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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
ESGV icon
626
Vanguard ESG US Stock ETF
ESGV
$13B
$1.02M ﹤0.01%
12,050
+621
+5% +$48.9K
ITA icon
627
iShares US Aerospace & Defense ETF
ITA
$14.5B
$1.02M ﹤0.01%
8,058
-1,001
-11% -$116K
GDX icon
628
VanEck Gold Miners ETF
GDX
$22.7B
$1.02M ﹤0.01%
32,831
+2,491
+8% +$72.9K
DSI icon
629
iShares MSCI KLD 400 Social ETF
DSI
$5.17B
$1.02M ﹤0.01%
11,172
+312
+3% +$26.5K
CBRE icon
630
CBRE Group
CBRE
$43.1B
$1.02M ﹤0.01%
10,926
-1,030
-9% -$80.1K
RGTI icon
631
Rigetti Computing
RGTI
$4.83B
$1.01M ﹤0.01%
1,020,591
+990,591
+3,302% +$1.13M
PLNT icon
632
Planet Fitness
PLNT
$4.43B
$1M ﹤0.01%
13,712
-1,722
-11% -$106K
FELE icon
633
Franklin Electric
FELE
$4.85B
$1M ﹤0.01%
10,353
– –
CHTR icon
634
Charter Communications
CHTR
$16.7B
$1,000K ﹤0.01%
2,572
+104
+4% +$42.4K
EIX icon
635
Edison International
EIX
$30.7B
$992K ﹤0.01%
13,874
+435
+3% +$28.6K
BLFS icon
636
BioLife Solutions
BLFS
$1.56B
$988K ﹤0.01%
60,818
-20,500
-25% -$262K
IJS icon
637
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$980K ﹤0.01%
9,509
-300
-3% -$27.3K
CFR icon
638
Cullen/Frost Bankers
CFR
$10.5B
$974K ﹤0.01%
8,982
– –
HGV icon
639
Hilton Grand Vacations
HGV
$4.14B
$970K ﹤0.01%
24,139
-3,428
-12% -$129K
UCB
640
United Community Banks
UCB
$4.27B
$960K ﹤0.01%
+32,818
New +$838K
ADM icon
641
Archer Daniels Midland
ADM
$40.1B
$960K ﹤0.01%
13,286
-635
-5% -$46.5K
NDSN icon
642
Nordson
NDSN
$16.9B
$959K ﹤0.01%
3,630
+1,405
+63% +$326K
UBER icon
643
Uber
UBER
$144B
$959K ﹤0.01%
15,568
+6,426
+70% +$336K
GPN icon
644
Global Payments
GPN
$23.9B
$942K ﹤0.01%
7,418
-212
-3% -$24.6K
LEN icon
645
Lennar Class A
LEN
$21.1B
$938K ﹤0.01%
6,504
-14
-0.2% -$1.69K
PSQH icon
646
PSQ Holdings
PSQH
$12.4M
$934K ﹤0.01%
11,883
– –
COIN icon
647
Coinbase
COIN
$44.2B
$931K ﹤0.01%
5,354
-9
-0.2% -$983
BKR icon
648
Baker Hughes
BKR
$58B
$929K ﹤0.01%
27,181
+1,944
+8% +$66.3K
GSY icon
649
Invesco Ultra Short Duration ETF
GSY
$3.86B
$918K ﹤0.01%
18,405
-930
-5% -$46.3K
THG icon
650
Hanover Insurance
THG
$7.84B
$915K ﹤0.01%
7,536
-724
-9% -$86.1K
24 25
26
27 28

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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.