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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
COLL icon
2326
Collegium Pharmaceutical
COLL
$1.18B
$8.3K ﹤0.01%
249
– –
SUM
2327
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
$8.27K ﹤0.01%
159
+125
+368% +$5.84K
VAW icon
2328
Vanguard Materials ETF
VAW
$3.01B
$8.26K ﹤0.01%
44
– –
PCF
2329
High Income Securities Fund
PCF
$98.8M
$8.23K ﹤0.01%
1,263
-11,137
-90% -$74.8K
BBUC
2330
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.59B
$8.19K ﹤0.01%
340
– –
TXRH icon
2331
Texas Roadhouse
TXRH
$13.7B
$8.19K ﹤0.01%
45
-172
-79% -$32.4K
HMC icon
2332
Honda
HMC
$39.8B
$8.17K ﹤0.01%
272
+68
+33% +$1.92K
LYFT icon
2333
Lyft
LYFT
$5.86B
$8.15K ﹤0.01%
610
– –
ASB icon
2334
Associated Banc-Corp
ASB
$5.8B
$8.06K ﹤0.01%
337
– –
IVR icon
2335
Invesco Mortgage Capital
IVR
$759M
$8.06K ﹤0.01%
1,000
– –
CRBN icon
2336
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.12B
$7.97K ﹤0.01%
41
– –
TRNS icon
2337
Transcat
TRNS
$760M
$7.95K ﹤0.01%
75
– –
STEM icon
2338
Stem
STEM
$44.3M
$7.94K ﹤0.01%
476
-50
-10% -$430
ALK icon
2339
Alaska Air
ALK
$5.11B
$7.89K ﹤0.01%
119
+31
+35% +$1.63K
AXTA icon
2340
Axalta
AXTA
$7.45B
$7.89K ﹤0.01%
230
+192
+505% +$7.23K
IREN icon
2341
Iris Energy
IREN
$10.5B
$7.88K ﹤0.01%
750
– –
CAKE icon
2342
Cheesecake Factory
CAKE
$5.03B
$7.86K ﹤0.01%
+158
New +$7.27K
HLIO icon
2343
Helios Technologies
HLIO
$2.47B
$7.84K ﹤0.01%
170
– –
URTH icon
2344
iShares MSCI World ETF
URTH
$7.83B
$7.82K ﹤0.01%
50
– –
NKX icon
2345
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$649M
$7.81K ﹤0.01%
615
-208
-25% -$2.73K
REMX icon
2346
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.91B
$7.76K ﹤0.01%
190
-1,900
-91% -$86.7K
SES icon
2347
SES AI
SES
$187M
$7.75K ﹤0.01%
+5,000
New +$2.85K
ENS icon
2348
EnerSys
ENS
$6.43B
$7.75K ﹤0.01%
84
– –
FTDR icon
2349
Frontdoor
FTDR
$5.27B
$7.71K ﹤0.01%
136
-267
-66% -$14.5K
JBLU icon
2350
JetBlue
JBLU
$2.16B
$7.7K ﹤0.01%
1,000
– –
92 93
94
95 96

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Comerica Bank
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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 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.