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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
MGRC icon
751
McGrath RentCorp
MGRC
$2.95B
$608K ﹤0.01%
5,083
-315
-6% -$32.8K
BECN
752
DELISTED
Beacon Roofing Supply, Inc.
BECN
$607K ﹤0.01%
6,974
-1,139
-14% -$89.3K
CHDN icon
753
Churchill Downs
CHDN
$6.22B
$606K ﹤0.01%
4,492
– –
PEY icon
754
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$605K ﹤0.01%
28,615
+1,835
+7% +$35.7K
GOAU icon
755
US Global GO Gold and Precious Metal Miners ETF
GOAU
$163M
$604K ﹤0.01%
35,524
– –
EXP icon
756
Eagle Materials
EXP
$6.86B
$601K ﹤0.01%
2,965
+335
+13% +$58.9K
IBTE
757
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$601K ﹤0.01%
25,200
– –
FCPT icon
758
Four Corners Property Trust
FCPT
$2.85B
$589K ﹤0.01%
23,264
– –
FSS icon
759
Federal Signal
FSS
$7.19B
$587K ﹤0.01%
7,643
-1,088
-12% -$72.5K
LDOS icon
760
Leidos
LDOS
$14.9B
$582K ﹤0.01%
5,378
+134
+3% +$13.7K
LABU icon
761
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$538M
$579K ﹤0.01%
4,750
– –
SSD icon
762
Simpson Manufacturing
SSD
$8.16B
$578K ﹤0.01%
2,918
-105
-3% -$16.7K
BEN icon
763
Franklin Resources
BEN
$17.3B
$576K ﹤0.01%
19,348
+1,278
+7% +$31.8K
AZPN
764
DELISTED
Aspen Technology Inc
AZPN
$576K ﹤0.01%
2,616
+17
+0.7% +$3.27K
RWR icon
765
State Street SPDR Dow Jones REIT ETF
RWR
$1.91B
$572K ﹤0.01%
6,004
+81
+1% +$6.96K
BBH icon
766
VanEck Biotech ETF
BBH
$409M
$572K ﹤0.01%
+3,458
New +$532K
VFH icon
767
Vanguard Financials ETF
VFH
$13.6B
$563K ﹤0.01%
6,102
-2,988
-33% -$251K
IVOG icon
768
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.63B
$562K ﹤0.01%
5,718
– –
RDIV icon
769
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.4B
$561K ﹤0.01%
12,834
-665
-5% -$25.8K
UVV icon
770
Universal Corp
UVV
$1.36B
$559K ﹤0.01%
8,300
-2
-0% -$107
CAPL icon
771
CrossAmerica Partners
CAPL
$839M
$559K ﹤0.01%
24,500
– –
VRSN icon
772
VeriSign
VRSN
$25.4B
$553K ﹤0.01%
2,686
-186
-6% -$38.7K
ADUS icon
773
Addus HomeCare
ADUS
$2.23B
$553K ﹤0.01%
5,956
– –
HDV
774
iShares Core High Dividend ETF
HDV
$14.7B
$552K ﹤0.01%
27,085
+85
+0.3% +$1.67K
SPHQ icon
775
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$550K ﹤0.01%
10,161
– –
29 30
31
32 33

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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.