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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
FRT icon
2376
Federal Realty Investment Trust
FRT
$10.7B
$7.76K ﹤0.01%
+77
New +$7.79K
THS
2377
DELISTED
Treehouse Foods
THS
$7.74K ﹤0.01%
+200
New +$7.92K
SEDG icon
2378
SolarEdge
SEDG
$2.51B
$7.74K ﹤0.01%
+109
New +$7.87K
MLCO icon
2379
Melco Resorts & Entertainment
MLCO
$2.22B
$7.73K ﹤0.01%
+1,039
New +$8.34K
FSM icon
2380
Fortuna Silver Mines
FSM
$2.55B
$7.66K ﹤0.01%
+2,000
New +$6.4K
UP icon
2381
Wheels Up
UP
$208M
$7.65K ﹤0.01%
+133
New +$8.75K
LCID icon
2382
Lucid Motors
LCID
$2.88B
$7.61K ﹤0.01%
+266
New +$8.48K
NKLA
2383
DELISTED
Nikola Corporation Common Stock
NKLA
$7.55K ﹤0.01%
+244
New +$5.24K
AUDC icon
2384
AudioCodes
AUDC
$244M
$7.5K ﹤0.01%
+587
New +$7.49K
HLIO icon
2385
Helios Technologies
HLIO
$2.57B
$7.49K ﹤0.01%
+170
New +$7.3K
TNK icon
2386
Teekay Tankers
TNK
$2.75B
$7.42K ﹤0.01%
+122
New +$6.89K
ARKX icon
2387
ARK Space & Defense Innovation ETF
ARKX
$793M
$7.39K ﹤0.01%
+497
New +$7.27K
HLNE icon
2388
Hamilton Lane
HLNE
$4.91B
$7.34K ﹤0.01%
+66
New +$7.45K
SONO icon
2389
Sonos
SONO
$1.73B
$7.33K ﹤0.01%
+390
New +$6.91K
AOA icon
2390
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$7.32K ﹤0.01%
+100
New +$7.06K
BGY icon
2391
BlackRock Enhanced International Dividend Trust
BGY
$524M
$7.31K ﹤0.01%
+1,342
New +$7.18K
DNA icon
2392
Ginkgo Bioworks
DNA
$528M
$7.3K ﹤0.01%
+163
New +$8.44K
JMST icon
2393
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$7.29K ﹤0.01%
+144
New +$7.3K
CHT icon
2394
Chunghwa Telecom
CHT
$33.1B
$7.28K ﹤0.01%
+185
New +$7.1K
APAM icon
2395
Artisan Partners
APAM
$2.79B
$7.28K ﹤0.01%
+160
New +$6.87K
PVH icon
2396
PVH
PVH
$4B
$7.27K ﹤0.01%
+52
New +$6.66K
VRTS icon
2397
Virtus Investment Partners
VRTS
$1.06B
$7.26K ﹤0.01%
+30
New +$7.11K
BJRI icon
2398
BJ's Restaurants
BJRI
$1.42B
$7.25K ﹤0.01%
+200
New +$6.95K
URGN icon
2399
UroGen Pharma
URGN
$1.86B
$7.23K ﹤0.01%
+509
New +$8.32K
URTH icon
2400
iShares MSCI World ETF
URTH
$7.99B
$7.22K ﹤0.01%
+50
New +$6.9K
94 95
96
97 98

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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 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.