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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
RYAN icon
176
Ryan Specialty Holdings
RYAN
$5.41B
$48M 0.09%
785,928
+774,718
+6,911% +$53.9M
WCN
177
Waste Connections
WCN
$42.8B
$48M 0.09%
272,674
-4,469
-2% -$812K
WMB icon
178
Williams Companies
WMB
$90.5B
$47M 0.09%
833,775
-4,081
-0.5% -$220K
RSP icon
179
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$46.9M 0.09%
266,749
+45,714
+21% +$8.27M
USFD icon
180
US Foods
USFD
$21.4B
$46.7M 0.08%
684,348
-20,157
-3% -$1.32M
AME icon
181
Ametek
AME
$55.5B
$46M 0.08%
257,791
-7,580
-3% -$1.38M
CPRT icon
182
Copart
CPRT
$25.9B
$45.6M 0.08%
802,257
-20,580
-3% -$1.17M
NVS icon
183
Novartis
NVS
$295B
$45.3M 0.08%
451,562
-41,094
-8% -$4.38M
ENLC
184
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$45.1M 0.08%
3,109,177
+960,577
+45% +$14.3M
LOW icon
185
Lowe's Companies
LOW
$116B
$42.6M 0.08%
172,617
-4,798
-3% -$1.28M
DTM icon
186
DT Midstream
DTM
$14.9B
$42.6M 0.08%
402,703
-11,443
-3% -$1.09M
ASML icon
187
ASML
ASML
$675B
$42.4M 0.08%
56,966
-94,647
-62% -$68M
IR icon
188
Ingersoll Rand
IR
$33B
$42.1M 0.08%
472,140
-14,619
-3% -$1.46M
EQT icon
189
EQT Corp
EQT
$33.2B
$42M 0.08%
856,465
-284,742
-25% -$11.7M
FANG icon
190
Diamondback Energy
FANG
$57.6B
$41.8M 0.08%
244,608
-35,738
-13% -$6.3M
DUK icon
191
Duke Energy
DUK
$102B
$41.3M 0.07%
381,223
+151,914
+66% +$17.2M
WES icon
192
Western Midstream Partners
WES
$19.6B
$41.1M 0.07%
1,024,147
-41,616
-4% -$1.61M
ZS icon
193
Zscaler
ZS
$23B
$40.9M 0.07%
218,402
-6,439
-3% -$1.25M
EEM icon
194
iShares MSCI Emerging Markets ETF
EEM
$28B
$40.6M 0.07%
972,291
+7,226
+0.7% +$320K
MSCI icon
195
MSCI
MSCI
$40B
$40.6M 0.07%
67,395
-1,087
-2% -$652K
MDT icon
196
Medtronic
MDT
$107B
$40.3M 0.07%
487,185
+38,348
+9% +$3.32M
KO icon
197
Coca-Cola
KO
$354B
$39.8M 0.07%
644,156
+3,779
+0.6% +$247K
AGG icon
198
iShares Core US Aggregate Bond ETF
AGG
$138B
$39.4M 0.07%
407,941
-1,372
-0.3% -$135K
D icon
199
Dominion Energy
D
$62.5B
$38.8M 0.07%
709,944
+567,135
+397% +$32.4M
CYBR
200
DELISTED
CyberArk
CYBR
$38.6M 0.07%
111,998
-2,664
-2% -$810K
6 7
8
9 10

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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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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.