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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
ING icon
1951
ING
ING
$98.8B
$25.6K ﹤0.01%
+1,560
New +$22.3K
RMR icon
1952
The RMR Group
RMR
$325M
$25.5K ﹤0.01%
+1,078
New +$27K
YEXT icon
1953
Yext
YEXT
$548M
$25.4K ﹤0.01%
+4,279
New +$25.3K
JOBY icon
1954
Joby Aviation
JOBY
$6.92B
$25.4K ﹤0.01%
+4,944
New +$28K
DOCS icon
1955
Doximity
DOCS
$3.79B
$25.3K ﹤0.01%
+957
New +$27.3K
SPSB icon
1956
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$25.2K ﹤0.01%
+850
New +$25.3K
MJ icon
1957
Amplify Alternative Harvest ETF
MJ
$101M
$25K ﹤0.01%
+505
New +$21.4K
CTLT
1958
DELISTED
CATALENT, INC.
CTLT
$25K ﹤0.01%
+443
New +$24K
VBTX
1959
DELISTED
Veritex Holdings
VBTX
$25K ﹤0.01%
+1,250
New +$25.9K
FN icon
1960
Fabrinet
FN
$15.7B
$24.9K ﹤0.01%
+132
New +$26.5K
TDW.WS
1961
DELISTED
Tidewater Inc.
TDW.WS
$24.9K ﹤0.01%
+2,458
New +$12.4K
SPXX icon
1962
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$331M
$24.9K ﹤0.01%
+1,585
New +$24.2K
IMO icon
1963
Imperial Oil
IMO
$61.5B
$24.8K ﹤0.01%
+356
New +$21.7K
S icon
1964
SentinelOne
S
$6.4B
$24.8K ﹤0.01%
+1,079
New +$28.2K
ESLT icon
1965
Elbit Systems
ESLT
$37.7B
$24.8K ﹤0.01%
+119
New +$24.8K
REI icon
1966
Ring Energy
REI
$315M
$24.8K ﹤0.01%
12,500
– –
FBT icon
1967
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.77B
$24.6K ﹤0.01%
+160
New +$24.4K
IVOO icon
1968
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.7B
$24.6K ﹤0.01%
+240
New +$23K
DCOM icon
1969
Dime Commercial Bancshares
DCOM
$1.79B
$24.5K ﹤0.01%
+1,316
New +$27.7K
CGDV icon
1970
Capital Group Dividend Value ETF
CGDV
$37.4B
$24.4K ﹤0.01%
+750
New +$23K
MARA icon
1971
Marathon Digital Holdings
MARA
$4.28B
$24.3K ﹤0.01%
+1,125
New +$24.6K
ABEV icon
1972
Ambev
ABEV
$48.4B
$24.3K ﹤0.01%
10,031
– –
PTY icon
1973
PIMCO Corporate & Income Opportunity Fund
PTY
$2.48B
$24.2K ﹤0.01%
+1,622
New +$22.8K
GLNG icon
1974
Golar LNG
GLNG
$4.91B
$24.1K ﹤0.01%
+1,000
New +$22.3K
HIMS icon
1975
Hims & Hers Health
HIMS
$6.31B
$24.1K ﹤0.01%
+1,538
New +$17.3K
77 78
79
80 81

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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.