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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHX icon
2151
James Hardie Industries
JHX
$15.1B
$14.8K ﹤0.01%
467
– –
CSWC icon
2152
Capital Southwest
CSWC
$1.48B
$14.8K ﹤0.01%
550
-1,000
-65% -$25.7K
STLA icon
2153
Stellantis
STLA
$17.3B
$14.8K ﹤0.01%
758
+10
+1% +$232
VCYT icon
2154
Veracyte
VCYT
$4.44B
$14.6K ﹤0.01%
675
-288
-30% -$6.05K
DEM icon
2155
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.8B
$14.6K ﹤0.01%
328
– –
TRN icon
2156
Trinity Industries
TRN
$2.99B
$14.4K ﹤0.01%
500
-1,000
-67% -$29.1K
ELS icon
2157
Equity Lifestyle Properties
ELS
$12.9B
$14.3K ﹤0.01%
225
– –
KEX icon
2158
Kirby Corp
KEX
$7.16B
$14.3K ﹤0.01%
119
-4,550
-97% -$508K
PGNY icon
2159
Progyny
PGNY
$2.47B
$14.3K ﹤0.01%
507
+95
+23% +$2.86K
TDW icon
2160
Tidewater
TDW
$3.62B
$14.3K ﹤0.01%
151
– –
CRDO icon
2161
Credo Technology Group
CRDO
$33.8B
$14.3K ﹤0.01%
+450
New +$9.95K
CLCO
2162
DELISTED
Cool Company
CLCO
$14.3K ﹤0.01%
+1,200
New +$13.8K
PATH icon
2163
UiPath
PATH
$6.41B
$14.2K ﹤0.01%
1,106
-782
-41% -$13.5K
CVLT icon
2164
Commault Systems
CVLT
$5.05B
$14.2K ﹤0.01%
+116
New +$12.5K
JRS icon
2165
Nuveen Real Estate Income Fund
JRS
$254M
$14.2K ﹤0.01%
+1,850
New +$13.7K
ESRT icon
2166
Empire State Realty Trust
ESRT
$998M
$14.1K ﹤0.01%
1,493
– –
ORC
2167
Orchid Island Capital
ORC
$1.32B
$14.1K ﹤0.01%
+1,700
New +$14.4K
ESE icon
2168
ESCO Technologies
ESE
$7.9B
$14.1K ﹤0.01%
137
+15
+12% +$1.58K
LRN icon
2169
Stride
LRN
$4.11B
$14.1K ﹤0.01%
208
-156
-43% -$10.4K
PALL icon
2170
abrdn Physical Palladium Shares ETF
PALL
$602M
$13.9K ﹤0.01%
750
– –
BKU icon
2171
Bankunited
BKU
$3.38B
$13.9K ﹤0.01%
483
– –
LGND icon
2172
Ligand Pharmaceuticals
LGND
$5.89B
$13.9K ﹤0.01%
160
– –
SHYG icon
2173
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$13.9K ﹤0.01%
328
– –
BTG icon
2174
B2Gold
BTG
$4.94B
$13.8K ﹤0.01%
5,000
– –
ROBO icon
2175
ROBO Global Robotics & Automation Index ETF
ROBO
$1.88B
$13.8K ﹤0.01%
247
– –
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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CIBC Private Wealth Group's Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.