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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
KTOS icon
2226
Kratos Defense & Security Solutions
KTOS
$8.66B
$11.7K ﹤0.01%
404
– –
ZG icon
2227
Zillow
ZG
$7.79B
$11.6K ﹤0.01%
170
– –
PDCO
2228
DELISTED
Patterson Companies, Inc.
PDCO
$11.6K ﹤0.01%
+376
New +$8.74K
PLUG icon
2229
Plug Power
PLUG
$2.92B
$11.6K ﹤0.01%
4,331
+3,665
+550% +$8K
PLUS icon
2230
ePlus
PLUS
$2.38B
$11.5K ﹤0.01%
152
– –
TKR icon
2231
Timken Company
TKR
$9.46B
$11.5K ﹤0.01%
156
-95
-38% -$7.47K
DLN icon
2232
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$11.5K ﹤0.01%
147
-1,335
-90% -$106K
JACK icon
2233
Jack in the Box
JACK
$312M
$11.4K ﹤0.01%
300
– –
UPBD icon
2234
Upbound Group
UPBD
$1.17B
$11.4K ﹤0.01%
382
– –
PAWZ icon
2235
ProShares Pet Care ETF
PAWZ
$34.2M
$11.3K ﹤0.01%
+208
New +$11.9K
DHT icon
2236
DHT Holdings
DHT
$2.99B
$11.3K ﹤0.01%
1,127
-2,028
-64% -$20.8K
SPIP icon
2237
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$11.3K ﹤0.01%
446
– –
ROM icon
2238
ProShares Ultra Technology
ROM
$1.12B
$11.3K ﹤0.01%
160
– –
AMR icon
2239
Alpha Metallurgical Resources
AMR
$1.82B
$11.2K ﹤0.01%
60
– –
TDTT icon
2240
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.54B
$11.2K ﹤0.01%
475
– –
PYCR
2241
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$11.1K ﹤0.01%
500
+10
+2% +$167
FORM icon
2242
FormFactor
FORM
$8.21B
$11K ﹤0.01%
250
– –
ESGG icon
2243
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
$11K ﹤0.01%
65
– –
G icon
2244
Genpact
G
$5.99B
$10.8K ﹤0.01%
248
-483
-66% -$20.4K
ARE icon
2245
Alexandria Real Estate Equities
ARE
$9.15B
$10.6K ﹤0.01%
109
-520
-83% -$57K
NVDU icon
2246
Direxion Daily NVDA Bull 2X ETF
NVDU
$521M
$10.6K ﹤0.01%
105
+15
+17% +$1.71K
IMCR icon
2247
Immunocore
IMCR
$1.72B
$10.6K ﹤0.01%
350
-150
-30% -$4.74K
EUO icon
2248
ProShares UltraShort Euro
EUO
$34.7M
$10.6K ﹤0.01%
300
– –
VMO icon
2249
Invesco Municipal Opportunity Trust
VMO
$654M
$10.5K ﹤0.01%
1,088
– –
H icon
2250
Hyatt Hotels
H
$16.6B
$10.5K ﹤0.01%
69
-20
-22% -$3.1K
88 89
90
91 92

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
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.