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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
CNMD icon
2301
CONMED
CNMD
$1.3B
$8.94K ﹤0.01%
130
– –
GH icon
2302
Guardant Health
GH
$19.1B
$8.93K ﹤0.01%
244
– –
MLCO icon
2303
Melco Resorts & Entertainment
MLCO
$2.21B
$8.88K ﹤0.01%
1,589
+550
+53% +$3.71K
UMC icon
2304
United Microelectronic
UMC
$42.9B
$8.78K ﹤0.01%
1,372
– –
NEON icon
2305
Neonode
NEON
$12.6M
$8.78K ﹤0.01%
1,000
– –
PLOW icon
2306
Douglas Dynamics
PLOW
$992M
$8.78K ﹤0.01%
365
-240
-40% -$6.08K
ESGE icon
2307
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$8.77K ﹤0.01%
262
-883
-77% -$31.2K
REGL icon
2308
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.77B
$8.77K ﹤0.01%
+110
New +$9.17K
IEZ icon
2309
iShares US Oil Equipment & Services ETF
IEZ
$346M
$8.67K ﹤0.01%
424
– –
FREL icon
2310
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$8.65K ﹤0.01%
+325
New +$9.3K
GCT icon
2311
GigaCloud Technology
GCT
$1.55B
$8.62K ﹤0.01%
440
+200
+83% +$4.63K
AGX icon
2312
Argan
AGX
$6.9B
$8.56K ﹤0.01%
+55
New +$7.56K
AZTA icon
2313
Azenta
AZTA
$1.3B
$8.56K ﹤0.01%
165
+30
+22% +$1.37K
SIMO icon
2314
Silicon Motion
SIMO
$7.11B
$8.55K ﹤0.01%
155
-14
-8% -$784
AMN icon
2315
AMN Healthcare
AMN
$1.35B
$8.54K ﹤0.01%
322
-65
-17% -$2.06K
DB icon
2316
Deutsche Bank
DB
$66.6B
$8.51K ﹤0.01%
491
+120
+32% +$2.06K
REE
2317
DELISTED
REE Automotive
REE
$8.5K ﹤0.01%
1,000
– –
TCHP icon
2318
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.03B
$8.48K ﹤0.01%
+200
New +$8.31K
HLMN icon
2319
Hillman Solutions
HLMN
$1.57B
$8.41K ﹤0.01%
887
-280
-24% -$2.99K
OIH icon
2320
VanEck Oil Services ETF
OIH
$1.97B
$8.39K ﹤0.01%
30
-60
-67% -$17.2K
CXW icon
2321
CoreCivic
CXW
$2.94B
$8.36K ﹤0.01%
364
– –
TMV icon
2322
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$182M
$8.33K ﹤0.01%
200
– –
GFS icon
2323
GlobalFoundries
GFS
$25.8B
$8.32K ﹤0.01%
200
– –
MHD icon
2324
BlackRock MuniHoldings Fund
MHD
$602M
$8.32K ﹤0.01%
700
– –
TEF
2325
DELISTED
Telefonica
TEF
$8.31K ﹤0.01%
2,078
+73
+4% +$329
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 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.