN
$3.49B
$27.9K ﹤0.01%
840
-3,774
-82% -$131K
WYNN icon
1931
Wynn Resorts
WYNN
$10.5B
$27.8K ﹤0.01%
343
-5,324
-94% -$503K
CSGS
1932
DELISTED
CSG Systems International
CSGS
$27.8K ﹤0.01%
550
+25
+5% +$1.29K
ABR icon
1933
Arbor Realty Trust
ABR
$921M
$27.7K ﹤0.01%
2,050
– –
CLF icon
1934
Cleveland-Cliffs
CLF
$6.64B
$27.3K ﹤0.01%
2,800
-1,500
-35% -$18.1K
FLUT icon
1935
Flutter Entertainment
FLUT
$17.7B
$27K ﹤0.01%
106
-5
-5% -$1.26K
EXP icon
1936
Eagle Materials
EXP
$6.3B
$27K ﹤0.01%
113
-95
-46% -$27.4K
VONV icon
1937
Vanguard Russell 1000 Value ETF
VONV
$20.6B
$26.9K ﹤0.01%
329
– –
SBGI icon
1938
Sinclair Inc
SBGI
$994M
$26.8K ﹤0.01%
1,617
– –
EXI icon
1939
iShares Global Industrials ETF
EXI
$1.41B
$26.6K ﹤0.01%
187
+87
+87% +$12.8K
TMF icon
1940
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.21B
$26.5K ﹤0.01%
696
+43
+7% +$2.05K
TMFE icon
1941
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$77M
$26.5K ﹤0.01%
1,000
– –
GFF icon
1942
Griffon
GFF
$4.03B
$26.5K ﹤0.01%
367
-2,046
-85% -$148K
CORT icon
1943
Corcept Therapeutics
CORT
$12.8B
$26.5K ﹤0.01%
512
-323
-39% -$16.9K
AFG icon
1944
American Financial Group
AFG
$11.8B
$26.5K ﹤0.01%
200
– –
PINE
1945
Alpine Income Property Trust
PINE
$335M
$26.3K ﹤0.01%
1,570
+70
+5% +$1.23K
MMTM icon
1946
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$158M
$26.3K ﹤0.01%
+100
New +$26.1K
BXMT icon
1947
Blackstone Mortgage Trust
BXMT
$2.52B
$26.3K ﹤0.01%
1,500
– –
WDI
1948
Western Asset Diversified Income Fund
WDI
$678M
$26.1K ﹤0.01%
1,800
– –
USO icon
1949
United States Oil Fund
USO
$2.12B
$26.1K ﹤0.01%
337
-6
-2% -$439
ARM icon
1950
Arm
ARM
$258B
$26K ﹤0.01%
179
-267
-60% -$37.6K
76 77
78
79 80

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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.