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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
FHB icon
2376
First Hawaiian
FHB
$3.41B
$7.04K ﹤0.01%
+281
New +$7.22K
PTEN icon
2377
Patterson-UTI
PTEN
$3.54B
$7.04K ﹤0.01%
836
+138
+20% +$1.11K
FMAT icon
2378
Fidelity MSCI Materials Index ETF
FMAT
$587M
$7.02K ﹤0.01%
+146
New +$7.7K
KRC icon
2379
Kilroy Realty
KRC
$4.59B
$7.01K ﹤0.01%
189
– –
EU
2380
enCore Energy
EU
$206M
$6.98K ﹤0.01%
2,000
– –
MTUS icon
2381
Metallus
MTUS
$833M
$6.97K ﹤0.01%
520
– –
CHT icon
2382
Chunghwa Telecom
CHT
$33.5B
$6.93K ﹤0.01%
185
– –
ARKQ icon
2383
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.81B
$6.89K ﹤0.01%
86
– –
HYLB icon
2384
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$6.85K ﹤0.01%
189
– –
TNDM icon
2385
Tandem Diabetes Care
TNDM
$1.27B
$6.82K ﹤0.01%
182
-80
-31% -$2.71K
FROG icon
2386
JFrog
FROG
$8.88B
$6.82K ﹤0.01%
217
– –
PCT icon
2387
PureCycle Technologies
PCT
$1.19B
$6.81K ﹤0.01%
700
-9,800
-93% -$114K
BRSP
2388
BrightSpire Capital
BRSP
$634M
$6.79K ﹤0.01%
1,200
– –
MASI
2389
DELISTED
Masimo
MASI
$6.75K ﹤0.01%
40
– –
GWAV icon
2390
Greenwave Technology Solutions
GWAV
$2.54M
$6.73K ﹤0.01%
+91
New +$4.85K
ESNT icon
2391
Essent Group
ESNT
$6.28B
$6.66K ﹤0.01%
121
-200
-62% -$11.6K
DRS icon
2392
Leonardo DRS
DRS
$12.4B
$6.66K ﹤0.01%
200
– –
TEX icon
2393
Terex
TEX
$7.37B
$6.65K ﹤0.01%
148
– –
KLG
2394
DELISTED
WK Kellogg Co
KLG
$6.64K ﹤0.01%
407
-19
-4% -$348
MIR icon
2395
Mirion Technologies
MIR
$3.63B
$6.62K ﹤0.01%
400
– –
ARKG icon
2396
ARK Genomic Revolution ETF
ARKG
$1.53B
$6.56K ﹤0.01%
257
– –
STK
2397
Columbia Seligman Premium Technology Growth Fund
STK
$806M
$6.56K ﹤0.01%
200
– –
NXDT
2398
NexPoint Diversified Real Estate Trust
NXDT
$238M
$6.53K ﹤0.01%
1,146
+25
+2% +$147
NGVC icon
2399
Vitamin Cottage Natural Grocers
NGVC
$760M
$6.52K ﹤0.01%
163
+118
+262% +$4.08K
NVST icon
2400
Envista
NVST
$4.62B
$6.5K ﹤0.01%
339
– –
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 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.