Cibc Private Wealth Group, LLC Portfolio Holdings

Cibc Private Wealth Group, LLC

  • $50.1 Billion
  • Q1 2024

Cibc Private Wealth Group, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $50.1 Billion distributed in 3394 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.86B, Amazon Com Inc with a value of $2.03B, Apple Inc. with a value of $1.74B, Old Dominion Freight Line, Inc. with a value of $1.62B, and Nvidia Corp with a value of $1.19B.

Examining the 13F form we can see an increase of $3.54B in the current position value, from $46.6B to 50.1B.

Below you can find more details about Cibc Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $50.1 Billion
Technology: $12.2 Billion
Healthcare: $6.52 Billion
Financial Services: $6.1 Billion
Industrials: $5.57 Billion
Consumer Cyclical: $4.91 Billion
ETFs: $4.71 Billion
Communication Services: $3.26 Billion
Energy: $2.59 Billion
Other: $4.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$2.86 Billion 5.7% of portfolio
6,787,457
Q1 2024 Reduced 3.09%
$1.9T
$2.03 Billion 4.05% of portfolio
11,258,747
Q1 2024 Reduced 1.04%
$3.36T
$1.74 Billion 3.48% of portfolio
10,161,364
Q1 2024 Reduced 5.63%
$19.5B
$1.62 Billion 3.22% of portfolio
7,364,077
Q1 2024 Added 250.35%
$314B
$1.19 Billion 2.37% of portfolio
1,311,591
Q1 2024 Added 15.93%
$1.1T
$1.15 Billion 2.3% of portfolio
7,645,686
Q1 2024 Reduced 2.57%
$447B
$919 Million 1.83% of portfolio
3,291,411
Q1 2024 Reduced 9.84%
$453B
$758 Million 1.51% of portfolio
1,531,462
Q1 2024 Added 5.92%
$1.13T
$712 Million 1.42% of portfolio
4,676,806
Q1 2024 Reduced 2.99%
$88.2B
$713 Million 1.42% of portfolio
5,426,947
Q1 2024 Reduced 2.29%
$346B
$655 Million 1.31% of portfolio
1,706,582
Q1 2024 Reduced 12.81%
$247B
$630 Million 1.26% of portfolio
9,294,783
Q1 2024 Reduced 10.84%
$581B
$631 Million 1.26% of portfolio
3,152,147
Q1 2024 Reduced 1.97%
$860B
$586 Million 1.17% of portfolio
753,121
Q1 2024 Added 0.25%
$185B
$568 Million 1.13% of portfolio
2,276,025
Q1 2024 Reduced 1.97%
$185B
$554 Million 1.11% of portfolio
4,875,225
Q1 2024 Reduced 1.75%
$33.4B
$522 Million 1.04% of portfolio
850,814
Q1 2024 Reduced 1.44%
$146B
$509 Million 1.02% of portfolio
1,196,492
Q1 2024 Reduced 13.54%
$242B
$503 Million 1.0% of portfolio
1,671,410
Q1 2024 Reduced 2.22%
$59.7B
$476 Million 0.95% of portfolio
848,478
Q1 2024 Reduced 16.0%
$144B
$456 Million 0.91% of portfolio
2,220,624
Q1 2024 Reduced 2.3%
$195B
$438 Million 0.88% of portfolio
8,783,909
Q1 2024 Reduced 0.19%
$231B
$424 Million 0.85% of portfolio
2,424,189
Q1 2024 Reduced 1.45%
$1.15T
$421 Million 0.84% of portfolio
866,211
Q1 2024 Added 91.38%
$0
$410 Million 0.82% of portfolio
1,563,461
Q1 2024 Reduced 2.59%
$138B
$410 Million 0.82% of portfolio
1,665,748
Q1 2024 Reduced 2.79%
$69.8B
$396 Million 0.79% of portfolio
1,841,121
Q1 2024 Reduced 1.69%
$218B
$369 Million 0.74% of portfolio
635,059
Q1 2024 Reduced 1.22%
$227B
$361 Million 0.72% of portfolio
2,134,340
Q1 2024 Reduced 2.31%
$221B
$358 Million 0.71% of portfolio
2,193,364
Q1 2024 Reduced 3.04%
$47.8B
$354 Million 0.71% of portfolio
2,439,200
Q1 2024 Added 22.55%
$89.7B
$346 Million 0.69% of portfolio
1,752,744
Q1 2024 Added 6.24%
$76.7B
$347 Million 0.69% of portfolio
2,525,807
Q1 2024 Reduced 2.42%
$435B
$347 Million 0.69% of portfolio
720,228
Q1 2024 Reduced 3.34%
$245B
$341 Million 0.68% of portfolio
674,968
Q1 2024 Reduced 3.55%
$186B
$343 Million 0.68% of portfolio
2,801,147
Q1 2024 Reduced 0.54%
$12.1B
$338 Million 0.67% of portfolio
1,942,916
Q1 2024 Added 0.0%
$189B
$327 Million 0.65% of portfolio
1,160,787
Q1 2024 Added 46.63%
$149B
$324 Million 0.65% of portfolio
3,319,319
Q1 2024 Reduced 3.27%
$0
$322 Million 0.64% of portfolio
670,492
Q1 2024 Reduced 0.71%
$39.9B
$318 Million 0.63% of portfolio
3,202,777
Q1 2024 Reduced 2.59%
$118B
$310 Million 0.62% of portfolio
1,566,648
Q1 2024 Reduced 2.49%
$0
$305 Million 0.61% of portfolio
1,222,632
Q1 2024 Added 4.2%
$0
$301 Million 0.6% of portfolio
12,486,681
Q1 2024 Added 6.51%
$0
$302 Million 0.6% of portfolio
1,321,145
Q1 2024 Added 13.29%
$128B
$298 Million 0.59% of portfolio
2,937,287
Q1 2024 Reduced 4.27%
$310B
$285 Million 0.57% of portfolio
1,808,770
Q1 2024 Reduced 1.36%
$63.4B
$284 Million 0.57% of portfolio
9,749,422
Q1 2024 Reduced 5.98%
$146B
$281 Million 0.56% of portfolio
2,209,656
Q1 2024 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 3,394
  • Current Value $50.1 Billion
  • Prior Value $46.6 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1,948 stocks
  • Additional Purchases 452 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 554 stocks
Track This Portfolio

Track Cibc Private Wealth Group, LLC Portfolio

Follow Cibc Private Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email