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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
OPY icon
2451
Oppenheimer Holdings
OPY
$1.18B
$5.35K ﹤0.01%
84
– –
JOE icon
2452
St. Joe Company
JOE
$3.55B
$5.33K ﹤0.01%
121
-800
-87% -$41.4K
VCTR icon
2453
Victory Capital Holdings
VCTR
$6.09B
$5.32K ﹤0.01%
84
-441
-84% -$27.9K
CBZ icon
2454
CBIZ
CBZ
$2.98B
$5.3K ﹤0.01%
64
– –
TERN
2455
DELISTED
Terns Pharmaceuticals
TERN
$5.25K ﹤0.01%
1,000
-1,000
-50% -$6.77K
EIG icon
2456
Employers Holdings
EIG
$907M
$5.22K ﹤0.01%
107
– –
CFLT
2457
DELISTED
Confluent
CFLT
$5.22K ﹤0.01%
182
-70
-28% -$1.88K
COM icon
2458
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
$5.21K ﹤0.01%
183
+4
+2% +$115
BC icon
2459
Brunswick
BC
$5.23B
$5.21K ﹤0.01%
80
-28
-26% -$2.2K
CCRN
2460
DELISTED
Cross Country Healthcare
CCRN
$5.2K ﹤0.01%
285
-253
-47% -$3.41K
EMBJ
2461
Embraer S.A. ADS
EMBJ
$12B
$5.19K ﹤0.01%
138
– –
SCYB icon
2462
Schwab High Yield Bond ETF
SCYB
$2.72B
$5.19K ﹤0.01%
+198
New +$5.23K
ARKF icon
2463
ARK Blockchain & Fintech Innovation ETF
ARKF
$731M
$5.17K ﹤0.01%
136
– –
LASE icon
2464
Laser Photonics
LASE
$48.5M
$5.17K ﹤0.01%
+1,000
New +$6.19K
SITM icon
2465
SiTime
SITM
$13.8B
$5.13K ﹤0.01%
22
+14
+175% +$2.85K
JFR icon
2466
Nuveen Floating Rate Income Fund
JFR
$1.23B
$5.13K ﹤0.01%
568
– –
SLI
2467
Standard Lithium
SLI
$475M
$5.1K ﹤0.01%
+3,000
New +$5.51K
THQ
2468
abrdn Healthcare Opportunities Fund
THQ
$784M
$5.08K ﹤0.01%
265
-467
-64% -$9.65K
CYPH
2469
Cypherpunk Technologies Inc
CYPH
$64M
$5.08K ﹤0.01%
1,500
– –
SCD
2470
LMP Capital and Income Fund
SCD
$351M
$5.03K ﹤0.01%
+300
New +$5.18K
FOXF icon
2471
Fox Factory Holding Corp
FOXF
$794M
$4.99K ﹤0.01%
173
-100
-37% -$3.45K
HPP
2472
Hudson Pacific Properties
HPP
$758M
$4.94K ﹤0.01%
+260
New +$7.11K
PMT
2473
PennyMac Mortgage Investment
PMT
$845M
$4.94K ﹤0.01%
398
-4
-1% -$54
NNOX icon
2474
Nano X Imaging
NNOX
$61.1M
$4.93K ﹤0.01%
562
– –
ROG icon
2475
Rogers Corp
ROG
$2.09B
$4.92K ﹤0.01%
+50
New +$5.21K
97 98
99
100 101

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
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.