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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
CTSH icon
451
Cognizant
CTSH
$23.7B
$3.05M 0.01%
40,381
+5,008
+14% +$346K
VXUS icon
452
Vanguard Total International Stock ETF
VXUS
$153B
$3.05M 0.01%
52,597
-1,150
-2% -$62.8K
XLE icon
453
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$3.05M 0.01%
72,672
+38,510
+113% +$1.65M
LULU icon
454
lululemon athletica
LULU
$13.6B
$3.04M 0.01%
5,942
+1,583
+36% +$684K
FLEX icon
455
Flex
FLEX
$41.3B
$3.02M 0.01%
131,676
+22,327
+20% +$447K
ACVA icon
456
ACV Auctions
ACVA
$1.43B
$3.02M 0.01%
199,470
+17,659
+10% +$259K
SNPS icon
457
Synopsys
SNPS
$72.9B
$3.02M 0.01%
5,861
+105
+2% +$53.7K
LH icon
458
Labcorp
LH
$25.8B
$3M 0.01%
13,212
-6,100
-32% -$1.28M
AMN icon
459
AMN Healthcare
AMN
$1.33B
$2.97M 0.01%
39,619
-60
-0.2% -$4.29K
GD icon
460
General Dynamics
GD
$107B
$2.93M 0.01%
11,294
+354
+3% +$86.4K
ORI icon
461
Old Republic International
ORI
$10.8B
$2.9M 0.01%
98,738
+5,666
+6% +$159K
UL icon
462
Unilever
UL
$144B
$2.9M 0.01%
53,199
+529
+1% +$28.5K
AYI icon
463
Acuity Brands
AYI
$10.3B
$2.9M 0.01%
14,135
+4,263
+43% +$770K
VV icon
464
Vanguard Large-Cap ETF
VV
$52B
$2.8M 0.01%
12,819
+317
+3% +$64.8K
BNY
465
Bank of New York Mellon
BNY
$106B
$2.79M 0.01%
53,688
+10,799
+25% +$497K
DIA icon
466
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$2.78M 0.01%
7,389
+2,737
+59% +$956K
IEFA icon
467
iShares Core MSCI EAFE ETF
IEFA
$188B
$2.77M 0.01%
39,430
+6,146
+18% +$405K
SHOP icon
468
Shopify
SHOP
$169B
$2.77M 0.01%
35,590
-37,789
-51% -$2.41M
DFS
469
DELISTED
Discover Financial Services
DFS
$2.75M 0.01%
24,486
-311
-1% -$28.7K
AVB icon
470
AvalonBay Communities
AVB
$27.3B
$2.74M 0.01%
14,616
-509,529
-97% -$88.9M
LAMR icon
471
Lamar Advertising Co
LAMR
$16.5B
$2.71M 0.01%
25,538
+2,474
+11% +$233K
QLYS icon
472
Qualys
QLYS
$4.79B
$2.7M 0.01%
+13,773
New +$2.41M
ENPH icon
473
Enphase Energy
ENPH
$4.78B
$2.68M 0.01%
20,299
-262,241
-93% -$27.8M
TREX icon
474
Trex
TREX
$4.56B
$2.68M 0.01%
32,384
+2,087
+7% +$138K
AJG icon
475
Arthur J. Gallagher & Co
AJG
$67.6B
$2.68M 0.01%
11,901
+702
+6% +$166K
17 18
19
20 21

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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.