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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
ORLY icon
276
O'Reilly Automotive
ORLY
$75.1B
$14.6M 0.03%
229,770
+10,095
+5% +$638K
GEHC icon
277
GE HealthCare
GEHC
$27.8B
$14.5M 0.03%
186,974
+162,716
+671% +$11.4M
ENB icon
278
Enbridge
ENB
$121B
$14.4M 0.03%
398,999
-34,779
-8% -$1.17M
PNR icon
279
Pentair
PNR
$10.2B
$14.2M 0.03%
195,318
+3,264
+2% +$211K
TRP icon
280
TC Energy
TRP
$71.2B
$14.1M 0.03%
361,941
-3,589
-1% -$131K
WIX icon
281
WIX.com
WIX
$2.36B
$14M 0.03%
113,864
-1,190
-1% -$115K
BIO icon
282
Bio-Rad Laboratories Class A
BIO
$8.47B
$14M 0.03%
+43,287
New +$13.6M
EMR icon
283
Emerson Electric
EMR
$83.6B
$13.9M 0.03%
143,288
-2,492
-2% -$228K
CVS icon
284
CVS Health
CVS
$137B
$13.8M 0.03%
175,027
+6,412
+4% +$456K
VIG icon
285
Vanguard Dividend Appreciation ETF
VIG
$112B
$13.8M 0.03%
81,055
-1,271
-2% -$205K
GLD icon
286
SPDR Gold Trust
GLD
$132B
$13.7M 0.03%
71,529
-1,710
-2% -$313K
BAC icon
287
Bank of America
BAC
$436B
$13.7M 0.03%
406,033
+8,158
+2% +$238K
SCHD icon
288
Schwab US Dividend Equity ETF
SCHD
$103B
$13.6M 0.03%
535,620
-8,961
-2% -$214K
VXF icon
289
Vanguard Extended Market ETF
VXF
$30.5B
$13.6M 0.03%
82,604
-33
-0% -$4.85K
BRK.A icon
290
Berkshire Hathaway Class A
BRK.A
$1.07T
$13.6M 0.03%
25
– –
CAT icon
291
Caterpillar
CAT
$402B
$13.3M 0.03%
45,077
+1,521
+3% +$395K
VUG icon
292
Vanguard Growth ETF
VUG
$216B
$13.1M 0.03%
253,068
+62,448
+33% +$3.01M
ACWX icon
293
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$13.1M 0.03%
255,695
+250,743
+5,063% +$12.1M
YUM icon
294
Yum! Brands
YUM
$40.7B
$12.8M 0.03%
97,946
-325
-0.3% -$40.6K
CMS icon
295
CMS Energy
CMS
$22.9B
$12.7M 0.03%
218,133
-231,004
-51% -$12.9M
BA icon
296
Boeing
BA
$167B
$12.6M 0.03%
48,486
-376
-0.8% -$80.4K
VONG icon
297
Vanguard Russell 1000 Growth ETF
VONG
$42.3B
$12.4M 0.03%
159,398
+1,242
+0.8% +$90.4K
WCC
298
WESCO International
WCC
$16.5B
$12.4M 0.03%
71,261
-71,459
-50% -$10.7M
OI icon
299
O-I Glass
OI
$1.41B
$12.3M 0.03%
751,886
+104,138
+16% +$1.61M
DG icon
300
Dollar General
DG
$27.2B
$12.3M 0.03%
90,260
-1,013,834
-92% -$123M
10 11
12
13 14

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.