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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
MMYT icon
2176
MakeMyTrip
MMYT
$5.36B
$13K ﹤0.01%
+182
New +$10.4K
AMPH icon
2177
Amphastar Pharmaceuticals
AMPH
$879M
$13K ﹤0.01%
+299
New +$15.4K
RYN icon
2178
Rayonier
RYN
$6.55B
$13K ﹤0.01%
+441
New +$13.2K
STRL icon
2179
Sterling Infrastructure
STRL
$18.3B
$13K ﹤0.01%
+118
New +$10.7K
ALRM icon
2180
Alarm.com
ALRM
$2.71B
$13K ﹤0.01%
+182
New +$12.4K
TOL icon
2181
Toll Brothers
TOL
$13.6B
$12.9K ﹤0.01%
+101
New +$11K
CENTA icon
2182
Central Garden & Pet Co Class A
CENTA
$2.37B
$12.9K ﹤0.01%
+355
New +$12.6K
BHB icon
2183
Bar Harbor Bankshares
BHB
$665M
$12.8K ﹤0.01%
+500
New +$13K
RGEN icon
2184
Repligen
RGEN
$7.96B
$12.8K ﹤0.01%
+70
New +$13.3K
WSR
2185
DELISTED
Whitestone REIT
WSR
$12.7K ﹤0.01%
+1,043
New +$12.9K
RDUS
2186
DELISTED
Radius Recycling
RDUS
$12.7K ﹤0.01%
+604
New +$14.2K
ESE icon
2187
ESCO Technologies
ESE
$8.17B
$12.6K ﹤0.01%
+122
New +$12.5K
LYFT icon
2188
Lyft
LYFT
$6.02B
$12.6K ﹤0.01%
+657
New +$10.1K
OPRA
2189
Opera Ltd
OPRA
$1.69B
$12.6K ﹤0.01%
+820
New +$10.4K
PJT icon
2190
PJT Partners
PJT
$4.35B
$12.5K ﹤0.01%
+131
New +$12.9K
BATT icon
2191
Amplify Lithium & Battery Technology ETF
BATT
$115M
$12.4K ﹤0.01%
+1,320
New +$12.2K
GPI icon
2192
Group 1 Automotive
GPI
$3.41B
$12.4K ﹤0.01%
+43
New +$11.7K
TEO icon
2193
Telecom Argentina
TEO
$6.03B
$12.4K ﹤0.01%
+1,614
New +$11.9K
SAA icon
2194
ProShares Ulta SmallCap600
SAA
$29.1M
$12.4K ﹤0.01%
+500
New +$11.8K
UTL icon
2195
Unitil
UTL
$970M
$12.4K ﹤0.01%
+239
New +$12K
AWI icon
2196
Armstrong World Industries
AWI
$7.38B
$12.3K ﹤0.01%
+100
New +$11K
UMC icon
2197
United Microelectronic
UMC
$47.7B
$12.3K ﹤0.01%
+1,511
New +$12K
RDNT icon
2198
RadNet
RDNT
$5.02B
$12.3K ﹤0.01%
+255
New +$10.3K
ITRI icon
2199
Itron
ITRI
$4.36B
$12.3K ﹤0.01%
+137
New +$11K
HOPE icon
2200
Hope Bancorp
HOPE
$1.79B
$12.2K ﹤0.01%
+1,099
New +$12.3K
86 87
88
89 90

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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.