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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
NOVT icon
2026
Novanta
NOVT
$4.95B
$21.5K ﹤0.01%
142
– –
KEX icon
2027
Kirby Corp
KEX
$7.08B
$21.5K ﹤0.01%
205
+91
+80% +$11K
ACHR icon
2028
Archer Aviation
ACHR
$3.62B
$21.5K ﹤0.01%
2,049
– –
NWSA icon
2029
News Corp Class A
NWSA
$15.2B
$21.5K ﹤0.01%
781
-325
-29% -$9.05K
FBND icon
2030
Fidelity Total Bond ETF
FBND
$27B
$21.5K ﹤0.01%
480
+8
+2% +$366
RDNT icon
2031
RadNet
RDNT
$4.93B
$21.4K ﹤0.01%
296
+41
+16% +$3.02K
POR icon
2032
Portland General Electric
POR
$5.8B
$21.3K ﹤0.01%
500
-33
-6% -$1.53K
IGOV icon
2033
iShares International Treasury Bond ETF
IGOV
$1.53B
$21.3K ﹤0.01%
562
– –
PULS icon
2034
PGIM Ultra Short Bond ETF
PULS
$17.7B
$21.3K ﹤0.01%
+429
New +$21.3K
PAG icon
2035
Penske Automotive Group
PAG
$14.5B
$21.2K ﹤0.01%
139
– –
IEV icon
2036
iShares Europe ETF
IEV
$1.68B
$21.1K ﹤0.01%
401
-1,311
-77% -$71.7K
PAY icon
2037
Paymentus
PAY
$4.39B
$21K ﹤0.01%
+662
New +$19.7K
RMR icon
2038
The RMR Group
RMR
$333M
$20.9K ﹤0.01%
1,078
– –
GLNG icon
2039
Golar LNG
GLNG
$4.91B
$20.9K ﹤0.01%
500
– –
MLPA icon
2040
Global X MLP ETF
MLPA
$2.28B
$20.9K ﹤0.01%
415
– –
IMAX icon
2041
IMAX
IMAX
$2.61B
$20.9K ﹤0.01%
+886
New +$20.8K
VALE icon
2042
Vale
VALE
$63.8B
$20.7K ﹤0.01%
2,440
+300
+14% +$3.05K
WERN icon
2043
Werner Enterprises
WERN
$2.21B
$20.6K ﹤0.01%
582
– –
NRP icon
2044
Natural Resource Partners
NRP
$1.31B
$20.6K ﹤0.01%
198
– –
M icon
2045
Macy's
M
$6.56B
$20.6K ﹤0.01%
1,285
-470
-27% -$7.49K
FPE icon
2046
First Trust Preferred Securities and Income ETF
FPE
$6.31B
$20.6K ﹤0.01%
1,165
– –
AMPH icon
2047
Amphastar Pharmaceuticals
AMPH
$899M
$20.5K ﹤0.01%
561
-16
-3% -$732
BCC icon
2048
Boise Cascade
BCC
$2.65B
$20.5K ﹤0.01%
175
– –
GEF icon
2049
Greif
GEF
$4.96B
$20.5K ﹤0.01%
343
– –
ESPO icon
2050
VanEck Video Gaming and eSports ETF
ESPO
$253M
$20.3K ﹤0.01%
245
-26
-10% -$2.08K
80 81
82
83 84

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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
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.