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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
+7.1%
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
$55.8B
AUM Growth
+$2.49B
Cap. Flow
+$156M
Cap. Flow %
0.28%
Top 10 Hldgs %
28.07%
Holding
3,356
New
208
Increased
982
Reduced
923
Closed
244

Top Buys

Rank Stock Value
1
ZETA icon
Zeta Global
ZETA
+$126M
2
QCOM icon
Qualcomm
QCOM
+$118M
3
MSFT icon
Microsoft
MSFT
+$66.6M
4
FOUR icon
Shift4
FOUR
+$64.2M
5
STEP icon
StepStone Group
STEP
+$56.6M

Top Sells

Rank Stock Value
1
MLM icon
Martin Marietta Materials
MLM
+$149M
2
ULTA icon
Ulta Beauty
ULTA
+$126M
3
SPGI icon
S&P Global
SPGI
+$121M
4
NEE icon
NextEra Energy
NEE
+$114M
5
LLY icon
Eli Lilly
LLY
+$112M

Sector Composition

Rank Sector Weight
1 Technology 26.72%
2 Financials 12.27%
3 Healthcare 11.84%
4 Industrials 10.38%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MYE icon
2376
Myers Industries
MYE
$1.27B
$11K ﹤0.01%
+795
New +$11.2K
MYGN icon
2377
Myriad Genetics
MYGN
$283M
$11K ﹤0.01%
400
– –
UAA icon
2378
Under Armour
UAA
$2.86B
$10.9K ﹤0.01%
1,227
– –
OM icon
2379
Outset Medical
OM
$84.9M
$10.9K ﹤0.01%
1,075
– –
HUMA icon
2380
Humacyte
HUMA
$176M
$10.9K ﹤0.01%
2,000
– –
SAVE
2381
DELISTED
Spirit Airlines, Inc.
SAVE
$10.9K ﹤0.01%
4,528
– –
TDW icon
2382
Tidewater
TDW
$3.71B
$10.8K ﹤0.01%
151
– –
ROM icon
2383
ProShares Ultra Technology
ROM
$1.1B
$10.7K ﹤0.01%
160
– –
REAL icon
2384
The RealReal
REAL
$1.44B
$10.7K ﹤0.01%
3,392
– –
BSTZ icon
2385
BlackRock Science and Technology Term Trust
BSTZ
$1.94B
$10.6K ﹤0.01%
551
+15
+3% +$286
EMC icon
2386
Global X Emerging Markets Great Consumer ETF
EMC
$55M
$10.6K ﹤0.01%
380
– –
SMDV icon
2387
ProShares Russell 2000 Dividend Growers ETF
SMDV
$695M
$10.5K ﹤0.01%
152
– –
ZG icon
2388
Zillow
ZG
$7.79B
$10.5K ﹤0.01%
170
– –
BKF icon
2389
iShares MSCI BIC ETF
BKF
$77.8M
$10.5K ﹤0.01%
260
– –
TS icon
2390
Tenaris
TS
$28.9B
$10.5K ﹤0.01%
331
+72
+28% +$2.14K
CDXS icon
2391
Codexis
CDXS
$150M
$10.5K ﹤0.01%
3,400
– –
BV icon
2392
BrightView Holdings
BV
$1.22B
$10.4K ﹤0.01%
662
– –
HIPS icon
2393
GraniteShares HIPS US High Income ETF
HIPS
$109M
$10.4K ﹤0.01%
800
– –
IBDT icon
2394
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$10.4K ﹤0.01%
407
+3
+0.7% +$76
AN icon
2395
AutoNation
AN
$6.83B
$10.4K ﹤0.01%
58
– –
SIMO icon
2396
Silicon Motion
SIMO
$8.92B
$10.3K ﹤0.01%
169
+14
+9% +$923
VNM icon
2397
VanEck Vietnam ETF
VNM
$492M
$10.2K ﹤0.01%
800
-700
-47% -$8.6K
RWL icon
2398
Invesco S&P 500 Revenue ETF
RWL
$9.6B
$10.2K ﹤0.01%
104
– –
OPLN
2399
Openlane
OPLN
$4.2B
$10.2K ﹤0.01%
603
– –
TK icon
2400
Teekay
TK
$1.02B
$10.1K ﹤0.01%
1,094
– –
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 Q3 2024 Portfolio in Review

As of Q3 2024, CIBC Private Wealth Group held 3,356 positions worth $55.8B, up 4.7% from $53.3B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

CIBC Private Wealth Group's Q3 2024 filing shows 208 new, 982 increased, 923 reduced and 244 closed positions. Its largest new stake was Zeta Global: 5,365,319 shares worth $160M. The largest sale was Martin Marietta Materials, an estimated $149M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q3 2024 buy was Zeta Global: 5,365,319 shares worth $160M.
  • CIBC Private Wealth Group added most to Qualcomm in Q3 2024, an estimated $118M increase.
  • CIBC Private Wealth Group's biggest Q3 2024 reduction was Martin Marietta Materials, cutting an estimated $149M.
  • CIBC Private Wealth Group fully exited Equitrans Midstream Corporation Common Stock in Q3 2024, selling an estimated $24.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 28% of its $55.8B portfolio in Q3 2024.
  • CIBC Private Wealth Group opened 208 new positions and closed 244 in Q3 2024.
  • CIBC Private Wealth Group's portfolio value rose 4.7% quarter-over-quarter to $55.8B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.