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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
CBOE icon
501
Cboe Global Markets
CBOE
$31.1B
$2.2M ﹤0.01%
12,305
-4,733
-28% -$811K
ZBH icon
502
Zimmer Biomet
ZBH
$18.5B
$2.19M ﹤0.01%
18,024
+1,259
+8% +$140K
XIFR
503
XPLR Infrastructure LP
XIFR
$1.11B
$2.18M ﹤0.01%
71,691
-1,486,842
-95% -$37.9M
WBA
504
DELISTED
Walgreens Boots Alliance
WBA
$2.16M ﹤0.01%
82,559
-4,940
-6% -$110K
BKLN icon
505
Invesco Senior Loan ETF
BKLN
$6.97B
$2.12M ﹤0.01%
100,322
-11,128
-10% -$233K
COF icon
506
Capital One
COF
$130B
$2.1M ﹤0.01%
16,046
-804
-5% -$86.7K
REGN icon
507
Regeneron Pharmaceuticals
REGN
$72.9B
$2.09M ﹤0.01%
2,376
+3
+0.1% +$2.47K
KDP icon
508
Keurig Dr Pepper
KDP
$42.3B
$2.08M ﹤0.01%
62,344
+20,742
+50% +$646K
ATR icon
509
AptarGroup
ATR
$8.8B
$2.08M ﹤0.01%
16,797
-889
-5% -$112K
TT icon
510
Trane Technologies
TT
$104B
$2.07M ﹤0.01%
8,503
+113
+1% +$24.7K
GM icon
511
General Motors
GM
$81.7B
$2.07M ﹤0.01%
57,716
+12,826
+29% +$397K
PGX icon
512
Invesco Preferred ETF
PGX
$3.81B
$2.06M ﹤0.01%
179,315
-12,634
-7% -$138K
NUE icon
513
Nucor
NUE
$60.5B
$2.05M ﹤0.01%
11,771
+152
+1% +$24.1K
RJF icon
514
Raymond James Financial
RJF
$34B
$2.01M ﹤0.01%
18,045
-162
-0.9% -$16.7K
ONON icon
515
On Holding
ONON
$12.6B
$1.99M ﹤0.01%
+73,925
New +$2.01M
CLX icon
516
Clorox
CLX
$12.1B
$1.98M ﹤0.01%
13,900
+66
+0.5% +$8.8K
ROK icon
517
Rockwell Automation
ROK
$52.4B
$1.96M ﹤0.01%
6,325
+532
+9% +$149K
BALL icon
518
Ball Corp
BALL
$17.8B
$1.94M ﹤0.01%
33,807
-1,795
-5% -$92.6K
RPV icon
519
Invesco S&P 500 Pure Value ETF
RPV
$1.68B
$1.94M ﹤0.01%
23,689
+6
+0% +$449
NET icon
520
Cloudflare
NET
$93.7B
$1.94M ﹤0.01%
23,251
+19,127
+464% +$1.34M
IBB icon
521
iShares Biotechnology ETF
IBB
$9.55B
$1.92M ﹤0.01%
14,104
-1,493
-10% -$182K
HTGC icon
522
Hercules Capital
HTGC
$3.04B
$1.91M ﹤0.01%
114,495
– –
IJK icon
523
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$1.89M ﹤0.01%
23,847
-417
-2% -$30.6K
PKG icon
524
Packaging Corp of America
PKG
$22.6B
$1.88M ﹤0.01%
11,523
-182
-2% -$28.6K
WRB icon
525
W.R. Berkley
WRB
$28.3B
$1.88M ﹤0.01%
39,815
– –
19 20
21
22 23

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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.