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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
SUZ icon
2051
Suzano
SUZ
$10.4B
$20.3K ﹤0.01%
2,000
-1,500
-43% -$15.4K
RCMT icon
2052
RCM Technologies
RCMT
$202M
$20.2K ﹤0.01%
1,000
-1,000
-50% -$22.3K
TDOC icon
2053
Teladoc Health
TDOC
$1.19B
$20.2K ﹤0.01%
2,066
+60
+3% +$579
BBUS icon
2054
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.78B
$20.2K ﹤0.01%
189
+174
+1,160% +$18.5K
EVV
2055
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$20.1K ﹤0.01%
2,000
– –
FDL icon
2056
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$20.1K ﹤0.01%
500
– –
FMS icon
2057
Fresenius Medical Care
FMS
$13.8B
$20.1K ﹤0.01%
898
-114
-11% -$2.48K
VTES icon
2058
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$20.1K ﹤0.01%
200
– –
FTSM icon
2059
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$20K ﹤0.01%
335
– –
NX icon
2060
Quanex
NX
$818M
$20K ﹤0.01%
882
– –
EEMV icon
2061
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
$20K ﹤0.01%
346
+56
+19% +$3.38K
IMRX icon
2062
Immuneering
IMRX
$274M
$20K ﹤0.01%
10,000
– –
SPHD icon
2063
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.35B
$20K ﹤0.01%
417
+1
+0.2% +$50
FM
2064
DELISTED
iShares Frontier and Select EM ETF
FM
$19.9K ﹤0.01%
733
-588
-45% -$16.2K
ARWR icon
2065
Arrowhead Research
ARWR
$12.3B
$19.8K ﹤0.01%
1,000
-100
-9% -$2.06K
GAP
2066
The Gap Inc
GAP
$7.34B
$19.7K ﹤0.01%
829
– –
AMG icon
2067
Affiliated Managers Group
AMG
$9.65B
$19.7K ﹤0.01%
109
– –
IONQ icon
2068
IonQ
IONQ
$13.4B
$19.7K ﹤0.01%
650
-30,053
-98% -$754K
CPK icon
2069
Chesapeake Utilities
CPK
$3.2B
$19.6K ﹤0.01%
165
– –
IEP icon
2070
Icahn Enterprises
IEP
$5.18B
$19.5K ﹤0.01%
2,130
-1,213
-36% -$14.7K
ONL
2071
Orion Office REIT
ONL
$148M
$19.4K ﹤0.01%
5,013
+5,001
+41,675% +$19.7K
SW
2072
Smurfit Westrock
SW
$24.9B
$19.4K ﹤0.01%
373
+109
+41% +$5.55K
UGL icon
2073
ProShares Ultra Gold
UGL
$670M
$19.3K ﹤0.01%
800
– –
IMKTA icon
2074
Ingles Markets
IMKTA
$1.7B
$19.2K ﹤0.01%
+300
New +$20.2K
BCX icon
2075
BlackRock Resources & Commodities Strategy Trust
BCX
$902M
$19.1K ﹤0.01%
2,129
-5
-0.2% -$46
81 82
83
84 85

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Two Sigma Advisers
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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.