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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
FENY icon
2176
Fidelity MSCI Energy Index ETF
FENY
$1.99B
$13.6K ﹤0.01%
555
+468
+538% +$11.7K
HOMB icon
2177
Home BancShares
HOMB
$6.25B
$13.5K ﹤0.01%
484
– –
EWX icon
2178
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$648M
$13.5K ﹤0.01%
234
– –
SEG
2179
Seaport Entertainment Group
SEG
$337M
$13.4K ﹤0.01%
505
-333
-40% -$9.59K
CWH icon
2180
Camping World
CWH
$400M
$13.3K ﹤0.01%
600
-20
-3% -$456
CLDX icon
2181
Celldex Therapeutics
CLDX
$3.02B
$13.3K ﹤0.01%
500
– –
TSHA icon
2182
Taysha Gene Therapies
TSHA
$1.69B
$13.2K ﹤0.01%
6,833
– –
FHI icon
2183
Federated Hermes
FHI
$4.51B
$13.2K ﹤0.01%
335
– –
VIPS icon
2184
Vipshop
VIPS
$7.3B
$13.1K ﹤0.01%
1,000
-134
-12% -$1.92K
KAI icon
2185
Kadant
KAI
$3.63B
$13.1K ﹤0.01%
+38
New +$13.8K
XLRE icon
2186
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$13.1K ﹤0.01%
326
-11,647
-97% -$504K
BTG icon
2187
B2Gold
BTG
$5.13B
$13.1K ﹤0.01%
5,000
-600
-11% -$1.76K
VSGX icon
2188
Vanguard ESG International Stock ETF
VSGX
$6.53B
$13K ﹤0.01%
230
-1,000
-81% -$59.1K
SAA icon
2189
ProShares Ulta SmallCap600
SAA
$29.2M
$13K ﹤0.01%
500
– –
RUM icon
2190
RUM Group Inc
RUM
$1.63B
$12.8K ﹤0.01%
1,100
+1,000
+1,000% +$7.11K
GDYN icon
2191
Grid Dynamics Holdings
GDYN
$590M
$12.7K ﹤0.01%
603
+100
+20% +$1.75K
AMH icon
2192
American Homes 4 Rent
AMH
$11.9B
$12.7K ﹤0.01%
352
-581
-62% -$21.7K
CABO icon
2193
Cable One
CABO
$224M
$12.6K ﹤0.01%
35
-50
-59% -$18.7K
HOPE icon
2194
Hope Bancorp
HOPE
$1.79B
$12.6K ﹤0.01%
1,061
– –
GBF icon
2195
iShares Government/Credit Bond ETF
GBF
$133M
$12.6K ﹤0.01%
+124
New +$12.9K
FETH
2196
Fidelity Ethereum Fund
FETH
$1.04B
$12.6K ﹤0.01%
384
– –
MJ icon
2197
Amplify Alternative Harvest ETF
MJ
$101M
$12.6K ﹤0.01%
470
– –
WF icon
2198
Woori Financial
WF
$17.1B
$12.6K ﹤0.01%
400
+337
+535% +$11.6K
UTL icon
2199
Unitil
UTL
$980M
$12.6K ﹤0.01%
239
– –
SHOE
2200
Shoe Station Group
SHOE
$420M
$12.5K ﹤0.01%
409
+2
+0.5% +$72
86 87
88
89 90

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.