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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
PHG icon
2276
Philips
PHG
$25.8B
$9.83K ﹤0.01%
418
-1,443
-78% -$37.3K
LCID icon
2277
Lucid Motors
LCID
$3.17B
$9.82K ﹤0.01%
330
+172
+109% +$4.48K
SXC icon
2278
SunCoke Energy
SXC
$717M
$9.81K ﹤0.01%
964
– –
EDIT icon
2279
Editas Medicine
EDIT
$413M
$9.78K ﹤0.01%
7,300
-750
-9% -$1.91K
EXEL icon
2280
Exelixis
EXEL
$14.1B
$9.73K ﹤0.01%
282
-412
-59% -$13.4K
UTG icon
2281
Reaves Utility Income Fund
UTG
$3.52B
$9.71K ﹤0.01%
300
– –
TLH icon
2282
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$9.64K ﹤0.01%
98
-120
-55% -$12.4K
TS icon
2283
Tenaris
TS
$28.6B
$9.58K ﹤0.01%
247
-84
-25% -$2.98K
FNF icon
2284
Fidelity National Financial
FNF
$14B
$9.58K ﹤0.01%
171
-1,240
-88% -$74.7K
SRTA
2285
Strata Critical Medical Inc
SRTA
$440M
$9.57K ﹤0.01%
2,305
– –
MSOS icon
2286
AdvisorShares Pure US Cannabis ETF
MSOS
$854M
$9.52K ﹤0.01%
2,630
-750
-22% -$4.05K
FENC icon
2287
Fennec Pharmaceuticals
FENC
$344M
$9.52K ﹤0.01%
1,565
– –
BKF icon
2288
iShares MSCI BIC ETF
BKF
$77.9M
$9.48K ﹤0.01%
265
+5
+2% +$194
HUMA icon
2289
Humacyte
HUMA
$181M
$9.36K ﹤0.01%
2,000
– –
DGII icon
2290
Digi International
DGII
$2.57B
$9.34K ﹤0.01%
320
– –
NAD icon
2291
Nuveen Quality Municipal Income Fund
NAD
$2.73B
$9.33K ﹤0.01%
796
-7,251
-90% -$87.3K
GME icon
2292
GameStop
GME
$9.82B
$9.29K ﹤0.01%
282
-580
-67% -$14.9K
AMED
2293
DELISTED
Amedisys
AMED
$9.22K ﹤0.01%
100
– –
TKO icon
2294
TKO Group
TKO
$13.8B
$9.11K ﹤0.01%
64
+44
+220% +$5.75K
VNM icon
2295
VanEck Vietnam ETF
VNM
$502M
$9.1K ﹤0.01%
800
– –
UCO icon
2296
ProShares Ultra Bloomberg Crude Oil
UCO
$416M
$9.08K ﹤0.01%
319
– –
ESAB icon
2297
ESAB
ESAB
$5.32B
$9.06K ﹤0.01%
+77
New +$9.3K
TDW icon
2298
Tidewater
TDW
$3.65B
$8.99K ﹤0.01%
161
+10
+7% +$569
KGC icon
2299
Kinross Gold
KGC
$28.2B
$8.97K ﹤0.01%
864
– –
NWS icon
2300
News Corp Class B
NWS
$17.2B
$8.94K ﹤0.01%
294
-318
-52% -$9.59K
90 91
92
93 94

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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
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.