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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
SAIC icon
2251
Saic
SAIC
$4.95B
$10.7K ﹤0.01%
+82
New +$10.9K
UCO icon
2252
ProShares Ultra Bloomberg Crude Oil
UCO
$420M
$10.6K ﹤0.01%
+319
New +$9.28K
BRSL
2253
Brightstar Lottery PLC
BRSL
$1.84B
$10.6K ﹤0.01%
+480
New +$12K
ESGG icon
2254
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
$10.6K ﹤0.01%
+65
New +$10.1K
RRC icon
2255
Range Resources
RRC
$9.38B
$10.4K ﹤0.01%
+300
New +$9.28K
VMO icon
2256
Invesco Municipal Opportunity Trust
VMO
$651M
$10.4K ﹤0.01%
+1,088
New +$10.4K
BC icon
2257
Brunswick
BC
$5.13B
$10.4K ﹤0.01%
+108
New +$9.48K
EOLS icon
2258
Evolus
EOLS
$385M
$10.3K ﹤0.01%
+750
New +$9.75K
CNMD icon
2259
CONMED
CNMD
$1.39B
$10.3K ﹤0.01%
+130
New +$11.6K
LITE icon
2260
Lumentum
LITE
$55.5B
$10.3K ﹤0.01%
+213
New +$10.8K
LBRT icon
2261
Liberty Energy
LBRT
$3.05B
$10.3K ﹤0.01%
+489
New +$9.67K
VERX icon
2262
Vertex
VERX
$2.09B
$10.3K ﹤0.01%
+320
New +$8.63K
CVNA icon
2263
Carvana
CVNA
$68.6B
$10.2K ﹤0.01%
+590
New +$7.2K
HIPS icon
2264
GraniteShares HIPS US High Income ETF
HIPS
$109M
$10.2K ﹤0.01%
+800
New +$10K
TGTX icon
2265
TG Therapeutics
TGTX
$7.96B
$10.2K ﹤0.01%
+689
New +$11K
KSCP icon
2266
Knightscope
KSCP
$28.3M
$10.2K ﹤0.01%
400
– –
RDN icon
2267
Radian Group
RDN
$5.18B
$10.1K ﹤0.01%
+307
New +$9.04K
AVXL icon
2268
Anavex Life Sciences
AVXL
$255M
$10K ﹤0.01%
+2,000
New +$11.3K
DGII icon
2269
Digi International
DGII
$2.63B
$10K ﹤0.01%
+320
New +$8.94K
RNG icon
2270
RingCentral
RNG
$4.66B
$10K ﹤0.01%
+297
New +$10K
SUSC icon
2271
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$10K ﹤0.01%
+440
New +$10.1K
L icon
2272
Loews
L
$23.9B
$9.99K ﹤0.01%
+129
New +$9.54K
BIVI icon
2273
BioVie
BIVI
$11.5M
$9.98K ﹤0.01%
178
– –
EMC icon
2274
Global X Emerging Markets Great Consumer ETF
EMC
$55M
$9.96K ﹤0.01%
+380
New +$9.64K
PINK icon
2275
Simplify Health Care ETF
PINK
$375M
$9.96K ﹤0.01%
+325
New +$9.53K
89 90
91
92 93

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.