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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
HBI
1976
DELISTED
Hanesbrands
HBI
$24.4K ﹤0.01%
2,932
– –
AMID icon
1977
Argent Mid Cap ETF
AMID
$110M
$24.1K ﹤0.01%
704
-723
-51% -$25.9K
CCIF
1978
Carlyle Credit Income Fund
CCIF
$58.3M
$24K ﹤0.01%
3,000
– –
DAC icon
1979
Danaos Corp
DAC
$2.59B
$23.9K ﹤0.01%
300
-2,005
-87% -$165K
DFLV icon
1980
Dimensional US Large Cap Value ETF
DFLV
$6.82B
$23.9K ﹤0.01%
790
+709
+875% +$22.2K
EAT icon
1981
Brinker International
EAT
$9B
$23.9K ﹤0.01%
+171
New +$19.2K
GMS
1982
DELISTED
GMS Inc
GMS
$23.8K ﹤0.01%
294
– –
BFIN
1983
DELISTED
BankFinancial
BFIN
$23.8K ﹤0.01%
2,000
– –
AKR icon
1984
Acadia Realty Trust
AKR
$3.08B
$23.8K ﹤0.01%
1,043
– –
BOND icon
1985
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$23.7K ﹤0.01%
263
-32
-11% -$2.95K
CVNA icon
1986
Carvana
CVNA
$44B
$23.6K ﹤0.01%
600
-135
-18% -$6.07K
PNQI icon
1987
Invesco NASDAQ Internet ETF
PNQI
$525M
$23.5K ﹤0.01%
500
– –
EHC icon
1988
Encompass Health
EHC
$11B
$23.5K ﹤0.01%
253
-534
-68% -$52.4K
BITX icon
1989
2x Bitcoin ETF
BITX
$925M
$23.4K ﹤0.01%
452
+302
+201% +$13.9K
PTY icon
1990
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$23.4K ﹤0.01%
1,622
– –
HBNC icon
1991
Horizon Bancorp
HBNC
$1.05B
$23.3K ﹤0.01%
1,495
-750
-33% -$12.6K
AVK
1992
Advent Convertible and Income Fund
AVK
$543M
$23.3K ﹤0.01%
1,976
+20
+1% +$235
CAE icon
1993
CAE Inc. Common Shares
CAE
$8.31B
$23.2K ﹤0.01%
983
-767
-44% -$16.2K
RBC icon
1994
RBC Bearings
RBC
$17.8B
$23.2K ﹤0.01%
78
+16
+26% +$4.93K
FRT icon
1995
Federal Realty Investment Trust
FRT
$10.7B
$23.2K ﹤0.01%
222
-22
-9% -$2.49K
LEGH icon
1996
Legacy Housing
LEGH
$624M
$23.1K ﹤0.01%
1,000
– –
WLKP icon
1997
Westlake Chemical Partners
WLKP
$766M
$23K ﹤0.01%
1,000
– –
YELP icon
1998
Yelp
YELP
$1.44B
$22.9K ﹤0.01%
588
+194
+49% +$7.08K
INTF icon
1999
iShares International Equity Factor ETF
INTF
$3.65B
$22.8K ﹤0.01%
+790
New +$23.7K
NOV icon
2000
NOV
NOV
$6.93B
$22.8K ﹤0.01%
1,562
-100
-6% -$1.56K
78 79
80
81 82

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.