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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
ETRN
301
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$12.1M 0.03%
1,187,185
-45,695
-4% -$430K
ALB icon
302
Albemarle
ALB
$13.4B
$11.8M 0.02%
81,491
-21,744
-21% -$2.99M
VNOM icon
303
Viper Energy
VNOM
$8.25B
$11.8M 0.02%
375,100
-275,061
-42% -$8.17M
IYW icon
304
iShares US Technology ETF
IYW
$23.1B
$11.5M 0.02%
93,943
+16,103
+21% +$1.82M
D icon
305
Dominion Energy
D
$62.6B
$11.4M 0.02%
241,575
-322,569
-57% -$14.4M
CCOI icon
306
Cogent Communications
CCOI
$642M
$11.3M 0.02%
148,277
-1,280
-0.9% -$85.5K
ADSK icon
307
Autodesk
ADSK
$50.8B
$10.8M 0.02%
44,557
+5,660
+15% +$1.22M
GTM
308
ZoomInfo Technologies
GTM
$970M
$10.6M 0.02%
575,791
+65,376
+13% +$1.03M
BMY icon
309
Bristol-Myers Squibb
BMY
$130B
$10.6M 0.02%
206,405
-8,052
-4% -$423K
MRSH
310
Marsh
MRSH
$90.5B
$10.5M 0.02%
55,459
+4,585
+9% +$886K
AEE icon
311
Ameren
AEE
$31.4B
$10.4M 0.02%
143,197
-117,489
-45% -$8.94M
FRSH icon
312
Freshworks
FRSH
$3.1B
$10.3M 0.02%
436,487
+23,428
+6% +$464K
TWLO icon
313
Twilio
TWLO
$29.5B
$10.2M 0.02%
135,005
-48,579
-26% -$3.03M
GWW icon
314
W.W. Grainger
GWW
$66.2B
$10.1M 0.02%
12,248
-24
-0.2% -$18.5K
EQT icon
315
EQT Corp
EQT
$32.2B
$10.1M 0.02%
261,970
+1,600
+0.6% +$64.9K
ARCC icon
316
Ares Capital
ARCC
$13.6B
$10M 0.02%
499,837
+8,266
+2% +$161K
GE icon
317
GE Aerospace
GE
$376B
$9.95M 0.02%
97,724
+3,007
+3% +$279K
MO icon
318
Altria Group
MO
$125B
$9.81M 0.02%
243,167
-179
-0.1% -$7.4K
CMI icon
319
Cummins
CMI
$87.9B
$9.58M 0.02%
39,973
+1,169
+3% +$266K
SPYV icon
320
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$9.45M 0.02%
202,718
-15,040
-7% -$649K
SCI icon
321
Service Corp International
SCI
$11.8B
$9.44M 0.02%
137,949
+144
+0.1% +$8.67K
VEU icon
322
Vanguard FTSE All-World ex-US ETF
VEU
$65.8B
$9.31M 0.02%
165,856
-5,549
-3% -$294K
TXO icon
323
TXO Partners LP
TXO
$708M
$9.28M 0.02%
510,362
– –
SO icon
324
Southern Company
SO
$110B
$9.21M 0.02%
131,279
+2,804
+2% +$193K
ESS icon
325
Essex Property Trust
ESS
$19B
$9.11M 0.02%
36,729
-27
-0.1% -$5.96K
11 12
13
14 15

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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.