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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
CARR icon
351
Carrier Global
CARR
$52.5B
$7.02M 0.01%
122,189
-5,845
-5% -$309K
XCEM icon
352
Columbia EM Core ex-China ETF
XCEM
$1.86B
$7M 0.01%
+231,389
New +$6.52M
PFF icon
353
iShares Preferred and Income Securities ETF
PFF
$13.2B
$6.99M 0.01%
224,118
+46,856
+26% +$1.4M
IVW icon
354
iShares S&P 500 Growth ETF
IVW
$71.9B
$6.65M 0.01%
88,571
-8,827
-9% -$628K
KMI icon
355
Kinder Morgan
KMI
$70.3B
$6.62M 0.01%
375,510
-1,340
-0.4% -$22.8K
FAST icon
356
Fastenal
FAST
$55.2B
$6.61M 0.01%
204,110
-3,088
-1% -$93.1K
NVO
357
Novo Nordisk
NVO
$225B
$6.53M 0.01%
63,166
-851
-1% -$84.2K
ACEL icon
358
Accel Entertainment
ACEL
$1.01B
$6.49M 0.01%
631,975
+700
+0.1% +$7.22K
CP icon
359
Canadian Pacific Kansas City
CP
$81.4B
$6.45M 0.01%
81,566
+24,001
+42% +$1.76M
GL icon
360
Globe Life
GL
$13.9B
$6.42M 0.01%
52,742
+6
+0% +$705
AEP icon
361
American Electric Power
AEP
$72.4B
$6.38M 0.01%
78,550
-112,770
-59% -$8.75M
MTN icon
362
Vail Resorts
MTN
$5.6B
$6.23M 0.01%
29,205
-965
-3% -$211K
HCA icon
363
HCA Healthcare
HCA
$92.8B
$6.16M 0.01%
22,756
+5,244
+30% +$1.3M
W icon
364
Wayfair
W
$12.5B
$6.15M 0.01%
99,726
+6,133
+7% +$321K
AMPS
365
DELISTED
Altus Power
AMPS
$6.15M 0.01%
900,000
-563,843
-39% -$3.05M
WBD icon
366
Warner Bros
WBD
$64.2B
$6.12M 0.01%
537,916
-163,879
-23% -$1.77M
INVH icon
367
Invitation Homes
INVH
$17.9B
$6.02M 0.01%
176,400
-3,830
-2% -$125K
IWV icon
368
iShares Russell 3000 ETF
IWV
$19.5B
$5.9M 0.01%
21,559
+1,833
+9% +$467K
SLB icon
369
SLB Ltd
SLB
$74.2B
$5.86M 0.01%
112,591
-1,721
-2% -$93.5K
XYL icon
370
Xylem
XYL
$29.2B
$5.75M 0.01%
50,316
-1,893
-4% -$189K
TYL icon
371
Tyler Technologies
TYL
$13.7B
$5.74M 0.01%
13,720
-154
-1% -$61.6K
WSO icon
372
Watsco Inc
WSO
$15.1B
$5.66M 0.01%
13,220
+609
+5% +$236K
TFC icon
373
Truist Financial
TFC
$64.7B
$5.5M 0.01%
148,935
-9,774
-6% -$307K
ETN icon
374
Eaton
ETN
$150B
$5.47M 0.01%
22,696
+3,284
+17% +$725K
IWO icon
375
iShares Russell 2000 Growth ETF
IWO
$14.4B
$5.44M 0.01%
21,584
+39
+0.2% +$8.79K
13 14
15
16 17

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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.