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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
NTRS icon
551
Northern Trust
NTRS
$22.2B
$1.54M ﹤0.01%
18,307
-726
-4% -$53.7K
COO icon
552
Cooper Companies
COO
$14.1B
$1.54M ﹤0.01%
16,232
+1,096
+7% +$91.9K
VBR icon
553
Vanguard Small-Cap Value ETF
VBR
$37.7B
$1.53M ﹤0.01%
8,495
+219
+3% +$35.8K
GTLS
554
DELISTED
Chart Industries
GTLS
$1.53M ﹤0.01%
11,202
-2,009
-15% -$272K
PPG icon
555
PPG Industries
PPG
$26.5B
$1.52M ﹤0.01%
10,196
+47
+0.5% +$6.36K
EFX icon
556
Equifax
EFX
$22B
$1.51M ﹤0.01%
6,101
+301
+5% +$61.1K
FTV icon
557
Fortive
FTV
$19.5B
$1.51M ﹤0.01%
27,184
+2,595
+11% +$137K
SLV icon
558
iShares Silver Trust
SLV
$27.6B
$1.5M ﹤0.01%
69,019
+19,255
+39% +$410K
TPL icon
559
Texas Pacific Land
TPL
$26.9B
$1.47M ﹤0.01%
8,433
-846
-9% -$161K
DOW icon
560
Dow Inc
DOW
$20.8B
$1.47M ﹤0.01%
26,726
+551
+2% +$28.2K
PLTR icon
561
Palantir
PLTR
$296B
$1.46M ﹤0.01%
85,150
+2,008
+2% +$35.8K
OMC icon
562
Omnicom Group
OMC
$24.6B
$1.44M ﹤0.01%
16,644
-2,501
-13% -$197K
AXSM icon
563
Axsome Therapeutics
AXSM
$12.1B
$1.43M ﹤0.01%
17,999
+135
+0.8% +$9.03K
LPSN icon
564
LivePerson
LPSN
$22.9M
$1.43M ﹤0.01%
25,181
+11,224
+80% +$517K
MET icon
565
MetLife
MET
$62.7B
$1.42M ﹤0.01%
21,400
-1,133
-5% -$70.9K
DAR icon
566
Darling Ingredients
DAR
$9.28B
$1.41M ﹤0.01%
28,308
-4,539
-14% -$206K
SUB icon
567
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.41M ﹤0.01%
13,346
+9,919
+289% +$1.03M
VT icon
568
Vanguard Total World Stock ETF
VT
$76.3B
$1.4M ﹤0.01%
13,607
-232
-2% -$22.3K
SCHA icon
569
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$1.39M ﹤0.01%
58,728
-1,036
-2% -$21.8K
SGI
570
Somnigroup International
SGI
$15.2B
$1.39M ﹤0.01%
27,180
– –
POWI icon
571
Power Integrations
POWI
$3.3B
$1.38M ﹤0.01%
16,827
-1,131
-6% -$86.7K
XLP icon
572
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.38M ﹤0.01%
19,126
-6,321
-25% -$438K
WYNN icon
573
Wynn Resorts
WYNN
$10.3B
$1.38M ﹤0.01%
+15,100
New +$1.34M
SPLV icon
574
Invesco S&P 500 Low Volatility ETF
SPLV
$7.28B
$1.36M ﹤0.01%
21,711
+55
+0.3% +$3.31K
O icon
575
Realty Income
O
$61.3B
$1.36M ﹤0.01%
23,629
+6,630
+39% +$348K
21 22
23
24 25

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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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PPFA
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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.