We are live on ! Find out more
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
SRTA
2276
Strata Critical Medical Inc
SRTA
$434M
$9.95K ﹤0.01%
+3,180
New +$9.81K
PNFP icon
2277
Pinnacle Financial Partners Inc
PNFP
$15.9B
$9.94K ﹤0.01%
+119
New +$10K
IOT icon
2278
Samsara
IOT
$21.7B
$9.94K ﹤0.01%
+276
New +$9.39K
CCRN
2279
DELISTED
Cross Country Healthcare
CCRN
$9.92K ﹤0.01%
+538
New +$10.8K
UEC icon
2280
Uranium Energy
UEC
$4.75B
$9.9K ﹤0.01%
+1,400
New +$9.89K
ACHC icon
2281
Acadia Healthcare
ACHC
$2.76B
$9.89K ﹤0.01%
+130
New +$10.6K
TEVA icon
2282
Teva Pharmaceuticals
TEVA
$40.8B
$9.85K ﹤0.01%
+708
New +$8.92K
PRO
2283
DELISTED
PROS Holdings
PRO
$9.83K ﹤0.01%
+270
New +$9.55K
DRVN icon
2284
Driven Brands
DRVN
$2.35B
$9.82K ﹤0.01%
+625
New +$8.65K
JXN icon
2285
Jackson Financial
JXN
$8.53B
$9.79K ﹤0.01%
+148
New +$8.04K
ROM icon
2286
ProShares Ultra Technology
ROM
$1.12B
$9.77K ﹤0.01%
+160
New +$9.25K
CALM icon
2287
Cal-Maine
CALM
$4.12B
$9.72K ﹤0.01%
+166
New +$9.45K
HLMN icon
2288
Hillman Solutions
HLMN
$1.54B
$9.69K ﹤0.01%
+920
New +$8.59K
COLL icon
2289
Collegium Pharmaceutical
COLL
$1.15B
$9.68K ﹤0.01%
+249
New +$8.71K
SMDV icon
2290
ProShares Russell 2000 Dividend Growers ETF
SMDV
$695M
$9.57K ﹤0.01%
+152
New +$9.46K
AN icon
2291
AutoNation
AN
$7.11B
$9.56K ﹤0.01%
+58
New +$8.53K
VSH icon
2292
Vishay Intertechnology
VSH
$5.25B
$9.55K ﹤0.01%
+424
New +$9.44K
SBRA icon
2293
Sabra Healthcare REIT
SBRA
$5.34B
$9.53K ﹤0.01%
+648
New +$8.97K
PARR icon
2294
Par Pacific Holdings
PARR
$4.31B
$9.51K ﹤0.01%
+255
New +$9.37K
ZIMV
2295
DELISTED
ZimVie
ZIMV
$9.48K ﹤0.01%
+513
New +$9.14K
AZTA icon
2296
Azenta
AZTA
$1.3B
$9.46K ﹤0.01%
+160
New +$10.2K
SCHJ icon
2297
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$9.45K ﹤0.01%
+394
New +$9.51K
PUBM icon
2298
PubMatic
PUBM
$585M
$9.43K ﹤0.01%
+397
New +$7.12K
BSTZ icon
2299
BlackRock Science and Technology Term Trust
BSTZ
$1.95B
$9.41K ﹤0.01%
+486
New +$8.72K
PFL
2300
PIMCO Income Strategy Fund
PFL
$384M
$9.4K ﹤0.01%
+1,100
New +$9.31K
90 91
92
93 94

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.