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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
+10.59%
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
$51.1B
AUM Growth
+$3.84B
Cap. Flow
-$236M
Cap. Flow %
-0.46%
Top 10 Hldgs %
26.91%
Holding
3,084
New
1,931
Increased
451
Reduced
557
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$659M
2
META icon
Meta Platforms (Facebook)
META
+$184M
3
NVDA icon
NVIDIA
NVDA
+$131M
4
MCD icon
McDonald's
MCD
+$107M
5
ULTA icon
Ulta Beauty
ULTA
+$105M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$234M
2
TM icon
Toyota
TM
+$162M
3
AAPL icon
Apple
AAPL
+$110M
4
V icon
Visa
V
+$99.2M
5
HD icon
Home Depot
HD
+$91.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Healthcare 12.75%
3 Financials 12.18%
4 Industrials 10.02%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLWS icon
2101
1-800-Flowers.com
FLWS
$250M
$16.9K ﹤0.01%
+1,606
New +$16.5K
TR icon
2102
Tootsie Roll Industries
TR
$2.93B
$16.9K ﹤0.01%
+564
New +$17.1K
ESPO icon
2103
VanEck Video Gaming and eSports ETF
ESPO
$245M
$16.8K ﹤0.01%
+271
New +$16.2K
CELC icon
2104
Celcuity
CELC
$4.21B
$16.8K ﹤0.01%
+810
New +$12.9K
GOGL
2105
DELISTED
Golden Ocean Group
GOGL
$16.8K ﹤0.01%
+1,300
New +$14.9K
TMF icon
2106
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.16B
$16.7K ﹤0.01%
+325
New +$18K
UMBF icon
2107
UMB Financial
UMBF
$11.1B
$16.5K ﹤0.01%
+195
New +$15.9K
MMS icon
2108
Maximus
MMS
$3.17B
$16.5K ﹤0.01%
+200
New +$16.5K
PSEC icon
2109
Prospect Capital
PSEC
$1.07B
$16.5K ﹤0.01%
+3,000
New +$17.3K
EXEL icon
2110
Exelixis
EXEL
$13.3B
$16.4K ﹤0.01%
+694
New +$15.4K
ROAD icon
2111
Construction Partners
ROAD
$5.84B
$16.4K ﹤0.01%
+290
New +$13.7K
PEGA icon
2112
Pegasystems
PEGA
$5.02B
$16.3K ﹤0.01%
+520
New +$14.6K
ALTR
2113
DELISTED
Altair Engineering Inc
ALTR
$16.2K ﹤0.01%
+190
New +$16.1K
NVTS icon
2114
Navitas Semiconductor
NVTS
$2.84B
$16.2K ﹤0.01%
+3,325
New +$19.5K
CGBD icon
2115
Carlyle Secured Lending
CGBD
$694M
$16.1K ﹤0.01%
+1,000
New +$15.7K
TEX icon
2116
Terex
TEX
$7.18B
$16.1K ﹤0.01%
+255
New +$15K
PUK icon
2117
Prudential
PUK
$37.6B
$16.1K ﹤0.01%
+847
New +$17.5K
NFJ
2118
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$15.8K ﹤0.01%
+1,250
New +$15.5K
RILY icon
2119
BRC Group Holdings
RILY
$288M
$15.7K ﹤0.01%
+700
New +$14.1K
ADPT icon
2120
Adaptive Biotechnologies
ADPT
$3.59B
$15.7K ﹤0.01%
+5,050
New +$19.5K
OVV icon
2121
Ovintiv
OVV
$17.3B
$15.7K ﹤0.01%
+301
New +$13.7K
VIVK
2122
Vivakor
VIVK
$1.29M
$15.5K ﹤0.01%
5
– –
XHR
2123
Xenia Hotels & Resorts
XHR
$1.9B
$15.4K ﹤0.01%
+1,036
New +$14.4K
IBTH icon
2124
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$15.4K ﹤0.01%
+700
New +$15.6K
UNG icon
2125
United States Natural Gas Fund
UNG
$456M
$15.4K ﹤0.01%
+1,000
New +$18.2K
83 84
85
86 87

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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 Q1 2024 Portfolio in Review

As of Q1 2024, CIBC Private Wealth Group held 3,084 positions worth $51.1B, up 8.1% from $47.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2024 filing shows 1,931 new, 451 increased, 557 reduced and 20 closed positions. Its largest new stake was STMicroelectronics: 457,531 shares worth $19.8M. The largest sale was Costco, an estimated $234M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q1 2024 buy was STMicroelectronics: 457,531 shares worth $19.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q1 2024, an estimated $659M increase.
  • CIBC Private Wealth Group's biggest Q1 2024 reduction was Costco, cutting an estimated $234M.
  • CIBC Private Wealth Group fully exited Livent Corporation in Q1 2024, selling an estimated $21.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $51.1B portfolio in Q1 2024.
  • CIBC Private Wealth Group opened 1,931 new positions and closed 20 in Q1 2024.
  • CIBC Private Wealth Group's portfolio value rose 8.1% quarter-over-quarter to $51.1B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2024, filed 10 May 2024.