We are live on ! Find out more
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
PHO icon
576
Invesco Water Resources ETF
PHO
$2.05B
$1.36M ﹤0.01%
22,292
-151
-0.7% -$8.32K
RXRX icon
577
Recursion Pharmaceuticals
RXRX
$1.62B
$1.35M ﹤0.01%
+136,753
New +$975K
HYS icon
578
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
$1.34M ﹤0.01%
14,447
+1,202
+9% +$109K
CNQ icon
579
Canadian Natural Resources
CNQ
$92.2B
$1.33M ﹤0.01%
40,530
-376
-0.9% -$12.2K
FCX icon
580
Freeport-McMoran
FCX
$88.6B
$1.31M ﹤0.01%
30,817
+410
+1% +$15.1K
CHD icon
581
Church & Dwight Co
CHD
$23.7B
$1.31M ﹤0.01%
13,856
+3,447
+33% +$315K
GGG icon
582
Graco
GGG
$13.3B
$1.31M ﹤0.01%
15,056
+798
+6% +$62.8K
RTO icon
583
Rentokil
RTO
$14.5B
$1.3M ﹤0.01%
45,451
+28,152
+163% +$827K
NXPI icon
584
NXP Semiconductors
NXPI
$65.4B
$1.3M ﹤0.01%
5,644
+177
+3% +$35.6K
MOAT icon
585
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$1.29M ﹤0.01%
15,241
– –
IEMG icon
586
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$1.29M ﹤0.01%
25,507
+4,138
+19% +$200K
ARM icon
587
Arm
ARM
$261B
$1.27M ﹤0.01%
+16,945
New +$991K
IPG
588
DELISTED
Interpublic Group of Companies
IPG
$1.25M ﹤0.01%
38,200
-7,654
-17% -$230K
ACWI icon
589
iShares MSCI ACWI ETF
ACWI
$32.5B
$1.24M ﹤0.01%
12,203
+113
+0.9% +$10.8K
MORN icon
590
Morningstar
MORN
$7.38B
$1.24M ﹤0.01%
4,325
-142
-3% -$37K
ACCD
591
DELISTED
Accolade Inc
ACCD
$1.23M ﹤0.01%
102,598
– –
EPAM icon
592
EPAM Systems
EPAM
$5.25B
$1.23M ﹤0.01%
4,134
-701
-14% -$178K
MU icon
593
Micron Technology
MU
$927B
$1.21M ﹤0.01%
14,135
-2,224
-14% -$165K
DD icon
594
DuPont de Nemours
DD
$19B
$1.2M ﹤0.01%
12,408
+782
+7% +$71.1K
FICO icon
595
Fair Isaac
FICO
$31B
$1.2M ﹤0.01%
1,029
-343
-25% -$345K
VRTX icon
596
Vertex Pharmaceuticals
VRTX
$124B
$1.2M ﹤0.01%
2,942
-2,748
-48% -$1.02M
PODD icon
597
Insulet
PODD
$11.6B
$1.19M ﹤0.01%
5,507
-274
-5% -$47K
AIG icon
598
American International
AIG
$42.9B
$1.19M ﹤0.01%
17,562
-737
-4% -$47K
QBTS icon
599
D-Wave Quantum Inc. Common Stock
QBTS
$6.53B
$1.19M ﹤0.01%
1,350,096
+270,096
+25% +$239K
MTD icon
600
Mettler-Toledo International
MTD
$28.1B
$1.19M ﹤0.01%
979
-25
-2% -$27K
22 23
24
25 26

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.