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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
RHI icon
201
Robert Half
RHI
$4B
$38.1M 0.07%
486,774
-16,000
-3% -$1.29M
MNST icon
202
Monster Beverage
MNST
$93.1B
$37.2M 0.07%
644,139
+463
+0.1% +$26.6K
YUMC icon
203
Yum China
YUMC
$15.3B
$37.1M 0.07%
924,269
+40,384
+5% +$1.59M
MRVL icon
204
Marvell Technology
MRVL
$167B
$36.3M 0.07%
496,545
+110,784
+29% +$7.59M
WMB icon
205
Williams Companies
WMB
$87.7B
$36.1M 0.07%
927,897
-628,851
-40% -$22.3M
IJR icon
206
iShares Core S&P Small-Cap ETF
IJR
$109B
$35.4M 0.07%
323,794
+14,518
+5% +$1.54M
MSCI icon
207
MSCI
MSCI
$41.6B
$34.6M 0.07%
62,384
-26,368
-30% -$14.8M
WES icon
208
Western Midstream Partners
WES
$19.4B
$34M 0.07%
956,377
-681,633
-42% -$21.2M
KEYS icon
209
Keysight
KEYS
$52.8B
$33.6M 0.07%
216,799
+182
+0.1% +$28K
AON icon
210
Aon
AON
$78.6B
$33.4M 0.07%
101,325
-13,765
-12% -$4.27M
FMX icon
211
Fomento Económico Mexicano
FMX
$44.8B
$33M 0.06%
254,541
+2,848
+1% +$372K
BABA icon
212
Alibaba
BABA
$274B
$32.7M 0.06%
445,630
-466,734
-51% -$34.2M
IJH icon
213
iShares Core S&P Mid-Cap ETF
IJH
$123B
$32.3M 0.06%
535,153
+51,298
+11% +$2.9M
TRU icon
214
TransUnion
TRU
$15.1B
$32.2M 0.06%
406,678
-53,525
-12% -$3.92M
DEO icon
215
Diageo
DEO
$47.4B
$32M 0.06%
216,341
-162,049
-43% -$23.7M
MAS icon
216
Masco
MAS
$16.1B
$32M 0.06%
411,381
-1,921
-0.5% -$138K
LYG icon
217
Lloyds Banking Group
LYG
$88.2B
$31.5M 0.06%
12,259,027
-17,437,564
-59% -$40M
ECL icon
218
Ecolab
ECL
$76.3B
$31.5M 0.06%
138,198
-1,167
-0.8% -$247K
FIVE icon
219
Five Below
FIVE
$11.4B
$31.4M 0.06%
175,814
+471
+0.3% +$90.7K
BHP icon
220
BHP
BHP
$211B
$31.4M 0.06%
538,488
-403,513
-43% -$24.2M
RVTY icon
221
Revvity
RVTY
$12B
$31.3M 0.06%
303,064
+84,499
+39% +$8.99M
IHG icon
222
InterContinental Hotels
IHG
$23.5B
$31.1M 0.06%
295,917
-336,727
-53% -$33.8M
ZS icon
223
Zscaler
ZS
$23.9B
$31M 0.06%
161,399
+43,674
+37% +$9.77M
NTCT icon
224
NETSCOUT
NTCT
$2.84B
$30.8M 0.06%
1,412,540
-199
-0% -$4.32K
PINS icon
225
Pinterest
PINS
$13.2B
$30.8M 0.06%
871,644
+858,802
+6,687% +$31.2M
7 8
9
10 11

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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.