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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
RCI icon
2401
Rogers Communications
RCI
$18.8B
$6.48K ﹤0.01%
+212
New +$7.58K
ABSI icon
2402
Absci
ABSI
$1.17B
$6.45K ﹤0.01%
+2,004
New +$7.05K
RVT icon
2403
Royce Value Trust
RVT
$2.19B
$6.45K ﹤0.01%
407
-11,224
-97% -$179K
TDTF icon
2404
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$6.45K ﹤0.01%
277
-662
-71% -$15.6K
MSA icon
2405
Mine Safety
MSA
$6.79B
$6.43K ﹤0.01%
40
-62
-61% -$10.6K
OXSQ icon
2406
Oxford Square Capital
OXSQ
$150M
$6.4K ﹤0.01%
2,500
– –
ARKW icon
2407
ARK Web x.0 ETF
ARKW
$1.6B
$6.39K ﹤0.01%
58
– –
ITGR icon
2408
Integer Holdings
ITGR
$3.39B
$6.39K ﹤0.01%
48
-22
-31% -$2.93K
PRLB icon
2409
Protolabs
PRLB
$1.7B
$6.32K ﹤0.01%
168
-30
-15% -$1.08K
BITO icon
2410
ProShares Bitcoin Strategy ETF
BITO
$1.39B
$6.3K ﹤0.01%
276
-4,775
-95% -$106K
STNG icon
2411
Scorpio Tankers
STNG
$3.91B
$6.23K ﹤0.01%
119
– –
QGRW icon
2412
WisdomTree US Quality Growth Fund
QGRW
$2.61B
$6.21K ﹤0.01%
125
– –
FUTU icon
2413
Futu Holdings
FUTU
$14.3B
$6.19K ﹤0.01%
80
-10
-11% -$936
QRMI icon
2414
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$15.3M
$6.19K ﹤0.01%
+354
New +$6.07K
BBIN icon
2415
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.46B
$6.15K ﹤0.01%
107
+99
+1,238% +$5.9K
GIC icon
2416
Global Industrial
GIC
$1.38B
$6.13K ﹤0.01%
250
– –
ZIMV
2417
DELISTED
ZimVie
ZIMV
$6.13K ﹤0.01%
446
-1,053
-70% -$15.1K
LVTX
2418
DELISTED
LAVA Therapeutics
LVTX
$6.12K ﹤0.01%
6,000
– –
PCTTW
2419
PureCycle Technologies Inc Warrant
PCTTW
$6.12K ﹤0.01%
2,000
– –
TULP
2420
Bloomia Holdings
TULP
$16.1M
$6.03K ﹤0.01%
1,285
– –
PGNY icon
2421
Progyny
PGNY
$2.46B
$6.02K ﹤0.01%
330
– –
JHG
2422
DELISTED
Janus Henderson
JHG
$6.02K ﹤0.01%
142
-428
-75% -$18.1K
GDS icon
2423
GDS Holdings
GDS
$5.93B
$5.97K ﹤0.01%
207
– –
UPST icon
2424
Upstart Holdings
UPST
$2.55B
$5.92K ﹤0.01%
100
-45
-31% -$2.81K
SHOO icon
2425
Steven Madden
SHOO
$3.17B
$5.92K ﹤0.01%
144
– –
95 96
97
98 99

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.