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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
BF.A icon
676
Brown-Forman Class A
BF.A
$13.4B
$824K ﹤0.01%
13,823
+1,869
+16% +$110K
J icon
677
Jacobs Solutions
J
$16.6B
$822K ﹤0.01%
7,659
+871
+13% +$94.8K
JMSB icon
678
John Marshall Bancorp
JMSB
$333M
$817K ﹤0.01%
36,204
-5,008
-12% -$96.2K
VGSH icon
679
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$817K ﹤0.01%
+14,001
New +$809K
RY icon
680
Royal Bank of Canada
RY
$295B
$811K ﹤0.01%
8,020
-367
-4% -$32.3K
QLD icon
681
ProShares Ultra QQQ
QLD
$12.2B
$811K ﹤0.01%
21,336
-620
-3% -$20.4K
VSS icon
682
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$810K ﹤0.01%
7,042
+1,388
+25% +$149K
PHYS icon
683
Sprott Physical Gold
PHYS
$14.5B
$809K ﹤0.01%
50,788
-2,020
-4% -$31K
HPQ icon
684
HP
HPQ
$25.9B
$809K ﹤0.01%
26,876
-11,531
-30% -$323K
BRBR icon
685
BellRing Brands
BRBR
$1.59B
$807K ﹤0.01%
14,559
-28,595
-66% -$1.38M
EXPO icon
686
Exponent
EXPO
$3.15B
$806K ﹤0.01%
9,158
+3,753
+69% +$307K
CHX
687
DELISTED
ChampionX
CHX
$804K ﹤0.01%
27,529
+2,261
+9% +$70K
XYZ
688
Block Inc
XYZ
$49.5B
$804K ﹤0.01%
10,395
-34
-0.3% -$1.92K
PHM icon
689
Pultegroup
PHM
$25.7B
$798K ﹤0.01%
7,729
– –
BSV icon
690
Vanguard Short-Term Bond ETF
BSV
$44.7B
$797K ﹤0.01%
10,348
+4,534
+78% +$343K
BMO icon
691
Bank of Montreal
BMO
$127B
$782K ﹤0.01%
7,900
-500
-6% -$41.7K
CE icon
692
Celanese
CE
$4.77B
$776K ﹤0.01%
4,995
+341
+7% +$44.5K
CRSP icon
693
CRISPR Therapeutics
CRSP
$4.68B
$776K ﹤0.01%
+12,395
New +$685K
VCIT icon
694
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$770K ﹤0.01%
9,475
+1,128
+14% +$87.1K
BAX icon
695
Baxter International
BAX
$12.6B
$769K ﹤0.01%
19,894
+1,818
+10% +$64.3K
RPM icon
696
RPM International
RPM
$14.3B
$767K ﹤0.01%
6,871
+2,910
+73% +$294K
LNT icon
697
Alliant Energy
LNT
$19.1B
$767K ﹤0.01%
14,949
-49,978
-77% -$2.49M
CEG icon
698
Constellation Energy
CEG
$92.8B
$766K ﹤0.01%
6,549
-15
-0.2% -$1.75K
TTC icon
699
Toro Company
TTC
$9.08B
$760K ﹤0.01%
7,918
+16
+0.2% +$1.37K
LUCK
700
Lucky Strike Entertainment
LUCK
$955M
$750K ﹤0.01%
53,000
– –
26 27
28
29 30

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FAF
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BGIM
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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.