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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
CWEN.A
326
DELISTED
Clearway Energy Class A
CWEN.A
$8.77M 0.02%
342,776
+192,774
+129% +$4.23M
VYM icon
327
Vanguard High Dividend Yield ETF
VYM
$82B
$8.74M 0.02%
78,312
-7,281
-9% -$765K
WFC icon
328
Wells Fargo
WFC
$263B
$8.55M 0.02%
174,213
-34,906
-17% -$1.51M
CPNG icon
329
Coupang
CPNG
$27.8B
$8.54M 0.02%
527,471
+264,299
+100% +$4.36M
AYX
330
DELISTED
Alteryx Inc
AYX
$8.53M 0.02%
180,792
-25,279
-12% -$981K
BKNG icon
331
Booking.com
BKNG
$150B
$8.48M 0.02%
59,725
+1,100
+2% +$137K
XLK icon
332
State Street Technology Select Sector SPDR ETF
XLK
$110B
$8.42M 0.02%
87,478
+5,134
+6% +$457K
ABNB icon
333
Airbnb
ABNB
$89B
$8.22M 0.02%
60,396
-1,300
-2% -$168K
IWN icon
334
iShares Russell 2000 Value ETF
IWN
$14.5B
$8.18M 0.02%
52,646
+6,658
+14% +$922K
PSX icon
335
Phillips 66
PSX
$83.7B
$8.08M 0.02%
60,680
+3,694
+6% +$442K
AGG icon
336
iShares Core US Aggregate Bond ETF
AGG
$138B
$7.97M 0.02%
80,343
+734
+0.9% +$69.9K
FDX icon
337
FedEx
FDX
$72.7B
$7.96M 0.02%
31,480
+700
+2% +$178K
MDY icon
338
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.8B
$7.94M 0.02%
15,654
-487
-3% -$226K
OWL icon
339
Blue Owl Capital
OWL
$6.51B
$7.94M 0.02%
533,053
+679
+0.1% +$9.14K
PYPL icon
340
PayPal
PYPL
$51.3B
$7.93M 0.02%
129,202
-3,659
-3% -$210K
ROL icon
341
Rollins
ROL
$18.9B
$7.8M 0.02%
178,532
+304
+0.2% +$11.8K
HYG icon
342
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$7.79M 0.02%
100,627
+972
+1% +$72.5K
BSM icon
343
Black Stone Minerals
BSM
$3.18B
$7.78M 0.02%
487,600
-588,880
-55% -$10.1M
PBA icon
344
Pembina Pipeline
PBA
$29.3B
$7.69M 0.02%
223,517
-17,635
-7% -$565K
TGT icon
345
Target
TGT
$65.5B
$7.65M 0.02%
53,736
+986
+2% +$120K
SDY icon
346
State Street SPDR S&P Dividend ETF
SDY
$22.4B
$7.6M 0.02%
60,851
-1,109
-2% -$130K
MBB icon
347
iShares MBS ETF
MBB
$39.2B
$7.49M 0.02%
79,568
+2,670
+3% +$239K
VGT icon
348
Vanguard Information Technology ETF
VGT
$134B
$7.33M 0.02%
121,224
-18,712
-13% -$1.04M
NSC icon
349
Norfolk Southern
NSC
$77.6B
$7.23M 0.02%
30,603
+2,301
+8% +$482K
SMAR
350
DELISTED
Smartsheet Inc.
SMAR
$7.08M 0.02%
148,072
+50,181
+51% +$2.14M
12 13
14
15 16

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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.