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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
AOA icon
2351
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.13B
$7.68K ﹤0.01%
100
– –
VIGI icon
2352
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
$7.67K ﹤0.01%
95
-1,305
-93% -$110K
EOLS icon
2353
Evolus
EOLS
$397M
$7.66K ﹤0.01%
750
– –
PALL icon
2354
abrdn Physical Palladium Shares ETF
PALL
$609M
$7.66K ﹤0.01%
450
-550
-55% -$10.2K
GAB icon
2355
Gabelli Equity Trust
GAB
$1.73B
$7.58K ﹤0.01%
1,409
+37
+3% +$205
EVER icon
2356
EverQuote
EVER
$949M
$7.57K ﹤0.01%
400
– –
FUTY icon
2357
Fidelity MSCI Utilities Index ETF
FUTY
$2.34B
$7.49K ﹤0.01%
+153
New +$7.8K
IYR icon
2358
iShares US Real Estate ETF
IYR
$4.75B
$7.48K ﹤0.01%
82
+5
+6% +$493
EPHE icon
2359
iShares MSCI Philippines ETF
EPHE
$132M
$7.46K ﹤0.01%
300
– –
IX icon
2360
ORIX
IX
$42.7B
$7.45K ﹤0.01%
360
-360
-50% -$7.89K
STRA icon
2361
Strategic Education
STRA
$1.98B
$7.44K ﹤0.01%
+80
New +$7.47K
IIPR icon
2362
Innovative Industrial Properties
IIPR
$1.77B
$7.43K ﹤0.01%
114
-59
-34% -$6.64K
LMND icon
2363
Lemonade
LMND
$3.66B
$7.37K ﹤0.01%
214
+111
+108% +$3.54K
VERV
2364
DELISTED
Verve Therapeutics
VERV
$7.35K ﹤0.01%
1,223
– –
JILL icon
2365
J. Jill
JILL
$274M
$7.32K ﹤0.01%
270
– –
AVA icon
2366
Avista
AVA
$3.43B
$7.31K ﹤0.01%
200
– –
GPGI
2367
GPGI Inc
GPGI
$3.87B
$7.18K ﹤0.01%
590
– –
NHI icon
2368
National Health Investors
NHI
$3.79B
$7.18K ﹤0.01%
106
-268
-72% -$20.4K
MOH icon
2369
Molina Healthcare
MOH
$10.4B
$7.18K ﹤0.01%
24
-13
-35% -$4.01K
PDM
2370
Piedmont Realty Trust
PDM
$1.24B
$7.14K ﹤0.01%
809
– –
TPG icon
2371
TPG
TPG
$6.76B
$7.14K ﹤0.01%
110
– –
ARKB icon
2372
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$7.13K ﹤0.01%
228
-450
-66% -$12.4K
UHAL icon
2373
U-Haul Holding Co
UHAL
$14B
$7.11K ﹤0.01%
104
+100
+2,500% +$7.25K
NXTS
2374
Nexentis Technologies
NXTS
$2.15M
$7.08K ﹤0.01%
+16
New +$892
VSH icon
2375
Vishay Intertechnology
VSH
$4.6B
$7.05K ﹤0.01%
424
– –
93 94
95
96 97

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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
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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.