Latest CIBC Private Wealth Group, LLC Stock Portfolio

CIBC Private Wealth Group, LLC Performance:

2024 Q4: 0.75%YTD: 8.91%2023: 29.01%

Performance for 2024 Q4 is 0.75%, and YTD is 8.91%, and 2023 is 29.01%.

About CIBC Private Wealth Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, CIBC Private Wealth Group LLC reported an equity portfolio of $55.2 Billions as of 31 Dec, 2024.

The top stock holdings of CIBC Private Wealth Group LLC are MSFT, AAPL, AMZN. The fund has invested 5.3% of it's portfolio in MICROSOFT CORP and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off DOLPHIN OFFSHORE PARTNERS LP (REPX), BLACKROCK FUND ADVISORS (ACWF) and BLACKROCK INC (BLK) stocks. They significantly reduced their stock positions in BROOKFIELD RENEWABLE CORP, BLACKROCK FUND ADVISORS (AAXJ) and HALOZYME THERAPEUTICS INC (HALO). CIBC Private Wealth Group LLC opened new stock positions in QUANTUM COMPUTING INC (QUBT), CERTARA INC (CERT) and KIMBELL ROYALTY PARTNERS LP (KRP). The fund showed a lot of confidence in some stocks as they added substantially to SEA LTD (SE), WHEELS UP EXPERIENCE INC (UP) and ORION OFFICE REIT INC (ONL).

CIBC Private Wealth Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CIBC Private Wealth Group LLC made a return of 0.75% in the last quarter. In trailing 12 months, it's portfolio return was 8.91%.

New Buys

Ticker	$ Bought
quantum computing inc	7,035,560

New stocks bought by CIBC Private Wealth Group, LLC

Additions

Ticker	% Inc.
sunoco lp	32,166
applovin corp	27,065
vertiv holdings co	10,482
globus medical inc	8,104
ryan specialty holdings inc	6,910
blackrock fund advisors	5,249
invesco capital management llc	4,084
curtiss-wright corp	4,036

Additions to existing portfolio by CIBC Private Wealth Group, LLC

Reductions

Ticker	% Reduced
edwards lifesciences corp	-91.06
advanced micro dev	-89.98
united rentals inc	-88.17
aon plc	-81.67
reddit inc	-63.56
asml holding nv	-62.43
alps etfs/usa	-55.77
idexx laboratories inc	-54.77

CIBC Private Wealth Group, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by CIBC Private Wealth Group, LLC

Sector Distribution

CIBC Private Wealth Group LLC has about 24.5% of it's holdings in Technology sector.

Sector	%
Technology	24.5
Others	16.5
Financial Services	11.5
Industrials	10.5
Consumer Cyclical	8.7
Healthcare	8.6
Communication Services	7
Energy	5.3
Consumer Defensive	2.5
Real Estate	2
Utilities	1.5
Basic Materials	1.4

Market Cap. Distribution

CIBC Private Wealth Group LLC has about 81.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	43.6
MEGA-CAP	37.9
UNALLOCATED	16.4
MID-CAP	1.9

Stocks belong to which Index?

About 76% of the stocks held by CIBC Private Wealth Group LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74
Others	24
RUSSELL 2000	2

Top 5 Winners (%)		%
CHK	chesapeake energy corp
STRC	palladyne ai corp
QMCO	quantum corp	987.1 %
QUBT	quantum computing inc	435.6 %
CRNC	cerence inc	396.3 %

Top 5 Winners ($)		$
AMZN	amazon.com inc	388.4 M
NVDA	nvidia corp	260.3 M
GOOG	alphabet inc	224.6 M
FTAI	ftai aviation ltd	134.5 M
V	visa inc	121.6 M

Top 5 Losers (%)		%
TCS	container store group inc/the	-97.2 %
TSCO	tractor supply co	-81.2 %
SAVE	spirit airlines inc	-78.0 %
NKLA	nikola corp	-73.0 %
EPIX	essa pharma inc	-70.0 %

Top 5 Losers ($)		$
TSCO	tractor supply co	-255.8 M
PANW	palo alto networks inc	-180.9 M
ODFL	old dominion freight line inc	-165.3 M
AMT	american tower corp	-92.1 M
MPWR	monolithic power systems inc	-90.4 M

CIBC Private Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CIBC Private Wealth Group, LLC

CIBC Private Wealth Group LLC has 2946 stocks in it's portfolio. About 29.8% of the portfolio is in top 10 stocks. TSCO proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for CIBC Private Wealth Group LLC last quarter.

Last Reported on: 12 Feb, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.86	11,038,900	2,679,130,000	reduced	-3.04

AAXJ	blackrock fund advisors	0.16	839,892	87,382,400	added	32.77

AAXJ	ishares trust	0.11	841,933	60,375,000	added	7.79

AAXJ	blackrock fund advisors	0.04	420,496	22,076,000	added	5,249

AAXJ	blackrock fund advisors	0.04	208,751	22,023,200	added	92.14

AAXJ	blackrock fund advisors	0.03	159,303	14,523,600	reduced	-1.57

AAXJ	ishares/usa	0.02	106,556	11,305,600	added	0.6

AAXJ	blackrock fund advisors	0.02	206,785	10,688,700	added	3.14

AAXJ	blackrock fund advisors	0.02	182,177	9,340,230	reduced	-6.46

AAXJ	ishares trust	0.01	89,835	7,091,590	reduced	-4.53

AAXJ	blackrock fund advisors	0.01	102,887	5,426,260	added	13.69

AAXJ	blackrock fund advisors	0.01	151,251	4,762,900	reduced	-3.32

ABBV	abbvie inc	0.34	1,054,100	188,157,000	reduced	-2.2

ABC	cencora inc	0.13	308,718	73,422,400	reduced	-2.63

ABNB	airbnb inc	0.01	42,881	5,608,840	reduced	-5.87

ABT	abbott laboratories	0.97	4,667,560	533,268,000	reduced	-2.5

ACEL	accel entertainment inc	0.01	539,256	5,667,580	reduced	-14.35

ACES	alps etfs/usa	0.07	1,391,600	37,754,200	reduced	-55.77

ACN	accenture plc	0.15	230,075	82,304,700	reduced	-1.4

ACVA	acv auctions inc	0.01	177,199	3,745,990	added	11.03