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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
MMSI icon
2151
Merit Medical Systems
MMSI
$4.97B
$14.7K ﹤0.01%
150
– –
RRC icon
2152
Range Resources
RRC
$9.24B
$14.6K ﹤0.01%
390
+90
+30% +$2.98K
CURE icon
2153
Direxion Daily Healthcare Bull 3X ETF
CURE
$181M
$14.6K ﹤0.01%
150
– –
ESRT icon
2154
Empire State Realty Trust
ESRT
$862M
$14.6K ﹤0.01%
1,493
– –
PSCT icon
2155
Invesco S&P SmallCap Information Technology ETF
PSCT
$493M
$14.6K ﹤0.01%
300
-1,325
-82% -$64.4K
JHX icon
2156
James Hardie Industries
JHX
$15.4B
$14.5K ﹤0.01%
467
– –
IRDM icon
2157
Iridium Communications
IRDM
$5.05B
$14.5K ﹤0.01%
500
– –
SCHR
2158
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$14.5K ﹤0.01%
597
+1
+0.2% +$25
ALLT icon
2159
Allot
ALLT
$367M
$14.5K ﹤0.01%
+2,000
New +$8.07K
NFE icon
2160
New Fortress Energy
NFE
$94.6M
$14.4K ﹤0.01%
1,000
– –
NWG icon
2161
NatWest
NWG
$73.7B
$14.3K ﹤0.01%
1,458
+942
+183% +$9.32K
NAMSW icon
2162
NewAmsterdam Pharma Warrant
NAMSW
$76.9M
$14.3K ﹤0.01%
1,000
– –
FOLD
2163
DELISTED
Amicus Therapeutics
FOLD
$14.2K ﹤0.01%
1,505
-454
-23% -$4.72K
JGLO icon
2164
JPMorgan Global Select Equity ETF
JGLO
$6.87B
$14.2K ﹤0.01%
+234
New +$14.6K
MAN icon
2165
ManpowerGroup
MAN
$2.41B
$14.2K ﹤0.01%
256
+69
+37% +$4.4K
UTZ icon
2166
Utz Brands
UTZ
$1.25B
$14.2K ﹤0.01%
1,000
– –
ROBO icon
2167
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
$14.1K ﹤0.01%
247
– –
FCN icon
2168
FTI Consulting
FCN
$4.95B
$14K ﹤0.01%
+72
New +$14.8K
GFL icon
2169
GFL Environmental
GFL
$14.9B
$13.9K ﹤0.01%
312
+283
+976% +$12.3K
BBCA icon
2170
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
$13.9K ﹤0.01%
195
-246
-56% -$17.9K
STVN icon
2171
Stevanato
STVN
$5.51B
$13.9K ﹤0.01%
580
-20
-3% -$401
BLKB icon
2172
Blackbaud
BLKB
$1.84B
$13.9K ﹤0.01%
184
– –
ALLY icon
2173
Ally Financial
ALLY
$13.2B
$13.9K ﹤0.01%
390
+22
+6% +$799
ONT
2174
Onterris Inc
ONT
$731M
$13.7K ﹤0.01%
660
-255
-28% -$5.36K
SYLD icon
2175
Cambria Shareholder Yield ETF
SYLD
$993M
$13.7K ﹤0.01%
+200
New +$14.4K
85 86
87
88 89

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.