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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
BATT icon
2426
Amplify Lithium & Battery Technology ETF
BATT
$112M
$5.9K ﹤0.01%
660
– –
BANC icon
2427
Banc of California
BANC
$2.87B
$5.87K ﹤0.01%
378
– –
ACHC icon
2428
Acadia Healthcare
ACHC
$2.55B
$5.87K ﹤0.01%
130
-50
-28% -$2.25K
COTY icon
2429
Coty
COTY
$2.4B
$5.86K ﹤0.01%
860
– –
DDS icon
2430
Dillards
DDS
$9.2B
$5.85K ﹤0.01%
13
– –
TEM
2431
Tempus AI
TEM
$7.48B
$5.81K ﹤0.01%
155
+55
+55% +$2.72K
FRA icon
2432
BlackRock Floating Rate Income Strategies Fund
FRA
$380M
$5.78K ﹤0.01%
430
– –
SONO icon
2433
Sonos
SONO
$2.09B
$5.75K ﹤0.01%
390
– –
KB icon
2434
KB Financial Group
KB
$39.5B
$5.71K ﹤0.01%
98
-1
-1% -$65
WOR icon
2435
Worthington Enterprises
WOR
$2.74B
$5.7K ﹤0.01%
144
– –
IPAR icon
2436
Interparfums
IPAR
$4.07B
$5.66K ﹤0.01%
43
– –
TLK icon
2437
Telkom Indonesia
TLK
$14.2B
$5.66K ﹤0.01%
347
-104
-23% -$1.82K
HAFC icon
2438
Hanmi Financial
HAFC
$935M
$5.66K ﹤0.01%
253
– –
URGN icon
2439
UroGen Pharma
URGN
$1.97B
$5.62K ﹤0.01%
509
– –
GENI icon
2440
Genius Sports
GENI
$1.95B
$5.61K ﹤0.01%
630
-74
-11% -$618
IVLU icon
2441
iShares MSCI Intl Value Factor ETF
IVLU
$4.32B
$5.59K ﹤0.01%
206
– –
ZTO icon
2442
ZTO Express
ZTO
$18.2B
$5.58K ﹤0.01%
295
-89
-23% -$1.95K
HTH icon
2443
Hilltop Holdings
HTH
$2.26B
$5.57K ﹤0.01%
+200
New +$6.25K
UNFI icon
2444
United Natural Foods
UNFI
$3.04B
$5.57K ﹤0.01%
+193
New +$4.45K
DY icon
2445
Dycom Industries
DY
$11.2B
$5.55K ﹤0.01%
31
-73
-70% -$13.5K
IWTR
2446
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
$5.5K ﹤0.01%
188
– –
BMEZ icon
2447
BlackRock Health Sciences Trust II
BMEZ
$966M
$5.45K ﹤0.01%
351
+12
+4% +$186
PLBY icon
2448
Playboy Inc
PLBY
$136M
$5.44K ﹤0.01%
4,000
-1,100
-22% -$1.27K
NEU icon
2449
NewMarket
NEU
$7.24B
$5.39K ﹤0.01%
11
– –
SLP icon
2450
Simulations Plus
SLP
$371M
$5.36K ﹤0.01%
190
-5
-3% -$152
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 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.