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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.49B
$353,000 0.0% of portfolio
17,563
Q4 2023 Added 16.6%
$1.75B
$30,000 0.0% of portfolio
2,042
Q2 2024 Added 97.1%
$413M
$18,000 0.0% of portfolio
6,664
Q3 2024 Reduced 13.05%
$1.41B
$30,000 0.0% of portfolio
2,911
Q3 2024 Reduced 14.88%
$1.04B
$115,000 0.0% of portfolio
16,650
Q3 2024 Added 71.88%
$516M
$2,000 0.0% of portfolio
65
Q1 2024 New
$356M
$23,000 0.0% of portfolio
1,499
Q3 2024 Reduced 39.73%
$444M
$0 0.0% of portfolio
26
Q1 2024 New
$1.23B
$49,000 0.0% of portfolio
5,800
Q3 2024 Added 20.83%
$514M
$0 0.0% of portfolio
42
Q2 2024 Reduced 45.45%

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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