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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STEM icon
2226
Stem
STEM
$47.7M
$12K ﹤0.01%
526
– –
PENG
2227
Penguin Solutions Inc
PENG
$2.47B
$12K ﹤0.01%
+500
New +$10.4K
INCY icon
2228
Incyte
INCY
$26B
$11.9K ﹤0.01%
204
+63
+45% +$3.57K
SSTK icon
2229
Shutterstock
SSTK
$220M
$11.9K ﹤0.01%
338
-248
-42% -$10.1K
KWR icon
2230
Quaker Houghton
KWR
$2.67B
$11.8K ﹤0.01%
70
– –
BLOK icon
2231
Amplify Blockchain Technology ETF
BLOK
$1.08B
$11.7K ﹤0.01%
325
-100
-24% -$3.35K
INSW icon
2232
International Seaways
INSW
$4.63B
$11.7K ﹤0.01%
+205
New +$11.9K
REAL icon
2233
The RealReal
REAL
$1.44B
$11.7K ﹤0.01%
3,392
+292
+9% +$1.08K
TNDM icon
2234
Tandem Diabetes Care
TNDM
$1.22B
$11.7K ﹤0.01%
277
-63
-19% -$2.63K
HLMN icon
2235
Hillman Solutions
HLMN
$1.6B
$11.6K ﹤0.01%
1,327
+407
+44% +$3.84K
SGOL icon
2236
abrdn Physical Gold Shares ETF
SGOL
$6.87B
$11.6K ﹤0.01%
515
– –
WFRD icon
2237
Weatherford International
WFRD
$5.99B
$11.6K ﹤0.01%
95
-8,837
-99% -$1.06M
VERX icon
2238
Vertex
VERX
$2.14B
$11.5K ﹤0.01%
320
– –
RINC
2239
DELISTED
AXS Real Estate Income ETF
RINC
$11.5K ﹤0.01%
500
– –
FLUT icon
2240
Flutter Entertainment
FLUT
$18.9B
$11.5K ﹤0.01%
58
-2
-3% -$385
SAA icon
2241
ProShares Ulta SmallCap600
SAA
$29.5M
$11.4K ﹤0.01%
500
– –
GVA icon
2242
Granite Construction
GVA
$5.31B
$11.4K ﹤0.01%
188
– –
SPIP icon
2243
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$11.4K ﹤0.01%
446
+445
+44,500% +$11.3K
HUMA icon
2244
Humacyte
HUMA
$170M
$11.3K ﹤0.01%
+2,000
New +$10.4K
PNFP icon
2245
Pinnacle Financial Partners Inc
PNFP
$15.9B
$11.3K ﹤0.01%
147
+28
+24% +$2.23K
UPBD icon
2246
Upbound Group
UPBD
$1.26B
$11.3K ﹤0.01%
382
-600
-61% -$19.2K
SAR icon
2247
Saratoga Investment
SAR
$314M
$11.3K ﹤0.01%
500
-100
-17% -$2.33K
MGA icon
2248
Magna International
MGA
$18.8B
$11.3K ﹤0.01%
265
-222
-46% -$10.4K
PCOR icon
2249
Procore
PCOR
$7.37B
$11.3K ﹤0.01%
173
-376
-68% -$26.1K
TEO icon
2250
Telecom Argentina
TEO
$5.86B
$11.3K ﹤0.01%
1,614
– –
88 89
90
91 92

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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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.