We are live on ! Find out more
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
AWK icon
426
American Water Works
AWK
$27.1B
$3.77M 0.01%
28,550
-2,133
-7% -$269K
CDW icon
427
CDW
CDW
$18.3B
$3.71M 0.01%
16,333
+356
+2% +$75.4K
KKR icon
428
KKR & Co
KKR
$91.8B
$3.69M 0.01%
44,483
-204
-0.5% -$13.8K
MNDY icon
429
monday.com
MNDY
$3.72B
$3.64M 0.01%
+19,399
New +$3.12M
SPSM icon
430
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$3.56M 0.01%
84,352
-9,676
-10% -$365K
RSP icon
431
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$3.5M 0.01%
22,186
+3,193
+17% +$464K
ALL icon
432
Allstate
ALL
$69.4B
$3.45M 0.01%
24,613
+2,668
+12% +$348K
PGR icon
433
Progressive
PGR
$129B
$3.43M 0.01%
21,519
-338
-2% -$52.9K
VRT icon
434
Vertiv
VRT
$103B
$3.42M 0.01%
71,207
+46,384
+187% +$1.98M
RLI icon
435
RLI Corp
RLI
$6.02B
$3.39M 0.01%
50,952
+130
+0.3% +$8.73K
MPC icon
436
Marathon Petroleum
MPC
$89.8B
$3.33M 0.01%
22,450
+507
+2% +$75.3K
WST icon
437
West Pharmaceutical
WST
$23.9B
$3.33M 0.01%
9,457
-193
-2% -$68.3K
DOV icon
438
Dover
DOV
$27.5B
$3.28M 0.01%
21,320
-1
-0% -$140
XLF icon
439
State Street Financial Select Sector SPDR ETF
XLF
$57.3B
$3.26M 0.01%
86,690
-3,364
-4% -$116K
TRV icon
440
Travelers Companies
TRV
$82.8B
$3.26M 0.01%
17,109
+65
+0.4% +$11.3K
PRSU
441
Pursuit Attractions and Hospitality Inc
PRSU
$1.47B
$3.24M 0.01%
89,385
– –
VOE icon
442
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$3.17M 0.01%
21,851
-3,369
-13% -$452K
XLV icon
443
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
$3.13M 0.01%
22,945
+5,502
+32% +$716K
RPG icon
444
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$3.12M 0.01%
96,705
– –
AFL icon
445
Aflac
AFL
$65.6B
$3.11M 0.01%
37,733
+2,831
+8% +$228K
LRCX icon
446
Lam Research
LRCX
$337B
$3.1M 0.01%
39,600
+550
+1% +$37.5K
MSI icon
447
Motorola Solutions
MSI
$73.1B
$3.09M 0.01%
9,872
+262
+3% +$79.3K
RPRX icon
448
Royalty Pharma
RPRX
$26.4B
$3.08M 0.01%
109,801
-10
-0% -$275
FAS icon
449
Direxion Daily Financial Bull 3x ETF
FAS
$2.51B
$3.07M 0.01%
37,124
– –
RMD icon
450
ResMed
RMD
$30.1B
$3.05M 0.01%
17,749
-214,727
-92% -$33M
16 17
18
19 20

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.