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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
MLPX icon
2251
Global X MLP & Energy Infrastructure ETF
MLPX
$3.58B
$10.5K ﹤0.01%
+168
New +$9.99K
OPEN icon
2252
Opendoor
OPEN
$3.54B
$10.5K ﹤0.01%
7,076
– –
RING icon
2253
iShares MSCI Global Gold Miners ETF
RING
$2.26B
$10.4K ﹤0.01%
349
– –
SSTK icon
2254
Shutterstock
SSTK
$209M
$10.4K ﹤0.01%
338
– –
ZIM icon
2255
ZIM Integrated Shipping Services
ZIM
$2.96B
$10.4K ﹤0.01%
500
+480
+2,400% +$10.6K
VERX icon
2256
Vertex
VERX
$2.16B
$10.3K ﹤0.01%
195
– –
RWL icon
2257
Invesco S&P 500 Revenue ETF
RWL
$9.57B
$10.3K ﹤0.01%
104
– –
IBDT icon
2258
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$10.3K ﹤0.01%
413
+6
+1% +$151
HIPS icon
2259
GraniteShares HIPS US High Income ETF
HIPS
$110M
$10.2K ﹤0.01%
800
– –
BV icon
2260
BrightView Holdings
BV
$1.24B
$10.2K ﹤0.01%
662
– –
TCX icon
2261
Tucows
TCX
$104M
$10.2K ﹤0.01%
600
– –
MNSO icon
2262
MINISO
MNSO
$3.88B
$10.1K ﹤0.01%
407
– –
ENR icon
2263
Energizer
ENR
$1.47B
$10.1K ﹤0.01%
282
-359
-56% -$12.4K
BBW icon
2264
Build-A-Bear
BBW
$445M
$10.1K ﹤0.01%
237
– –
AN icon
2265
AutoNation
AN
$7.7B
$10.1K ﹤0.01%
58
– –
UEC icon
2266
Uranium Energy
UEC
$4.47B
$10K ﹤0.01%
1,400
– –
ARKX icon
2267
ARK Space & Defense Innovation ETF
ARKX
$765M
$10K ﹤0.01%
497
– –
RFG icon
2268
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$330M
$9.98K ﹤0.01%
203
– –
STLA icon
2269
Stellantis
STLA
$17.4B
$9.95K ﹤0.01%
779
-217
-22% -$2.88K
EMC icon
2270
Global X Emerging Markets Great Consumer ETF
EMC
$52.3M
$9.93K ﹤0.01%
380
– –
UAA icon
2271
Under Armour
UAA
$3.01B
$9.93K ﹤0.01%
1,227
– –
SCHJ icon
2272
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$9.91K ﹤0.01%
406
+4
+1% +$98
EPS icon
2273
WisdomTree US LargeCap Fund
EPS
$1.56B
$9.86K ﹤0.01%
160
– –
PRDO icon
2274
Perdoceo Education
PRDO
$2.17B
$9.84K ﹤0.01%
373
– –
CCC
2275
CCC Intelligent Solutions
CCC
$3.55B
$9.83K ﹤0.01%
855
+200
+31% +$2.32K
89 90
91
92 93

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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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.