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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
DOX icon
701
Amdocs
DOX
$5.83B
$749K ﹤0.01%
8,527
– –
NXST icon
702
Nexstar Media Group
NXST
$5.92B
$748K ﹤0.01%
4,771
-127
-3% -$18.6K
SCHF icon
703
Schwab International Equity ETF
SCHF
$65.5B
$746K ﹤0.01%
40,360
+5,572
+16% +$96.7K
CCI icon
704
Crown Castle
CCI
$33.1B
$745K ﹤0.01%
6,468
-39,693
-86% -$4.07M
MKC icon
705
McCormick & Company Non-Voting
MKC
$13.9B
$745K ﹤0.01%
10,887
+2,768
+34% +$181K
RBC icon
706
RBC Bearings
RBC
$18.2B
$743K ﹤0.01%
2,609
– –
QUAL icon
707
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$742K ﹤0.01%
5,044
+2,340
+87% +$324K
CSL icon
708
Carlisle Companies
CSL
$14.1B
$739K ﹤0.01%
2,367
-502
-17% -$138K
TWST icon
709
Twist Bioscience
TWST
$5.51B
$738K ﹤0.01%
20,027
– –
PRFZ icon
710
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.78B
$734K ﹤0.01%
19,570
-1,380
-7% -$46.3K
WEX icon
711
WEX
WEX
$6.23B
$734K ﹤0.01%
3,771
+219
+6% +$39.7K
TXT icon
712
Textron
TXT
$15.6B
$728K ﹤0.01%
9,055
+102
+1% +$7.91K
WOLF icon
713
Wolfspeed
WOLF
$1.14B
$721K ﹤0.01%
16,579
-13
-0.1% -$472
SKYY icon
714
First Trust Cloud Computing ETF
SKYY
$2.82B
$720K ﹤0.01%
8,214
+19
+0.2% +$1.51K
IFF icon
715
International Flavors & Fragrances
IFF
$20.2B
$718K ﹤0.01%
8,866
+2,906
+49% +$210K
SEB icon
716
Seaboard Corp
SEB
$4.36B
$718K ﹤0.01%
201
– –
SPG icon
717
Simon Property Group
SPG
$76.8B
$716K ﹤0.01%
5,017
+696
+16% +$84.1K
ASND icon
718
Ascendis Pharma A/S
ASND
$16.7B
$714K ﹤0.01%
+5,668
New +$565K
BBJP icon
719
JPMorgan BetaBuilders Japan ETF
BBJP
$17.1B
$710K ﹤0.01%
+13,510
New +$687K
DT icon
720
Dynatrace
DT
$12.7B
$705K ﹤0.01%
12,885
+5,919
+85% +$299K
RIO icon
721
Rio Tinto
RIO
$149B
$705K ﹤0.01%
9,463
+1,958
+26% +$131K
HACK icon
722
Amplify Cybersecurity ETF
HACK
$2.65B
$704K ﹤0.01%
11,655
+317
+3% +$17.4K
SRE icon
723
Sempra
SRE
$59.2B
$703K ﹤0.01%
9,402
-1,426
-13% -$102K
BIIB icon
724
Biogen
BIIB
$30.4B
$701K ﹤0.01%
2,710
+11
+0.4% +$2.7K
ZBRA icon
725
Zebra Technologies
ZBRA
$13.5B
$701K ﹤0.01%
2,563
+96
+4% +$21.9K
27 28
29
30 31

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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.