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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
OEF icon
651
iShares S&P 100 ETF
OEF
$19.8B
$915K ﹤0.01%
4,095
+311
+8% +$65.4K
SCZ icon
652
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$914K ﹤0.01%
14,772
+8,015
+119% +$458K
GLDM icon
653
SPDR Gold MiniShares Trust
GLDM
$27.4B
$914K ﹤0.01%
22,337
-82
-0.4% -$3.21K
EPI icon
654
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$905K ﹤0.01%
22,080
+495
+2% +$18.8K
HLT icon
655
Hilton Worldwide
HLT
$73.4B
$902K ﹤0.01%
4,955
+693
+16% +$113K
LOPE icon
656
Grand Canyon Education
LOPE
$3.99B
$899K ﹤0.01%
6,805
-298
-4% -$38.8K
AVDL
657
DELISTED
Avadel Pharmaceuticals
AVDL
$898K ﹤0.01%
63,629
-29,799
-32% -$350K
DCI icon
658
Donaldson
DCI
$11.1B
$887K ﹤0.01%
13,579
-3,723
-22% -$227K
HSBC icon
659
HSBC
HSBC
$356B
$879K ﹤0.01%
21,676
-37
-0.2% -$1.43K
SGOV icon
660
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$877K ﹤0.01%
8,746
+317
+4% +$31.8K
LFUS icon
661
Littelfuse
LFUS
$9.91B
$875K ﹤0.01%
3,270
+12
+0.4% +$2.87K
DVN icon
662
Devon Energy
DVN
$49.2B
$870K ﹤0.01%
19,208
+5,004
+35% +$229K
ES icon
663
Eversource Energy
ES
$28.4B
$864K ﹤0.01%
14,003
-85,932
-86% -$4.95M
EG icon
664
Everest Group
EG
$15.8B
$860K ﹤0.01%
2,431
+65
+3% +$25.2K
NEOG icon
665
Neogen
NEOG
$2B
$857K ﹤0.01%
42,625
-327
-0.8% -$5.54K
BSX icon
666
Boston Scientific
BSX
$68.5B
$857K ﹤0.01%
14,823
-12,854
-46% -$686K
VTEB icon
667
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$855K ﹤0.01%
+16,758
New +$822K
FERG icon
668
Ferguson
FERG
$45B
$854K ﹤0.01%
4,423
-1,439
-25% -$243K
WSM icon
669
Williams-Sonoma
WSM
$27.8B
$852K ﹤0.01%
8,448
-82
-1% -$7.1K
EL icon
670
Estee Lauder
EL
$30.7B
$845K ﹤0.01%
5,779
-1,097
-16% -$146K
DBRG icon
671
DigitalBridge
DBRG
$2.93B
$838K ﹤0.01%
47,763
+2,645
+6% +$43.5K
EEFT icon
672
Euronet Worldwide
EEFT
$3.15B
$835K ﹤0.01%
8,223
-297,263
-97% -$25.4M
LNW
673
DELISTED
Light & Wonder
LNW
$834K ﹤0.01%
10,155
-1,851
-15% -$149K
IMCB icon
674
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
$832K ﹤0.01%
12,400
– –
CALY
675
Callaway Golf Company
CALY
$3.28B
$832K ﹤0.01%
58,045
+2,730
+5% +$35.1K
25 26
27
28 29

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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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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.