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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
EUO icon
2301
ProShares UltraShort Euro
EUO
$34.7M
$9.37K ﹤0.01%
+300
New +$9.11K
ARMK icon
2302
Aramark
ARMK
$15B
$9.33K ﹤0.01%
+289
New +$8.71K
PPLT
2303
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
$9.28K ﹤0.01%
+1,120
New +$9.37K
XP icon
2304
XP
XP
$8.81B
$9.28K ﹤0.01%
+368
New +$9.23K
INFN
2305
DELISTED
Infinera Corporation Common Stock
INFN
$9.26K ﹤0.01%
+1,425
New +$7.15K
AMED
2306
DELISTED
Amedisys
AMED
$9.24K ﹤0.01%
+100
New +$9.37K
HYLB icon
2307
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
$9.23K ﹤0.01%
+261
New +$9.26K
ACHR icon
2308
Archer Aviation
ACHR
$3.54B
$9.22K ﹤0.01%
+2,049
New +$10.3K
SMIN icon
2309
iShares MSCI India Small-Cap ETF
SMIN
$756M
$9.16K ﹤0.01%
+128
New +$9.16K
MNSO icon
2310
MINISO
MNSO
$3.88B
$9.14K ﹤0.01%
+432
New +$8.27K
ARGX icon
2311
argenx
ARGX
$53.4B
$9.14K ﹤0.01%
+23
New +$8.91K
IPAR icon
2312
Interparfums
IPAR
$3.99B
$9.13K ﹤0.01%
+66
New +$9.35K
IONQ icon
2313
IonQ
IONQ
$13.6B
$9.12K ﹤0.01%
+913
New +$9.75K
PNTG icon
2314
Pennant Group
PNTG
$1.4B
$9.09K ﹤0.01%
+452
New +$7.61K
GME icon
2315
GameStop
GME
$9.75B
$9.09K ﹤0.01%
+758
New +$11K
EAD
2316
Allspring Income Opportunities Fund
EAD
$372M
$9.08K ﹤0.01%
+1,372
New +$9.1K
IRBT
2317
DELISTED
iRobot
IRBT
$9.06K ﹤0.01%
+1,070
New +$17.3K
EOSE icon
2318
Eos Energy Enterprises
EOSE
$1.22B
$9.05K ﹤0.01%
+9,100
New +$9.25K
NAD icon
2319
Nuveen Quality Municipal Income Fund
NAD
$2.74B
$9.01K ﹤0.01%
+795
New +$8.98K
EU
2320
enCore Energy
EU
$212M
$9K ﹤0.01%
+2,000
New +$8.47K
UAA icon
2321
Under Armour
UAA
$2.84B
$8.97K ﹤0.01%
+1,227
New +$9.76K
VAW icon
2322
Vanguard Materials ETF
VAW
$2.95B
$8.97K ﹤0.01%
+44
New +$8.35K
DFH icon
2323
Dream Finders Homes
DFH
$1.17B
$8.92K ﹤0.01%
+208
New +$7.32K
BKF icon
2324
iShares MSCI BIC ETF
BKF
$78.1M
$8.91K ﹤0.01%
+259
New +$8.66K
EPS icon
2325
WisdomTree US LargeCap Fund
EPS
$1.59B
$8.86K ﹤0.01%
+160
New +$8.39K
91 92
93
94 95

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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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.