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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
CTS icon
2126
CTS Corp
CTS
$1.79B
$16.4K ﹤0.01%
318
-15
-5% -$786
QTWO icon
2127
Q2 Holdings
QTWO
$3.7B
$16.4K ﹤0.01%
164
-30
-15% -$2.85K
LCII icon
2128
LCI Industries
LCII
$2.5B
$16.3K ﹤0.01%
159
+67
+73% +$7.73K
PCYO icon
2129
Pure Cycle
PCYO
$258M
$16K ﹤0.01%
+1,332
New +$16.3K
VUSB icon
2130
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
$15.9K ﹤0.01%
+321
New +$16K
TGLS icon
2131
Tecnoglass
TGLS
$1.93B
$15.9K ﹤0.01%
214
– –
SFL icon
2132
SFL Corp
SFL
$1.64B
$15.9K ﹤0.01%
1,500
-300
-17% -$3.2K
SOND
2133
DELISTED
Sonder
SOND
$15.8K ﹤0.01%
5,000
– –
FSTA icon
2134
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
$15.7K ﹤0.01%
+321
New +$16.3K
VREX icon
2135
Varex Imaging
VREX
$467M
$15.6K ﹤0.01%
1,125
– –
BNL icon
2136
Broadstone Net Lease
BNL
$4.12B
$15.6K ﹤0.01%
1,000
– –
IBTH icon
2137
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$15.5K ﹤0.01%
700
– –
JPEM icon
2138
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$15.5K ﹤0.01%
300
– –
SHYF
2139
DELISTED
The Shyft Group
SHYF
$15.4K ﹤0.01%
1,412
– –
BBU
2140
DELISTED
Brookfield Business Partners
BBU
$15.3K ﹤0.01%
680
– –
GSIT icon
2141
GSI Technology
GSIT
$224M
$15.3K ﹤0.01%
5,000
– –
CDXS icon
2142
Codexis
CDXS
$159M
$15.2K ﹤0.01%
3,200
-200
-6% -$823
MCI
2143
Barings Corporate Investors
MCI
$342M
$15.2K ﹤0.01%
750
– –
BOX icon
2144
Box
BOX
$4.31B
$15.1K ﹤0.01%
482
-268
-36% -$8.79K
PAX icon
2145
Patria Investments
PAX
$1.77B
$15.1K ﹤0.01%
1,300
– –
BHB icon
2146
Bar Harbor Bankshares
BHB
$660M
$15K ﹤0.01%
500
– –
SCHP icon
2147
Schwab US TIPS ETF
SCHP
$16.4B
$15K ﹤0.01%
581
-14,465
-96% -$380K
AMAL icon
2148
Amalgamated Financial
AMAL
$1.48B
$14.9K ﹤0.01%
446
-24
-5% -$824
BKU icon
2149
Bankunited
BKU
$3.33B
$14.8K ﹤0.01%
383
– –
FSCO
2150
FS Credit Opportunities Corp
FSCO
$1.01B
$14.7K ﹤0.01%
+2,173
New +$14.4K
84 85
86
87 88

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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.