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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
KSA icon
2351
iShares MSCI Saudi Arabia ETF
KSA
$623M
$8.25K ﹤0.01%
+190
New +$8.29K
TK icon
2352
Teekay
TK
$1.01B
$8.21K ﹤0.01%
+1,094
New +$8.57K
PTEN icon
2353
Patterson-UTI
PTEN
$3.98B
$8.2K ﹤0.01%
+698
New +$7.75K
ATRI
2354
DELISTED
Atrion Corp
ATRI
$8.18K ﹤0.01%
+20
New +$7.5K
PNNT
2355
Pennant Park Investment Corp
PNNT
$215M
$8.14K ﹤0.01%
+1,200
New +$8.24K
ZEUS
2356
DELISTED
Olympic Steel
ZEUS
$8.11K ﹤0.01%
+115
New +$7.68K
OPLN
2357
Openlane
OPLN
$4.21B
$8.1K ﹤0.01%
+472
New +$7.09K
QTWO icon
2358
Q2 Holdings
QTWO
$3.8B
$8.09K ﹤0.01%
+160
New +$7.23K
BBUC
2359
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.12B
$8.05K ﹤0.01%
+340
New +$7.87K
CWAN
2360
DELISTED
Clearwater Analytics
CWAN
$8.02K ﹤0.01%
+465
New +$8.64K
AMBA icon
2361
Ambarella
AMBA
$3.77B
$8.01K ﹤0.01%
+160
New +$8.73K
JCTC
2362
Jewett-Cameron Trading
JCTC
$9.33M
$8.01K ﹤0.01%
+1,500
New +$8.17K
INCY icon
2363
Incyte
INCY
$24.2B
$7.99K ﹤0.01%
+141
New +$8.46K
BV icon
2364
BrightView Holdings
BV
$1.22B
$7.98K ﹤0.01%
+662
New +$6.03K
TULP
2365
Bloomia Holdings
TULP
$15.6M
$7.97K ﹤0.01%
+1,285
New +$6.46K
PHI icon
2366
PLDT
PHI
$4.25B
$7.96K ﹤0.01%
+325
New +$7.59K
BRSP
2367
BrightSpire Capital
BRSP
$634M
$7.92K ﹤0.01%
+1,200
New +$8.39K
PULS icon
2368
PGIM Ultra Short Bond ETF
PULS
$17.7B
$7.92K ﹤0.01%
+160
New +$7.93K
BOC icon
2369
Boston Omaha
BOC
$428M
$7.9K ﹤0.01%
+515
New +$8.1K
FLGT icon
2370
Fulgent Genetics
FLGT
$470M
$7.86K ﹤0.01%
+360
New +$8.94K
ARTY
2371
iShares Future AI & Tech ETF
ARTY
$3.49B
$7.83K ﹤0.01%
+228
New +$7.67K
ENS icon
2372
EnerSys
ENS
$6.78B
$7.81K ﹤0.01%
+84
New +$7.9K
EVER icon
2373
EverQuote
EVER
$892M
$7.8K ﹤0.01%
+400
New +$5.88K
SLP icon
2374
Simulations Plus
SLP
$369M
$7.77K ﹤0.01%
+195
New +$7.99K
BCSF icon
2375
Bain Capital Specialty
BCSF
$806M
$7.77K ﹤0.01%
+500
New +$7.72K
93 94
95
96 97

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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
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BGIM
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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 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.