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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
SNOW icon
376
Snowflake
SNOW
$95.9B
$5.42M 0.01%
27,211
-27,584
-50% -$4.66M
GTX icon
377
Garrett Motion
GTX
$5.51B
$5.4M 0.01%
558,686
-97,800
-15% -$755K
CSX icon
378
CSX Corp
CSX
$95.8B
$5.33M 0.01%
153,657
+9
+0% +$287
LILAK icon
379
Liberty Latin America Class C
LILAK
$1.66B
$5.3M 0.01%
793,700
-159,557
-17% -$1.03M
HYMB icon
380
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$5.25M 0.01%
+207,651
New +$5.02M
NOVA
381
DELISTED
Sunnova Energy
NOVA
$5.23M 0.01%
343,116
-2,741,165
-89% -$30M
MMM icon
382
3M
MMM
$94.5B
$5.23M 0.01%
57,224
+1,832
+3% +$147K
PM icon
383
Philip Morris
PM
$319B
$5.22M 0.01%
55,501
+1,844
+3% +$170K
IIIV icon
384
i3 Verticals
IIIV
$422M
$5.2M 0.01%
245,440
+146,222
+147% +$2.93M
GBDC icon
385
Golub Capital BDC
GBDC
$3.37B
$5.11M 0.01%
338,288
-106,619
-24% -$1.57M
CULP icon
386
Culp Inc
CULP
$45.2M
$5.09M 0.01%
879,844
– –
USO icon
387
United States Oil Fund
USO
$2.02B
$5.03M 0.01%
+75,469
New +$5.47M
VZ icon
388
Verizon
VZ
$202B
$4.98M 0.01%
132,099
-4,108
-3% -$145K
APD icon
389
Air Products & Chemicals
APD
$65.7B
$4.92M 0.01%
17,970
+2,701
+18% +$743K
GPC icon
390
Genuine Parts
GPC
$18B
$4.9M 0.01%
35,401
-2,750
-7% -$377K
HQY icon
391
HealthEquity
HQY
$8.46B
$4.9M 0.01%
73,930
– –
DVY icon
392
iShares Select Dividend ETF
DVY
$24.2B
$4.89M 0.01%
41,684
-3,260
-7% -$359K
JCI icon
393
Johnson Controls International
JCI
$84.8B
$4.79M 0.01%
83,175
-657
-0.8% -$34.5K
DHI icon
394
D.R. Horton
DHI
$42.2B
$4.78M 0.01%
31,473
-1,177
-4% -$145K
MCK icon
395
McKesson
MCK
$102B
$4.76M 0.01%
10,270
-873
-8% -$397K
EOG icon
396
EOG Resources
EOG
$74.9B
$4.7M 0.01%
38,869
+1,280
+3% +$159K
PCOR icon
397
Procore
PCOR
$7.39B
$4.65M 0.01%
+67,193
New +$4.14M
NU icon
398
Nu Holdings
NU
$71.1B
$4.65M 0.01%
558,174
+114,279
+26% +$924K
ANET icon
399
Arista Networks
ANET
$210B
$4.61M 0.01%
78,248
+16,236
+26% +$853K
GIS icon
400
General Mills
GIS
$20.4B
$4.57M 0.01%
70,151
-4,821
-6% -$311K
14 15
16
17 18

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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.