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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
MMYT icon
2076
MakeMyTrip
MMYT
$5.37B
$19K ﹤0.01%
169
-83
-33% -$8.89K
UFPT icon
2077
UFP Technologies
UFPT
$1.97B
$18.8K ﹤0.01%
+75
New +$21.8K
SCHI icon
2078
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$18.8K ﹤0.01%
856
+62
+8% +$1.39K
CDC icon
2079
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$741M
$18.7K ﹤0.01%
300
– –
PFC
2080
DELISTED
Premier Financial Corp. Common Stock
PFC
$18.6K ﹤0.01%
754
– –
SCHK icon
2081
Schwab 1000 Index ETF
SCHK
$5.68B
$18.6K ﹤0.01%
652
– –
ACLS icon
2082
Axcelis
ACLS
$3.85B
$18.6K ﹤0.01%
254
+95
+60% +$7.89K
ABEV icon
2083
Ambev
ABEV
$48.2B
$18.5K ﹤0.01%
10,057
-843
-8% -$1.86K
REI icon
2084
Ring Energy
REI
$315M
$18.5K ﹤0.01%
12,500
– –
GNL icon
2085
Global Net Lease
GNL
$1.86B
$18.5K ﹤0.01%
2,500
-1
-0% -$8
CLB icon
2086
Core Laboratories
CLB
$477M
$18.4K ﹤0.01%
1,012
+60
+6% +$1.16K
BAP icon
2087
Credicorp
BAP
$32B
$18.4K ﹤0.01%
100
-19
-16% -$3.55K
HIBL icon
2088
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$75.1M
$18.4K ﹤0.01%
418
-232
-36% -$10.8K
OPP
2089
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$190M
$18.3K ﹤0.01%
2,170
-26
-1% -$223
ABUS icon
2090
Arbutus Biopharma
ABUS
$871M
$18.3K ﹤0.01%
5,450
– –
AWR icon
2091
American States Water
AWR
$3.37B
$18.2K ﹤0.01%
250
-300
-55% -$25K
ETHW
2092
Bitwise Ethereum ETF
ETHW
$201M
$18.2K ﹤0.01%
+775
New +$17.1K
CATY icon
2093
Cathay General Bancorp
CATY
$4.21B
$18.2K ﹤0.01%
386
+10
+3% +$482
CNR
2094
Core Natural Resources Inc
CNR
$4.09B
$18.1K ﹤0.01%
172
– –
DRIV icon
2095
Global X Autonomous & Electric Vehicles ETF
DRIV
$377M
$18.1K ﹤0.01%
776
+468
+152% +$10.9K
ESE icon
2096
ESCO Technologies
ESE
$8.07B
$18.1K ﹤0.01%
137
– –
GPI icon
2097
Group 1 Automotive
GPI
$3.53B
$18.1K ﹤0.01%
43
-4
-9% -$1.58K
LBTYK icon
2098
Liberty Global Class C
LBTYK
$3.49B
$18.1K ﹤0.01%
1,407
-678
-33% -$11.7K
FLNC icon
2099
Fluence Energy
FLNC
$1.79B
$18.1K ﹤0.01%
1,057
– –
JAZZ icon
2100
Jazz Pharmaceuticals
JAZZ
$16.2B
$18K ﹤0.01%
150
-174
-54% -$20.5K
82 83
84
85 86

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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.