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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
GILD icon
401
Gilead Sciences
GILD
$166B
$4.53M 0.01%
55,958
-1,472
-3% -$115K
UNF icon
402
Unifirst Corp
UNF
$5.45B
$4.5M 0.01%
24,578
– –
KMB icon
403
Kimberly-Clark
KMB
$37.6B
$4.49M 0.01%
36,933
-617
-2% -$74.6K
HASI icon
404
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$4.47M 0.01%
162,166
+758
+0.5% +$16.5K
VNQ icon
405
Vanguard Real Estate ETF
VNQ
$40.2B
$4.46M 0.01%
50,528
+6,193
+14% +$491K
T icon
406
AT&T
T
$169B
$4.42M 0.01%
263,249
+5,882
+2% +$92.9K
MKL icon
407
Markel Group
MKL
$25.6B
$4.39M 0.01%
3,095
+9
+0.3% +$12.8K
VOT icon
408
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$4.38M 0.01%
19,948
-257
-1% -$51.4K
TROW icon
409
T. Rowe Price
TROW
$26B
$4.32M 0.01%
40,113
-142
-0.4% -$14.1K
ALTG icon
410
Alta Equipment Group
ALTG
$210M
$4.3M 0.01%
347,746
+209,759
+152% +$2.26M
ESTC icon
411
Elastic
ESTC
$6.52B
$4.22M 0.01%
37,477
-13,223
-26% -$1.18M
AVY icon
412
Avery Dennison
AVY
$12.9B
$4.15M 0.01%
20,532
-1,712
-8% -$320K
SYY icon
413
Sysco
SYY
$40.8B
$4.14M 0.01%
56,598
+669
+1% +$46.2K
KGS icon
414
Kodiak Gas Services
KGS
$5.78B
$4.1M 0.01%
204,012
-3,146
-2% -$56.6K
BILL icon
415
BILL Holdings
BILL
$4.68B
$4.07M 0.01%
49,905
-122,453
-71% -$10.1M
BRZE icon
416
Braze
BRZE
$2.82B
$4.02M 0.01%
75,607
-136,964
-64% -$6.77M
PAYX icon
417
Paychex
PAYX
$42.4B
$4.01M 0.01%
33,639
+797
+2% +$94.4K
YOU icon
418
Clear Secure
YOU
$5.41B
$3.96M 0.01%
191,806
+26,974
+16% +$524K
SSB icon
419
SouthState Bank Corp
SSB
$10.3B
$3.96M 0.01%
46,875
-2,985
-6% -$220K
DUK icon
420
Duke Energy
DUK
$102B
$3.95M 0.01%
40,696
+475
+1% +$43.2K
SNA icon
421
Snap-on
SNA
$21.6B
$3.87M 0.01%
13,404
+670
+5% +$181K
DJP icon
422
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$785M
$3.85M 0.01%
126,732
-408,052
-76% -$12.8M
HSY icon
423
Hershey
HSY
$36.8B
$3.83M 0.01%
20,569
+626
+3% +$119K
AMAT icon
424
Applied Materials
AMAT
$379B
$3.8M 0.01%
23,477
+3,809
+19% +$560K
IVE icon
425
iShares S&P 500 Value ETF
IVE
$49.6B
$3.78M 0.01%
21,739
-365
-2% -$58.7K
15 16
17
18 19

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CWM
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VRS
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FAF
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BGIM
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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.