Cibc Private Wealth Group, LLC Portfolio Holdings

Cibc Private Wealth Group, LLC

  • $53.9 Billion
  • Q3 2024

Cibc Private Wealth Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $53.9 Billion distributed in 3522 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.95B, Apple Inc. with a value of $2.65B, Amazon Com Inc with a value of $2.06B, Old Dominion Freight Line, Inc. with a value of $1.75B, and Nvidia Corp with a value of $1.7B.

Examining the 13F form we can see an increase of $2.48B in the current position value, from $51.4B to 53.9B. Also it can be appreciated an additional of 233 stocks purchases and 4 closed positions.

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

Portfolio value $53.9 Billion
Technology: $13.8 Billion
Financial Services: $6.67 Billion
Healthcare: $6.55 Billion
Industrials: $5.9 Billion
ETFs: $5.3 Billion
Consumer Cyclical: $5.12 Billion
Communication Services: $3.49 Billion
Energy: $2.85 Billion
Other: $4.16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.12T
$2.95 Billion 5.48% of portfolio
6,864,415
Q3 2024 Added 2.32%
$3.81T
$2.65 Billion 4.92% of portfolio
11,385,366
Q3 2024 Added 0.31%
$2.23T
$2.06 Billion 3.82% of portfolio
11,033,291
Q3 2024 Reduced 1.0%
$19.7B
$1.75 Billion 3.25% of portfolio
8,805,629
Q3 2024 Reduced 0.07%
$339B
$1.7 Billion 3.16% of portfolio
14,035,379
Q3 2024 Added 1.06%
$1.15T
$1.28 Billion 2.38% of portfolio
7,740,176
Q3 2024 Added 1.47%
$503B
$890 Million 1.65% of portfolio
3,235,373
Q3 2024 Reduced 0.54%
$487B
$867 Million 1.61% of portfolio
1,482,723
Q3 2024 Reduced 0.92%
$117B
$763 Million 1.42% of portfolio
4,981,461
Q3 2024 Reduced 7.32%
$1.18T
$743 Million 1.38% of portfolio
4,441,812
Q3 2024 Reduced 2.33%
$208B
$708 Million 1.32% of portfolio
9,090,358
Q3 2024 Reduced 1.33%
$704B
$698 Million 1.3% of portfolio
3,312,554
Q3 2024 Added 6.3%
$399B
$621 Million 1.15% of portfolio
1,533,088
Q3 2024 Reduced 0.65%
$1.38T
$562 Million 1.04% of portfolio
981,058
Q3 2024 Added 3.47%
$760B
$557 Million 1.03% of portfolio
628,847
Q3 2024 Reduced 16.5%
$197B
$546 Million 1.01% of portfolio
4,787,076
Q3 2024 Reduced 0.32%
$132B
$521 Million 0.97% of portfolio
6,166,890
Q3 2024 Reduced 19.1%
$444B
$494 Million 0.92% of portfolio
4,216,443
Q3 2024 Added 1.7%
$157B
$490 Million 0.91% of portfolio
947,802
Q3 2024 Reduced 20.44%
$189B
$475 Million 0.88% of portfolio
917,416
Q3 2024 Added 2.73%
$176B
$470 Million 0.87% of portfolio
2,762,291
Q3 2024 Added 32.03%
$241B
$464 Million 0.86% of portfolio
8,718,560
Q3 2024 Added 0.4%
$171B
$452 Million 0.84% of portfolio
1,627,602
Q3 2024 Reduced 0.4%
$80.8B
$413 Million 0.77% of portfolio
1,778,005
Q3 2024 Reduced 2.03%
$197B
$403 Million 0.75% of portfolio
2,369,198
Q3 2024 Reduced 0.98%
$79.7B
$398 Million 0.74% of portfolio
2,475,130
Q3 2024 Reduced 1.05%
$169B
$400 Million 0.74% of portfolio
3,298,565
Q3 2024 Added 0.53%
$138B
$399 Million 0.74% of portfolio
1,621,587
Q3 2024 Reduced 1.27%
$82.4B
$394 Million 0.73% of portfolio
1,784,794
Q3 2024 Reduced 1.85%
$0
$389 Million 0.72% of portfolio
14,964,942
Q3 2024 Added 1.62%
$212B
$384 Million 0.71% of portfolio
620,916
Q3 2024 Reduced 0.9%
$0
$380 Million 0.71% of portfolio
720,453
Q3 2024 Added 0.4%
$147B
$373 Million 0.69% of portfolio
1,805,284
Q3 2024 Reduced 1.17%
$139B
$366 Million 0.68% of portfolio
3,111,301
Q3 2024 Reduced 0.93%
$208B
$353 Million 0.66% of portfolio
1,158,576
Q3 2024 Added 0.58%
$53.3B
$355 Million 0.66% of portfolio
638,690
Q3 2024 Reduced 12.53%
$0
$344 Million 0.64% of portfolio
917,226
Q3 2024 Added 10.56%
$12.5B
$343 Million 0.64% of portfolio
1,941,260
Q3 2024 Added 0.01%
$481B
$346 Million 0.64% of portfolio
700,982
Q3 2024 Reduced 3.07%
$0
$346 Million 0.64% of portfolio
1,459,731
Q3 2024 Added 3.79%
$37.8B
$331 Million 0.62% of portfolio
1,399,001
Q3 2024 Reduced 0.42%
$37.8B
$327 Million 0.61% of portfolio
3,148,878
Q3 2024 Reduced 0.32%
$0
$327 Million 0.61% of portfolio
1,238,831
Q3 2024 Reduced 0.54%
$198B
$320 Million 0.59% of portfolio
3,329,782
Q3 2024 Added 19.85%
$27.2B
$310 Million 0.57% of portfolio
9,292,213
Q3 2024 Reduced 1.61%
$30.1B
$291 Million 0.54% of portfolio
1,864,605
Q3 2024 Reduced 1.07%
$263B
$292 Million 0.54% of portfolio
1,415,729
Q3 2024 Reduced 16.05%
$70B
$278 Million 0.52% of portfolio
9,554,808
Q3 2024 Reduced 0.44%
$0
$279 Million 0.52% of portfolio
483,646
Q3 2024 Added 12.28%

Summary

  • Portfolio
  • No. of Stocks 3,522
  • Current Value $53.9 Billion
  • Prior Value $51.4 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 233 stocks
  • Additional Purchases 987 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 907 stocks
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