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CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
+12.53%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$47.2B
AUM Growth
+$4.96B
Cap. Flow
+$270M
Cap. Flow %
0.57%
Top 10 Hldgs %
25.86%
Holding
1,192
New
114
Increased
448
Reduced
451
Closed
51

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$358M
2
MCD icon
McDonald's
MCD
+$182M
3
EW icon
Edwards Lifesciences
EW
+$159M
4
ZTS icon
Zoetis
ZTS
+$141M
5
TM icon
Toyota
TM
+$135M

Top Sells

Rank Stock Value
1
DG icon
Dollar General
DG
+$123M
2
RTX icon
RTX Corp
RTX
+$98.7M
3
AVB icon
AvalonBay Communities
AVB
+$88.9M
4
PFE icon
Pfizer
PFE
+$76.3M
5
DHR icon
Danaher
DHR
+$75.9M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 13.4%
3 Financials 12.98%
4 Consumer Discretionary 9.07%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEO icon
226
Diageo
DEO
$47.3B
$30.6M 0.06%
378,390
+219,092
+138% +$32.3M
FND icon
227
Floor & Decor
FND
$5.99B
$29.4M 0.06%
263,839
+1,747
+0.7% +$161K
XLU icon
228
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$28.7M 0.06%
905,312
+223,044
+33% +$6.82M
QCLN icon
229
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$609M
$28.2M 0.06%
667,633
-257,522
-28% -$9.77M
A icon
230
Agilent Technologies
A
$38.9B
$28M 0.06%
201,247
-327,350
-62% -$38.9M
MAS icon
231
Masco
MAS
$16.4B
$27.7M 0.06%
413,302
+12,197
+3% +$708K
ECL icon
232
Ecolab
ECL
$76.4B
$27.6M 0.06%
139,365
+2,660
+2% +$478K
IWD icon
233
iShares Russell 1000 Value ETF
IWD
$81.5B
$27.5M 0.06%
166,685
-506
-0.3% -$78.1K
IJH icon
234
iShares Core S&P Mid-Cap ETF
IJH
$123B
$26.8M 0.06%
483,855
+8,585
+2% +$435K
BERY
235
DELISTED
Berry Global Group, Inc.
BERY
$26.8M 0.06%
432,321
+5,791
+1% +$327K
NKE icon
236
Nike
NKE
$62.5B
$26.3M 0.06%
242,269
-925
-0.4% -$99.4K
VBK icon
237
Vanguard Small-Cap Growth ETF
VBK
$23.3B
$26.1M 0.06%
108,126
+15,767
+17% +$3.42M
ZS icon
238
Zscaler
ZS
$23.8B
$26.1M 0.06%
117,725
+116,167
+7,456% +$21.5M
RRX icon
239
Regal Rexnord
RRX
$14B
$25.4M 0.05%
171,666
+2,153
+1% +$272K
DELL icon
240
Dell
DELL
$276B
$25.3M 0.05%
331,248
+327,884
+9,747% +$23.2M
UPS icon
241
United Parcel Service
UPS
$96B
$24.8M 0.05%
157,977
-102
-0.1% -$15.4K
DPZ icon
242
Domino's
DPZ
$11.4B
$24.4M 0.05%
59,172
+485
+0.8% +$182K
GVI icon
243
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$24.4M 0.05%
232,479
-5,535
-2% -$565K
TSLA icon
244
Tesla
TSLA
$1.22T
$23.9M 0.05%
96,175
+1
+0% +$238
RVTY icon
245
Revvity
RVTY
$12.1B
$23.9M 0.05%
218,565
-15,779
-7% -$1.52M
AVTR icon
246
Avantor
AVTR
$8.03B
$23.7M 0.05%
1,039,405
-13,087
-1% -$268K
APTV icon
247
Aptiv
APTV
$12.2B
$23.3M 0.05%
260,090
-799
-0.3% -$68.8K
DTM icon
248
DT Midstream
DTM
$14.3B
$23.3M 0.05%
425,408
-12,792
-3% -$704K
MRVL icon
249
Marvell Technology
MRVL
$170B
$23.3M 0.05%
385,761
+2,946
+0.8% +$159K
BIP icon
250
Brookfield Infrastructure Partners
BIP
$18.6B
$22.6M 0.05%
717,870
-774,832
-52% -$21M
8 9
10
11 12

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CIBC Private Wealth Group's Q4 2023 Portfolio in Review

As of Q4 2023, CIBC Private Wealth Group held 1,192 positions worth $47.2B, up 12% from $42.3B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q4 2023 filing shows 114 new, 448 increased, 451 reduced and 51 closed positions. Its largest new stake was Veralto: 667,132 shares worth $54.9M. The largest sale was Dollar General, an estimated $123M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 24% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q4 2023 buy was Veralto: 667,132 shares worth $54.9M.
  • CIBC Private Wealth Group added most to NVIDIA in Q4 2023, an estimated $358M increase.
  • CIBC Private Wealth Group's biggest Q4 2023 reduction was Dollar General, cutting an estimated $123M.
  • CIBC Private Wealth Group fully exited SolarEdge in Q4 2023, selling an estimated $29.9M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $47.2B portfolio in Q4 2023.
  • CIBC Private Wealth Group opened 114 new positions and closed 51 in Q4 2023.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $47.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2023, filed 13 Feb 2024.