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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
ELS icon
2151
Equity Lifestyle Properties
ELS
$12.6B
$14.2K ﹤0.01%
+225
New +$15.1K
KWR icon
2152
Quaker Houghton
KWR
$2.79B
$14.2K ﹤0.01%
+70
New +$13.9K
TDW icon
2153
Tidewater
TDW
$3.73B
$14.2K ﹤0.01%
+151
New +$11.3K
MAN icon
2154
ManpowerGroup
MAN
$2.44B
$14.1K ﹤0.01%
+187
New +$13.9K
CRH icon
2155
CRH
CRH
$63.2B
$14K ﹤0.01%
+165
New +$12.6K
ABUS icon
2156
Arbutus Biopharma
ABUS
$857M
$14K ﹤0.01%
+5,450
New +$14.1K
DOOR
2157
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$13.9K ﹤0.01%
+106
New +$11.9K
CATY icon
2158
Cathay General Bancorp
CATY
$4.22B
$13.9K ﹤0.01%
+376
New +$15.2K
SAR icon
2159
Saratoga Investment
SAR
$312M
$13.9K ﹤0.01%
+600
New +$14.1K
PALL icon
2160
abrdn Physical Palladium Shares ETF
PALL
$618M
$13.9K ﹤0.01%
+750
New +$13.5K
EXI icon
2161
iShares Global Industrials ETF
EXI
$1.42B
$13.9K ﹤0.01%
+100
New +$13.1K
SHYG icon
2162
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$13.8K ﹤0.01%
+328
New +$13.9K
IYM icon
2163
iShares US Basic Materials ETF
IYM
$1.12B
$13.8K ﹤0.01%
+93
New +$12.8K
SYM icon
2164
Symbotic
SYM
$5.48B
$13.8K ﹤0.01%
+304
New +$13.3K
DEM icon
2165
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$13.7K ﹤0.01%
+328
New +$13.4K
CIBR icon
2166
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$13.6K ﹤0.01%
+243
New +$13.7K
IX icon
2167
ORIX
IX
$44B
$13.5K ﹤0.01%
+645
New +$13.1K
PRG icon
2168
PROG Holdings
PRG
$1.75B
$13.5K ﹤0.01%
+393
New +$12.4K
SBIO icon
2169
ALPS Medical Breakthroughs ETF
SBIO
$201M
$13.4K ﹤0.01%
+380
New +$13.2K
IRON icon
2170
Disc Medicine
IRON
$2.94B
$13.3K ﹤0.01%
+388
New +$25.2K
BKU icon
2171
Bankunited
BKU
$3.37B
$13.3K ﹤0.01%
+483
New +$13.5K
BTG icon
2172
B2Gold
BTG
$5B
$13.2K ﹤0.01%
+5,000
New +$13.5K
DHT icon
2173
DHT Holdings
DHT
$2.99B
$13.1K ﹤0.01%
+1,118
New +$12.3K
STRA icon
2174
Strategic Education
STRA
$1.85B
$13.1K ﹤0.01%
+126
New +$12.3K
GTLB icon
2175
GitLab
GTLB
$5.83B
$13.1K ﹤0.01%
+235
New +$15.4K
85 86
87
88 89

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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.