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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
CGDV icon
1951
Capital Group Dividend Value ETF
CGDV
$37.4B
$25.7K ﹤0.01%
725
+186
+35% +$6.77K
ADPT icon
1952
Adaptive Biotechnologies
ADPT
$3.85B
$25.7K ﹤0.01%
3,845
– –
NSP icon
1953
Insperity
NSP
$2.06B
$25.7K ﹤0.01%
339
-106
-24% -$8.58K
FBT icon
1954
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.87B
$25.7K ﹤0.01%
150
-350
-70% -$59.8K
CNRG icon
1955
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$199M
$25.7K ﹤0.01%
+400
New +$25K
DOCS icon
1956
Doximity
DOCS
$3.82B
$25.6K ﹤0.01%
465
– –
IBP icon
1957
Installed Building Products
IBP
$6.07B
$25.5K ﹤0.01%
145
+19
+15% +$4.13K
IVOO icon
1958
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.71B
$25.5K ﹤0.01%
240
– –
PRGO icon
1959
Perrigo
PRGO
$1.43B
$25.5K ﹤0.01%
1,019
+250
+33% +$6.57K
XRAY icon
1960
Dentsply Sirona
XRAY
$2.75B
$25.5K ﹤0.01%
1,353
-555
-29% -$11.7K
NVMI
1961
Nova
NVMI
$12.5B
$25.5K ﹤0.01%
116
+50
+76% +$9.61K
TCPC icon
1962
BlackRock TCP Capital
TCPC
$273M
$25.5K ﹤0.01%
2,955
– –
CARE icon
1963
Carter Bankshares
CARE
$756M
$25.3K ﹤0.01%
1,490
– –
PEGA icon
1964
Pegasystems
PEGA
$4.94B
$25K ﹤0.01%
520
– –
LAC
1965
Lithium Americas
LAC
$1.01B
$24.8K ﹤0.01%
7,552
+1,582
+26% +$5.48K
FNDC icon
1966
Schwab Fundamental International Small Company Index ETF
FNDC
$3.07B
$24.8K ﹤0.01%
733
+676
+1,186% +$24.3K
BCPC
1967
Balchem Corp
BCPC
$5.23B
$24.8K ﹤0.01%
158
– –
ILCV icon
1968
iShares Morningstar Value ETF
ILCV
$1.32B
$24.8K ﹤0.01%
305
– –
QRVO icon
1969
Qorvo
QRVO
$8.01B
$24.7K ﹤0.01%
338
-91
-21% -$7.29K
PYLD icon
1970
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
$24.7K ﹤0.01%
954
-786
-45% -$20.6K
PSN icon
1971
Parsons
PSN
$4.61B
$24.6K ﹤0.01%
+268
New +$27.3K
NXST icon
1972
Nexstar Media Group
NXST
$5.88B
$24.6K ﹤0.01%
156
– –
AAP icon
1973
Advance Auto Parts
AAP
$3.39B
$24.6K ﹤0.01%
540
-234
-30% -$9.53K
MTX icon
1974
Minerals Technologies
MTX
$2.25B
$24.5K ﹤0.01%
334
-20
-6% -$1.57K
DBC icon
1975
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$24.4K ﹤0.01%
1,132
– –
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 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.