We are live on ! Find out more
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
DSGR icon
726
Distribution Solutions Group
DSGR
$1.6B
$699K ﹤0.01%
22,136
– –
PTC icon
727
PTC
PTC
$14.8B
$698K ﹤0.01%
3,992
+34
+0.9% +$5.21K
STT icon
728
State Street
STT
$50B
$697K ﹤0.01%
8,994
-151
-2% -$10.5K
ICSH icon
729
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$695K ﹤0.01%
+13,808
New +$695K
BBEU icon
730
JPMorgan BetaBuilders Europe ETF
BBEU
$9.22B
$694K ﹤0.01%
+12,255
New +$644K
BAH icon
731
Booz Allen Hamilton
BAH
$8.79B
$689K ﹤0.01%
5,386
+435
+9% +$54.2K
PRI icon
732
Primerica
PRI
$10.1B
$676K ﹤0.01%
+3,284
New +$671K
RC
733
Ready Capital
RC
$263M
$667K ﹤0.01%
+65,092
New +$662K
COCO icon
734
Vita Coco
COCO
$3.93B
$665K ﹤0.01%
25,918
-360
-1% -$9.77K
VMC icon
735
Vulcan Materials
VMC
$37.3B
$661K ﹤0.01%
2,913
+410
+16% +$86.8K
ACGL icon
736
Arch Capital
ACGL
$37.2B
$658K ﹤0.01%
8,859
-925
-9% -$75.6K
RKT icon
737
Rocket Companies
RKT
$39.1B
$655K ﹤0.01%
45,242
– –
SOFI icon
738
SoFi Technologies
SOFI
$21.3B
$655K ﹤0.01%
65,785
+1,498
+2% +$11.9K
PWR icon
739
Quanta Services
PWR
$88.2B
$651K ﹤0.01%
3,017
+427
+16% +$78.9K
BBY icon
740
Best Buy
BBY
$18.8B
$644K ﹤0.01%
+8,222
New +$579K
RSPT icon
741
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.4B
$638K ﹤0.01%
19,561
+7
+0% +$206
SAP icon
742
SAP
SAP
$210B
$632K ﹤0.01%
4,089
-1,999
-33% -$289K
DECK icon
743
Deckers Outdoor
DECK
$14.1B
$632K ﹤0.01%
5,670
+90
+2% +$9.15K
RHP icon
744
Ryman Hospitality Properties
RHP
$8.58B
$623K ﹤0.01%
5,658
– –
SWKS icon
745
Skyworks Solutions
SWKS
$9.75B
$620K ﹤0.01%
5,515
+2,269
+70% +$222K
ITCI
746
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$616K ﹤0.01%
8,600
– –
VMI icon
747
Valmont Industries
VMI
$9.35B
$612K ﹤0.01%
2,619
– –
FDS icon
748
Factset
FDS
$10.1B
$611K ﹤0.01%
1,282
-64
-5% -$28.8K
IRDM icon
749
Iridium Communications
IRDM
$4.81B
$611K ﹤0.01%
14,855
– –
CRI icon
750
Carter's
CRI
$1.46B
$611K ﹤0.01%
8,154
-65
-0.8% -$4.51K
28 29
30
31 32

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.