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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
SPTI icon
2426
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.5B
$6.75K ﹤0.01%
+240
New +$6.68K
CHT icon
2427
Chunghwa Telecom
CHT
$33.5B
$6.72K ﹤0.01%
185
– –
HYLB icon
2428
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$6.72K ﹤0.01%
189
-72
-28% -$2.54K
AVA icon
2429
Avista
AVA
$3.46B
$6.71K ﹤0.01%
200
– –
IYR icon
2430
iShares US Real Estate ETF
IYR
$4.76B
$6.7K ﹤0.01%
76
– –
ESNT icon
2431
Essent Group
ESNT
$6.21B
$6.65K ﹤0.01%
121
– –
BOC icon
2432
Boston Omaha
BOC
$435M
$6.6K ﹤0.01%
515
– –
HYZD icon
2433
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$259M
$6.6K ﹤0.01%
300
– –
AUDC icon
2434
AudioCodes
AUDC
$249M
$6.53K ﹤0.01%
587
– –
DRIV icon
2435
Global X Autonomous & Electric Vehicles ETF
DRIV
$370M
$6.52K ﹤0.01%
268
– –
EWC icon
2436
iShares MSCI Canada ETF
EWC
$6.18B
$6.51K ﹤0.01%
+173
New +$6.5K
ENR icon
2437
Energizer
ENR
$1.5B
$6.47K ﹤0.01%
220
– –
DB icon
2438
Deutsche Bank
DB
$67.6B
$6.46K ﹤0.01%
386
+15
+4% +$245
SNBR
2439
DELISTED
Sleep Number
SNBR
$6.39K ﹤0.01%
+701
New +$9.59K
PYCR
2440
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$6.38K ﹤0.01%
490
-120
-20% -$1.79K
AMG icon
2441
Affiliated Managers Group
AMG
$9.78B
$6.35K ﹤0.01%
41
-761
-95% -$121K
WOR icon
2442
Worthington Enterprises
WOR
$2.82B
$6.33K ﹤0.01%
144
– –
FUTU icon
2443
Futu Holdings
FUTU
$14.3B
$6.3K ﹤0.01%
96
-24
-20% -$1.62K
DUOL icon
2444
Duolingo
DUOL
$6.56B
$6.29K ﹤0.01%
32
-24
-43% -$4.91K
HL icon
2445
Hecla Mining
HL
$9.76B
$6.29K ﹤0.01%
+1,206
New +$6.43K
APAM icon
2446
Artisan Partners
APAM
$2.9B
$6.28K ﹤0.01%
160
– –
PKX icon
2447
POSCO
PKX
$15.5B
$6.28K ﹤0.01%
92
+22
+31% +$1.56K
XP icon
2448
XP
XP
$8.68B
$6.28K ﹤0.01%
368
– –
GCT icon
2449
GigaCloud Technology
GCT
$1.5B
$6.27K ﹤0.01%
200
– –
URNM icon
2450
Sprott Uranium Miners ETF
URNM
$1.75B
$6.24K ﹤0.01%
126
+100
+385% +$5.29K
96 97
98
99 100

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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 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.