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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
LMAT icon
2101
LeMaitre Vascular
LMAT
$2.34B
$18K ﹤0.01%
190
-15
-7% -$1.44K
SMDV icon
2102
ProShares Russell 2000 Dividend Growers ETF
SMDV
$696M
$18K ﹤0.01%
272
+120
+79% +$8.51K
DKL icon
2103
Delek Logistics
DKL
$3.14B
$18K ﹤0.01%
425
– –
RUN icon
2104
Sunrun
RUN
$2.27B
$17.9K ﹤0.01%
1,668
+1,506
+930% +$18.7K
GOLF icon
2105
Acushnet Holdings
GOLF
$5.88B
$17.9K ﹤0.01%
247
+147
+147% +$9.98K
LAR
2106
Lithium Argentina AG
LAR
$972M
$17.8K ﹤0.01%
5,970
– –
JBTM
2107
JBT Marel
JBTM
$7.31B
$17.8K ﹤0.01%
145
– –
LGND icon
2108
Ligand Pharmaceuticals
LGND
$5.94B
$17.7K ﹤0.01%
160
– –
ALTR
2109
DELISTED
Altair Engineering Inc
ALTR
$17.6K ﹤0.01%
160
-30
-16% -$3.1K
UWMC icon
2110
UWM Holdings
UWMC
$631M
$17.6K ﹤0.01%
3,101
– –
PHIN icon
2111
Phinia Inc
PHIN
$2.7B
$17.6K ﹤0.01%
368
-3
-0.8% -$148
REZ icon
2112
iShares Residential and Multisector Real Estate ETF
REZ
$879M
$17.4K ﹤0.01%
219
+153
+232% +$13.1K
CALM icon
2113
Cal-Maine
CALM
$4.13B
$17.4K ﹤0.01%
166
– –
HE icon
2114
Hawaiian Electric Industries
HE
$2.28B
$17.3K ﹤0.01%
1,941
– –
IMO icon
2115
Imperial Oil
IMO
$62.3B
$17.3K ﹤0.01%
261
– –
AVXL icon
2116
Anavex Life Sciences
AVXL
$250M
$17.1K ﹤0.01%
1,500
-500
-25% -$3.85K
UA icon
2117
Under Armour Class C
UA
$2.85B
$17.1K ﹤0.01%
2,348
– –
FN icon
2118
Fabrinet
FN
$15.7B
$17K ﹤0.01%
73
+11
+18% +$2.65K
BKLC icon
2119
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.45B
$16.9K ﹤0.01%
450
– –
KN icon
2120
Knowles
KN
$3.08B
$16.8K ﹤0.01%
844
– –
AGM icon
2121
Federal Agricultural Mortgage
AGM
$2.39B
$16.7K ﹤0.01%
89
– –
PNFP icon
2122
Pinnacle Financial Partners Inc
PNFP
$15.8B
$16.6K ﹤0.01%
144
-3
-2% -$338
GVA icon
2123
Granite Construction
GVA
$5.03B
$16.6K ﹤0.01%
188
– –
NXE icon
2124
NexGen Energy
NXE
$6.17B
$16.6K ﹤0.01%
2,400
– –
MSGE icon
2125
Madison Square Garden
MSGE
$3.73B
$16.4K ﹤0.01%
478
– –
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 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.