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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
MS icon
201
Morgan Stanley
MS
$337B
$38.4M 0.07%
300,015
+11,710
+4% +$1.44M
ENTG icon
202
Entegris
ENTG
$19.7B
$38.2M 0.07%
382,426
-122,675
-24% -$12.9M
IEX icon
203
IDEX
IEX
$16.5B
$37.9M 0.07%
181,294
-4,377
-2% -$958K
DKNG icon
204
DraftKings
DKNG
$11.4B
$37.8M 0.07%
985,926
+210,996
+27% +$8.37M
ACES icon
205
ALPS Clean Energy ETF
ACES
$109M
$37.8M 0.07%
1,391,604
-1,754,620
-56% -$48.5M
ITW icon
206
Illinois Tool Works
ITW
$81.4B
$37.5M 0.07%
151,566
-11,358
-7% -$3.01M
TRU icon
207
TransUnion
TRU
$14.8B
$37.3M 0.07%
413,297
-9,863
-2% -$999K
IHG icon
208
InterContinental Hotels
IHG
$23B
$37M 0.07%
303,579
-107
-0% -$12.8K
BABA icon
209
Alibaba
BABA
$269B
$36.7M 0.07%
438,333
-33,144
-7% -$3.13M
MMM icon
210
3M
MMM
$89B
$36.6M 0.07%
272,207
+1,457
+0.5% +$191K
AEE icon
211
Ameren
AEE
$31.5B
$35.1M 0.06%
393,697
+178
+0% +$15.9K
TSLA icon
212
Tesla
TSLA
$1.24T
$34.8M 0.06%
88,203
-9,728
-10% -$3.13M
IDXX icon
213
Idexx Laboratories
IDXX
$42.9B
$34.8M 0.06%
80,476
-97,450
-55% -$42.7M
KEYS icon
214
Keysight
KEYS
$54.5B
$34.4M 0.06%
208,694
-6,644
-3% -$1.07M
RVTY icon
215
Revvity
RVTY
$12.3B
$34.2M 0.06%
293,614
-9,265
-3% -$1.09M
TCOM icon
216
Trip.com Group
TCOM
$27.5B
$34M 0.06%
524,079
-2,213
-0.4% -$146K
AJG icon
217
Arthur J. Gallagher & Co
AJG
$63.7B
$34M 0.06%
118,991
-2,424
-2% -$705K
IJH icon
218
iShares Core S&P Mid-Cap ETF
IJH
$123B
$33.7M 0.06%
536,902
-12,605
-2% -$808K
BRK.A icon
219
Berkshire Hathaway Class A
BRK.A
$1.07T
$33.2M 0.06%
49
+1
+2% +$693K
LYG icon
220
Lloyds Banking Group
LYG
$87.4B
$32.8M 0.06%
12,395,541
-159,641
-1% -$456K
IWD icon
221
iShares Russell 1000 Value ETF
IWD
$82B
$32.3M 0.06%
173,510
+3,813
+2% +$731K
SONY icon
222
Sony
SONY
$123B
$31.8M 0.06%
1,530,235
-16,235
-1% -$316K
DXCM icon
223
DexCom
DXCM
$27.6B
$31.7M 0.06%
395,940
-179,443
-31% -$13.3M
ECL icon
224
Ecolab
ECL
$75.6B
$31.7M 0.06%
134,972
-4,842
-3% -$1.2M
DEO icon
225
Diageo
DEO
$46.2B
$31.4M 0.06%
250,283
-42,858
-15% -$5.45M
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 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.