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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
+3.6%
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
$53.3B
AUM Growth
+$2.27B
Cap. Flow
+$390M
Cap. Flow %
0.73%
Top 10 Hldgs %
29.87%
Holding
3,343
New
280
Increased
890
Reduced
1,044
Closed
197

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$419M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$273M
3
AAPL icon
Apple
AAPL
+$222M
4
ORLY icon
O'Reilly Automotive
ORLY
+$110M
5
ADBE icon
Adobe
ADBE
+$106M

Top Sells

Rank Stock Value
1
PXD
Pioneer Natural Resource Co.
PXD
+$413M
2
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$172M
3
DHR icon
Danaher
DHR
+$162M
4
ADI icon
Analog Devices
ADI
+$110M
5
TMUS icon
T-Mobile US
TMUS
+$85M

Sector Composition

Rank Sector Weight
1 Technology 28.07%
2 Healthcare 11.84%
3 Financials 11.46%
4 Industrials 9.51%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FROG icon
2376
JFrog
FROG
$9.26B
$7.84K ﹤0.01%
217
-250
-54% -$9.16K
SLP icon
2377
Simulations Plus
SLP
$371M
$7.77K ﹤0.01%
195
– –
SLCA
2378
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$7.75K ﹤0.01%
502
– –
ZTO icon
2379
ZTO Express
ZTO
$18.2B
$7.74K ﹤0.01%
+384
New +$8.39K
ZG icon
2380
Zillow
ZG
$7.74B
$7.7K ﹤0.01%
170
-69
-29% -$2.98K
TLK icon
2381
Telkom Indonesia
TLK
$14.2B
$7.7K ﹤0.01%
412
+20
+5% +$382
GIC icon
2382
Global Industrial
GIC
$1.39B
$7.68K ﹤0.01%
250
– –
CRBN icon
2383
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$7.67K ﹤0.01%
+41
New +$7.33K
BC icon
2384
Brunswick
BC
$5.33B
$7.67K ﹤0.01%
108
– –
KGC icon
2385
Kinross Gold
KGC
$28.1B
$7.64K ﹤0.01%
890
+26
+3% +$188
LCID icon
2386
Lucid Motors
LCID
$3.08B
$7.6K ﹤0.01%
241
-25
-9% -$667
AGO icon
2387
Assured Guaranty
AGO
$3.79B
$7.59K ﹤0.01%
99
– –
ARKX icon
2388
ARK Space & Defense Innovation ETF
ARKX
$792M
$7.57K ﹤0.01%
497
– –
AOA icon
2389
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$7.54K ﹤0.01%
100
– –
SEIC icon
2390
SEI Investments
SEIC
$12.4B
$7.54K ﹤0.01%
116
-157
-58% -$10.6K
TERN
2391
DELISTED
Terns Pharmaceuticals
TERN
$7.53K ﹤0.01%
1,000
+900
+900% +$5.45K
URTH icon
2392
iShares MSCI World ETF
URTH
$7.93B
$7.52K ﹤0.01%
50
– –
SOCL icon
2393
Global X Social Media ETF
SOCL
$91.8M
$7.51K ﹤0.01%
+175
New +$7.34K
THS
2394
DELISTED
Treehouse Foods
THS
$7.49K ﹤0.01%
200
– –
OXSQ icon
2395
Oxford Square Capital
OXSQ
$147M
$7.47K ﹤0.01%
+2,500
New +$7.8K
MLCO icon
2396
Melco Resorts & Entertainment
MLCO
$2.19B
$7.44K ﹤0.01%
1,120
+81
+8% +$612
NML
2397
Neuberger Energy Infrastructure and Income Fund Inc
NML
$569M
$7.41K ﹤0.01%
930
– –
IVLU icon
2398
iShares MSCI Intl Value Factor ETF
IVLU
$4.34B
$7.38K ﹤0.01%
263
+57
+28% +$1.61K
CCRN
2399
DELISTED
Cross Country Healthcare
CCRN
$7.36K ﹤0.01%
538
– –
SGHT icon
2400
Sight Sciences
SGHT
$288M
$7.35K ﹤0.01%
1,148
– –
94 95
96
97 98

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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 Q2 2024 Portfolio in Review

As of Q2 2024, CIBC Private Wealth Group held 3,343 positions worth $53.3B, up 4.4% from $51.1B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

CIBC Private Wealth Group's Q2 2024 filing shows 280 new, 890 increased, 1,044 reduced and 197 closed positions. Its largest new stake was Eagle Capital Select Equity ETF: 412,587 shares worth $11M. The largest sale was Pioneer Natural Resource Co., an estimated $413M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2024 buy was Eagle Capital Select Equity ETF: 412,587 shares worth $11M.
  • CIBC Private Wealth Group added most to ExxonMobil in Q2 2024, an estimated $419M increase.
  • CIBC Private Wealth Group's biggest Q2 2024 reduction was Danaher, cutting an estimated $162M.
  • CIBC Private Wealth Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $413M.
  • CIBC Private Wealth Group's ten largest holdings make up 30% of its $53.3B portfolio in Q2 2024.
  • CIBC Private Wealth Group opened 280 new positions and closed 197 in Q2 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.4% quarter-over-quarter to $53.3B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.