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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
KRC icon
2426
Kilroy Realty
KRC
$4.52B
$6.64K ﹤0.01%
+189
New +$6.98K
DRIV icon
2427
Global X Autonomous & Electric Vehicles ETF
DRIV
$377M
$6.63K ﹤0.01%
+268
New +$6.35K
BRCC icon
2428
BRC Inc
BRCC
$121M
$6.63K ﹤0.01%
+1,520
New +$6.3K
CHIQ icon
2429
Global X MSCI China Consumer Discretionary ETF
CHIQ
$133M
$6.61K ﹤0.01%
+380
New +$6.25K
PRDO icon
2430
Perdoceo Education
PRDO
$1.99B
$6.61K ﹤0.01%
+373
New +$6.59K
HYZD icon
2431
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$259M
$6.6K ﹤0.01%
+300
New +$6.54K
NXDT
2432
NexPoint Diversified Real Estate Trust
NXDT
$234M
$6.57K ﹤0.01%
+1,061
New +$7.05K
DDD icon
2433
3D Systems Corp
DDD
$431M
$6.45K ﹤0.01%
+1,500
New +$7.38K
ENR icon
2434
Energizer
ENR
$1.44B
$6.39K ﹤0.01%
+220
New +$6.65K
STK
2435
Columbia Seligman Premium Technology Growth Fund
STK
$867M
$6.39K ﹤0.01%
+200
New +$6.43K
TME icon
2436
Tencent Music
TME
$15.5B
$6.34K ﹤0.01%
+570
New +$5.59K
BHM icon
2437
Bluerock Homes Trust
BHM
$35.3M
$6.33K ﹤0.01%
+375
New +$5.49K
SANA icon
2438
Sana Biotechnology
SANA
$871M
$6.33K ﹤0.01%
+625
New +$4.68K
SLCA
2439
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
$6.25K ﹤0.01%
+502
New +$5.62K
CLPT icon
2440
ClearPoint Neuro
CLPT
$448M
$6.24K ﹤0.01%
+927
New +$6.48K
DLO icon
2441
dLocal
DLO
$4.44B
$6.23K ﹤0.01%
+400
New +$6.69K
GDS icon
2442
GDS Holdings
GDS
$6.56B
$6.19K ﹤0.01%
+885
New +$5.99K
DDS icon
2443
Dillards
DDS
$9.19B
$6.18K ﹤0.01%
+13
New +$5.33K
BHIL
2444
DELISTED
Benson Hill, Inc.
BHIL
$6.17K ﹤0.01%
813
– –
GCT icon
2445
GigaCloud Technology
GCT
$1.63B
$6.16K ﹤0.01%
+200
New +$5.68K
FF icon
2446
Future Fuel
FF
$217M
$6.15K ﹤0.01%
+755
New +$4.63K
ICFI icon
2447
ICF International
ICFI
$1.46B
$6.14K ﹤0.01%
+41
New +$5.94K
CHUY
2448
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$6.1K ﹤0.01%
+180
New +$6.15K
SGHT icon
2449
Sight Sciences
SGHT
$286M
$6.1K ﹤0.01%
+1,148
New +$5.4K
ANDE icon
2450
Andersons Inc
ANDE
$2.41B
$6.09K ﹤0.01%
+108
New +$5.81K
96 97
98
99 100

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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 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.