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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
CM icon
526
Canadian Imperial Bank of Commerce
CM
$109B
$1.87M ﹤0.01%
38,798
-30,860
-44% -$1.23M
ENLT icon
527
Enlight Renewable Energy
ENLT
$12.1B
$1.84M ﹤0.01%
96,354
-289,998
-75% -$4.54M
SCHB icon
528
Schwab US Broad Market ETF
SCHB
$42.9B
$1.82M ﹤0.01%
97,896
-558
-0.6% -$9.64K
FNDX icon
529
Schwab Fundamental US Large Company Index ETF
FNDX
$26.8B
$1.8M ﹤0.01%
87,354
+31,623
+57% +$608K
VLO icon
530
Valero Energy
VLO
$88.7B
$1.77M ﹤0.01%
13,586
+5,209
+62% +$663K
SMCI icon
531
Super Micro Computer
SMCI
$18.4B
$1.74M ﹤0.01%
61,070
+48,070
+370% +$1.33M
WTW icon
532
Willis Towers Watson
WTW
$29.9B
$1.69M ﹤0.01%
7,014
+2,432
+53% +$562K
WPM icon
533
Wheaton Precious Metals
WPM
$49.8B
$1.69M ﹤0.01%
34,252
-1,636
-5% -$74K
AOS icon
534
A.O. Smith
AOS
$8.82B
$1.69M ﹤0.01%
20,446
+1,791
+10% +$132K
LAW icon
535
CS Disco
LAW
$270M
$1.68M ﹤0.01%
221,579
+79,208
+56% +$499K
IJT icon
536
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$1.68M ﹤0.01%
13,407
-2,018
-13% -$226K
CFLT
537
DELISTED
Confluent
CFLT
$1.67M ﹤0.01%
+71,470
New +$1.73M
MSTR icon
538
Strategy Inc
MSTR
$35.1B
$1.66M ﹤0.01%
26,360
+5,000
+23% +$237K
ED icon
539
Consolidated Edison
ED
$41.3B
$1.65M ﹤0.01%
18,168
+1,655
+10% +$148K
LBRDK icon
540
Liberty Broadband Class C
LBRDK
$4.72B
$1.64M ﹤0.01%
20,327
-7
-0% -$588
MUB icon
541
iShares National Muni Bond ETF
MUB
$45.3B
$1.63M ﹤0.01%
15,056
-358
-2% -$37.4K
GEN icon
542
Gen Digital
GEN
$16.6B
$1.63M ﹤0.01%
71,501
+42
+0.1% +$832
OXY icon
543
Occidental Petroleum
OXY
$53.6B
$1.63M ﹤0.01%
27,318
+16,793
+160% +$1.02M
MDC
544
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.61M ﹤0.01%
29,133
+1,987
+7% +$88K
WY icon
545
Weyerhaeuser
WY
$17.7B
$1.61M ﹤0.01%
46,194
-6,508
-12% -$203K
USMV icon
546
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$1.6M ﹤0.01%
20,518
+167
+0.8% +$12.5K
POOL icon
547
Pool Corp
POOL
$7B
$1.59M ﹤0.01%
3,998
+1,725
+76% +$605K
AAON icon
548
Aaon
AAON
$7.68B
$1.58M ﹤0.01%
21,364
– –
IJJ icon
549
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
$1.57M ﹤0.01%
13,747
-2,127
-13% -$219K
AZEK
550
DELISTED
The AZEK Co
AZEK
$1.56M ﹤0.01%
40,655
-2,135
-5% -$66.6K
20 21
22
23 24

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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.