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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
SHY icon
601
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.17M ﹤0.01%
14,223
+8,470
+147% +$688K
ESI icon
602
Element Solutions
ESI
$8.89B
$1.14M ﹤0.01%
49,427
+2,174
+5% +$43.9K
C icon
603
Citigroup
C
$222B
$1.12M ﹤0.01%
21,870
+479
+2% +$21.2K
NOBL icon
604
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$1.12M ﹤0.01%
23,566
+106
+0.5% +$4.75K
WTRG icon
605
Essential Utilities
WTRG
$11.5B
$1.12M ﹤0.01%
30,030
-1,498
-5% -$52.3K
MGK icon
606
Vanguard Mega Cap Growth ETF
MGK
$31.8B
$1.12M ﹤0.01%
21,580
-3,980
-16% -$193K
ONEQ icon
607
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$1.12M ﹤0.01%
18,889
+2
+0% +$110
RCL icon
608
Royal Caribbean
RCL
$86.5B
$1.12M ﹤0.01%
8,632
+173
+2% +$17.6K
F icon
609
Ford
F
$59.6B
$1.11M ﹤0.01%
90,990
+930
+1% +$10.3K
CEF icon
610
Sprott Physical Gold and Silver Trust
CEF
$7.35B
$1.11M ﹤0.01%
57,886
+13,028
+29% +$240K
CLVT icon
611
Clarivate
CLVT
$1.53B
$1.1M ﹤0.01%
119,108
+8,038
+7% +$59.4K
WTFC icon
612
Wintrust Financial
WTFC
$10.9B
$1.09M ﹤0.01%
11,770
-891
-7% -$73.7K
DM
613
DELISTED
Desktop Metal, Inc.
DM
$1.08M ﹤0.01%
144,166
– –
XLI icon
614
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$1.08M ﹤0.01%
9,443
-5,975
-39% -$627K
IGF icon
615
iShares Global Infrastructure ETF
IGF
$10.9B
$1.07M ﹤0.01%
+22,832
New +$1.01M
APLS
616
DELISTED
Apellis Pharmaceuticals
APLS
$1.07M ﹤0.01%
17,910
– –
QSR icon
617
Restaurant Brands International
QSR
$26B
$1.07M ﹤0.01%
13,663
-9,974
-42% -$694K
CNO icon
618
CNO Financial Group
CNO
$5B
$1.07M ﹤0.01%
38,212
-9,234
-19% -$233K
DTE icon
619
DTE Energy
DTE
$30.4B
$1.05M ﹤0.01%
9,533
+268
+3% +$27.5K
SPLK
620
DELISTED
Splunk Inc
SPLK
$1.05M ﹤0.01%
6,888
-1,500
-18% -$224K
UUUU icon
621
Energy Fuels
UUUU
$2.83B
$1.05M ﹤0.01%
+145,529
New +$1.13M
SCHG icon
622
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$1.03M ﹤0.01%
49,836
-2,236
-4% -$43.3K
PRF icon
623
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$1.03M ﹤0.01%
29,315
-1,275
-4% -$41.8K
CTVA icon
624
Corteva
CTVA
$59.5B
$1.03M ﹤0.01%
21,517
+1,254
+6% +$59.8K
DGX icon
625
Quest Diagnostics
DGX
$26B
$1.03M ﹤0.01%
7,459
+4,163
+126% +$547K
23 24
25
26 27

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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.