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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
MDB icon
476
MongoDB
MDB
$25.8B
$2.66M 0.01%
6,510
-341
-5% -$129K
SPYG icon
477
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$2.66M 0.01%
40,868
+3,103
+8% +$191K
SITM icon
478
SiTime
SITM
$13.8B
$2.65M 0.01%
21,746
– –
TNL icon
479
Travel + Leisure Co
TNL
$4.76B
$2.65M 0.01%
67,738
-745
-1% -$27K
SCHX icon
480
Schwab US Large- Cap ETF
SCHX
$70.3B
$2.64M 0.01%
140,502
+49,533
+54% +$870K
GLW icon
481
Corning
GLW
$107B
$2.63M 0.01%
86,269
-2,203
-2% -$63K
PEG icon
482
Public Service Enterprise Group
PEG
$38.7B
$2.6M 0.01%
42,476
+2,567
+6% +$158K
MKTX icon
483
MarketAxess Holdings
MKTX
$4.47B
$2.59M 0.01%
8,853
-71
-0.8% -$17.2K
LAD icon
484
Lithia Motors
LAD
$9.75B
$2.57M 0.01%
7,799
+911
+13% +$250K
VRSK icon
485
Verisk Analytics
VRSK
$27.9B
$2.54M 0.01%
10,637
-159
-1% -$37.6K
STZ icon
486
Constellation Brands
STZ
$22.5B
$2.54M 0.01%
10,496
+367
+4% +$87.3K
MANH icon
487
Manhattan Associates
MANH
$12.1B
$2.53M 0.01%
11,772
+108
+0.9% +$22.9K
POST icon
488
Post Holdings
POST
$4.42B
$2.49M 0.01%
28,242
+2,066
+8% +$175K
DLTR icon
489
Dollar Tree
DLTR
$24.8B
$2.4M 0.01%
16,864
-1,316
-7% -$156K
JEF icon
490
Jefferies Financial Group
JEF
$12.7B
$2.39M 0.01%
59,046
+448
+0.8% +$15.8K
WFC.PRL icon
491
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
$2.38M 0.01%
1,990
+20
+1% +$22.3K
VHT icon
492
Vanguard Health Care ETF
VHT
$18.5B
$2.36M 0.01%
9,408
+2,239
+31% +$530K
NOC icon
493
Northrop Grumman
NOC
$76B
$2.33M ﹤0.01%
4,979
+244
+5% +$114K
KR icon
494
Kroger
KR
$36.7B
$2.29M ﹤0.01%
50,009
+6,285
+14% +$279K
XLY icon
495
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$2.28M ﹤0.01%
25,528
+86
+0.3% +$7.12K
HLF icon
496
Herbalife
HLF
$1.3B
$2.27M ﹤0.01%
148,735
+55,649
+60% +$769K
SRCL
497
DELISTED
Stericycle Inc
SRCL
$2.26M ﹤0.01%
45,527
+1,345
+3% +$60.3K
KMX icon
498
CarMax
KMX
$8.39B
$2.24M ﹤0.01%
29,187
-1,754
-6% -$118K
LPLA icon
499
LPL Financial
LPLA
$27B
$2.21M ﹤0.01%
9,724
+3,046
+46% +$685K
BP icon
500
BP
BP
$112B
$2.21M ﹤0.01%
62,394
+4,059
+7% +$149K
18 19
20
21 22

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CWM
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VRS
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FAF
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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.