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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170B
$102 Million 0.19% of portfolio
165,040
Q3 2024 Reduced 0.65%
$52.7B
$101 Million 0.19% of portfolio
413,114
Q3 2024 Reduced 34.08%
$36.8B
$94.9 Million 0.18% of portfolio
441,353
Q3 2024 Reduced 3.02%
$4.6B
$93.2 Million 0.17% of portfolio
2,853,801
Q3 2024 Added 2.0%
$81.6B
$93.7 Million 0.17% of portfolio
345,892
Q3 2024 Reduced 24.46%
$35.1B
$89.9 Million 0.17% of portfolio
177,926
Q3 2024 Reduced 23.46%
$10.1B
$92.3 Million 0.17% of portfolio
198,192
Q3 2024 Added 23.63%
$459B
$90.5 Million 0.17% of portfolio
530,977
Q3 2024 Added 34.37%
$393B
$90 Million 0.17% of portfolio
519,682
Q3 2024 Added 17.53%
$89.6B
$87.6 Million 0.16% of portfolio
507,702
Q3 2024 Added 365.15%
$13.3B
$86 Million 0.16% of portfolio
412,036
Q3 2024 Reduced 2.54%
$15.4B
$87 Million 0.16% of portfolio
563,360
Q3 2024 Added 66.37%
$52.5B
$85.7 Million 0.16% of portfolio
105,791
Q3 2024 Added 15.22%
$266B
$85.8 Million 0.16% of portfolio
1,062,913
Q3 2024 Added 13.06%
$243B
$82.5 Million 0.15% of portfolio
233,330
Q3 2024 Reduced 3.02%
$27.3B
$82 Million 0.15% of portfolio
425,677
Q3 2024 Added 12.05%
$26.8B
$72.7 Million 0.14% of portfolio
613,613
Q3 2024 Reduced 1.6%
$78.3B
$74.3 Million 0.14% of portfolio
158,026
Q3 2024 Added 0.86%
$113B
$73.1 Million 0.14% of portfolio
1,167,887
Q3 2024 Reduced 0.13%
$37.4B
$74.7 Million 0.14% of portfolio
140,555
Q3 2024 Added 15.1%
$16.2B
$75.3 Million 0.14% of portfolio
261,896
Q3 2024 Reduced 27.35%
$6.12B
$75.2 Million 0.14% of portfolio
848,142
Q3 2024 Added 242,226.3%
$1.09T
$76.1 Million 0.14% of portfolio
437,987
Q3 2024 Added 3.38%
$52.7B
$74.6 Million 0.14% of portfolio
680,733
Q3 2024 Added 1.74%
$63.6B
$67.4 Million 0.13% of portfolio
21,392
Q3 2024 Reduced 0.39%
$41.5B
$68.1 Million 0.13% of portfolio
592,229
Q3 2024 Added 0.54%
$219B
$66.8 Million 0.12% of portfolio
134,929
Q3 2024 Added 14.39%
$13.8B
$65.6 Million 0.12% of portfolio
3,774,049
Q3 2024 Added 8.4%
$52.3B
$64.7 Million 0.12% of portfolio
430,088
Q3 2024 Reduced 0.14%
$3.98B
$63.2 Million 0.12% of portfolio
1,111,100
Q3 2024 New
$177B
$67.2 Million 0.12% of portfolio
345,284
Q3 2024 Added 1.12%
$6.03B
$65.2 Million 0.12% of portfolio
224,269
Q3 2024 Reduced 0.42%
$33.4B
$57.4 Million 0.11% of portfolio
208,486
Q3 2024 Added 1.02%
$237B
$58.7 Million 0.11% of portfolio
216,430
Q3 2024 Added 1.53%
$38.4B
$58.7 Million 0.11% of portfolio
317,070
Q3 2024 Reduced 0.06%
$15.1B
$56.9 Million 0.11% of portfolio
505,101
Q3 2024 Reduced 62.08%
$225B
$56.7 Million 0.11% of portfolio
492,656
Q3 2024 Added 0.77%
$234B
$61.7 Million 0.11% of portfolio
934,809
Q3 2024 Added 13.63%
$17B
$57.8 Million 0.11% of portfolio
523,778
Q3 2024 Reduced 0.64%
$14.1B
$61.9 Million 0.11% of portfolio
500,736
Q3 2024 Added 0.06%
$32.8B
$58.2 Million 0.11% of portfolio
277,135
Q3 2024 Reduced 0.43%
$85.5B
$54.5 Million 0.1% of portfolio
10,694,983
Q3 2024 Added 1.07%
$113B
$54.1 Million 0.1% of portfolio
187,760
Q3 2024 Reduced 1.5%
$7.89B
$55.3 Million 0.1% of portfolio
966,504
Q3 2024 Added 24,499.24%
$22.7B
$55.3 Million 0.1% of portfolio
129,129
Q3 2024 Added 0.17%
$262B
$50 Million 0.09% of portfolio
471,477
Q3 2024 Added 4.88%
$32.4B
$48.4 Million 0.09% of portfolio
437,983
Q3 2024 Reduced 2.74%
$275B
$46 Million 0.09% of portfolio
640,377
Q3 2024 Added 2.42%
$29.2B
$48.3 Million 0.09% of portfolio
280,346
Q3 2024 Added 40.13%

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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