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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$2.9B 5.26%
6,834,135
-30,280
-0.4% -$12.9M
AAPL icon
2
Apple
AAPL
$4.72T
$2.68B 4.86%
11,038,856
-346,510
-3% -$81.7M
AMZN icon
3
Amazon
AMZN
$2.51T
$2.38B 4.31%
10,695,476
-337,815
-3% -$69.1M
NVDA icon
4
NVIDIA
NVDA
$5.06T
$1.89B 3.42%
13,470,218
-565,161
-4% -$77.9M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.89T
$1.58B 2.86%
8,130,382
+390,206
+5% +$68.3M
ODFL icon
6
Old Dominion Freight Line
ODFL
$48B
$1.56B 2.83%
8,686,237
-119,392
-1% -$24.3M
V icon
7
Visa
V
$669B
$988M 1.79%
3,159,796
-75,577
-2% -$22.7M
BX icon
8
Blackstone
BX
$99.6B
$842M 1.53%
4,837,549
-143,912
-3% -$25.1M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.89T
$835M 1.51%
4,271,333
-170,479
-4% -$30.1M
JPM icon
10
JPMorgan Chase
JPM
$930B
$788M 1.43%
3,242,788
-69,766
-2% -$16.2M
UNH icon
11
UnitedHealth
UNH
$385B
$755M 1.37%
1,438,738
-43,985
-3% -$25M
FTAI icon
12
FTAI Aviation
FTAI
$22.2B
$629M 1.14%
3,724,591
-76,072
-2% -$11.2M
CRM icon
13
Salesforce
CRM
$129B
$610M 1.11%
1,865,635
-67,751
-4% -$21.6M
META icon
14
Meta Platforms (Facebook)
META
$1.54T
$605M 1.1%
989,825
+8,767
+0.9% +$5.15M
AZN icon
15
AstraZeneca
AZN
$261B
$540M 0.98%
4,052,998
-492,181
-11% -$68.9M
ABT icon
16
Abbott
ABT
$175B
$533M 0.97%
4,667,557
-119,519
-2% -$13.8M
CSCO icon
17
Cisco
CSCO
$444B
$500M 0.91%
8,452,485
-266,075
-3% -$15.2M
LLY icon
18
Eli Lilly
LLY
$1.06T
$495M 0.9%
628,733
-114
-0% -$94.4K
HD icon
19
Home Depot
HD
$324B
$473M 0.86%
1,222,842
-310,246
-20% -$127M
NEE icon
20
NextEra Energy
NEE
$187B
$468M 0.85%
6,626,486
+459,596
+7% +$35.7M
SPGI icon
21
S&P Global
SPGI
$124B
$459M 0.83%
925,446
-22,356
-2% -$11.3M
ATMP icon
22
iPath Select MLP ETN
ATMP
$648M
$445M 0.81%
15,099,522
+134,580
+0.9% +$3.76M
XOM icon
23
ExxonMobil
XOM
$650B
$441M 0.8%
4,122,822
-93,621
-2% -$11M
QCOM icon
24
Qualcomm
QCOM
$180B
$431M 0.78%
2,709,569
-52,722
-2% -$8.63M
FISV
25
Fiserv Inc
FISV
$26.6B
$426M 0.77%
2,075,563
-55,403
-3% -$11.3M
1
2 3 4 5

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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.