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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
GABC icon
2201
German American Bancorp
GABC
$1.92B
$12.5K ﹤0.01%
326
– –
REXR icon
2202
Rexford Industrial Realty
REXR
$8.56B
$12.5K ﹤0.01%
326
-214
-40% -$9.2K
CLMB icon
2203
Climb Global Solutions
CLMB
$497M
$12.4K ﹤0.01%
400
– –
APAM icon
2204
Artisan Partners
APAM
$2.82B
$12.4K ﹤0.01%
295
+135
+84% +$6.17K
UMAC icon
2205
Unusual Machines
UMAC
$980M
$12.4K ﹤0.01%
+1,000
New +$5.98K
RGEN icon
2206
Repligen
RGEN
$7.03B
$12.4K ﹤0.01%
80
-14
-15% -$2.01K
CMPR icon
2207
Cimpress
CMPR
$2.29B
$12.3K ﹤0.01%
176
-163
-48% -$12.8K
OZK icon
2208
Bank OZK
OZK
$5.57B
$12.3K ﹤0.01%
284
-469
-62% -$21.4K
DAY
2209
DELISTED
Dayforce
DAY
$12.3K ﹤0.01%
175
-283
-62% -$20.5K
OPLN
2210
Openlane
OPLN
$4.29B
$12.2K ﹤0.01%
603
– –
IYM icon
2211
iShares US Basic Materials ETF
IYM
$1.15B
$12.2K ﹤0.01%
94
– –
SMIN icon
2212
iShares MSCI India Small-Cap ETF
SMIN
$753M
$12.2K ﹤0.01%
162
-30
-16% -$2.46K
EFC
2213
Ellington Financial
EFC
$1.69B
$12.1K ﹤0.01%
1,000
-1,262
-56% -$15.6K
UI icon
2214
Ubiquiti
UI
$32.3B
$12.1K ﹤0.01%
34
– –
IBLC icon
2215
iShares Blockchain and Tech ETF
IBLC
$82.6M
$12.1K ﹤0.01%
340
– –
U icon
2216
Unity
U
$14.6B
$12.1K ﹤0.01%
528
-106
-17% -$2.36K
KBWP icon
2217
Invesco KBW Property & Casualty Insurance ETF
KBWP
$269M
$12.1K ﹤0.01%
106
+81
+324% +$9.61K
COHR icon
2218
Coherent
COHR
$48.7B
$12.1K ﹤0.01%
129
– –
BSTZ icon
2219
BlackRock Science and Technology Term Trust
BSTZ
$1.92B
$12.1K ﹤0.01%
565
+14
+3% +$289
PNTG icon
2220
Pennant Group
PNTG
$1.43B
$12K ﹤0.01%
452
– –
HLI icon
2221
Houlihan Lokey
HLI
$8.97B
$12K ﹤0.01%
+69
New +$12.2K
VDC icon
2222
Vanguard Consumer Staples ETF
VDC
$8B
$11.9K ﹤0.01%
57
– –
GCOW icon
2223
Pacer Global Cash Cows Dividend ETF
GCOW
$3.43B
$11.9K ﹤0.01%
+351
New +$12.3K
SAIC icon
2224
Saic
SAIC
$4.89B
$11.8K ﹤0.01%
104
-353
-77% -$46.6K
LRGE icon
2225
ClearBridge Large Cap Growth Select ETF
LRGE
$369M
$11.8K ﹤0.01%
+155
New +$11.7K
87 88
89
90 91

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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.