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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
HHH icon
776
Howard Hughes
HHH
$3.92B
$545K ﹤0.01%
6,683
– –
EFV icon
777
iShares MSCI EAFE Value ETF
EFV
$28.4B
$544K ﹤0.01%
10,443
-741
-7% -$36.7K
IYH icon
778
iShares US Healthcare ETF
IYH
$3.45B
$542K ﹤0.01%
9,470
+1,480
+19% +$80.6K
HESM icon
779
Hess Midstream
HESM
$5.13B
$538K ﹤0.01%
17,000
– –
ICF icon
780
iShares Select U.S. REIT ETF
ICF
$2.14B
$536K ﹤0.01%
9,134
-146
-2% -$7.72K
VTS icon
781
Vitesse Energy
VTS
$629M
$536K ﹤0.01%
24,496
-130
-0.5% -$3K
EES icon
782
WisdomTree US SmallCap Earnings Fund
EES
$728M
$535K ﹤0.01%
10,740
– –
SPMD icon
783
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$532K ﹤0.01%
+10,920
New +$486K
BBCA icon
784
JPMorgan BetaBuilders Canada ETF
BBCA
$11B
$531K ﹤0.01%
+8,278
New +$491K
SCHM icon
785
Schwab US Mid-Cap ETF
SCHM
$14.5B
$531K ﹤0.01%
21,135
+12
+0.1% +$275
RBA icon
786
RB Global
RBA
$21.8B
$528K ﹤0.01%
7,893
-598
-7% -$38.4K
ALSN icon
787
Allison Transmission
ALSN
$10B
$525K ﹤0.01%
9,020
– –
BITO icon
788
ProShares Bitcoin Strategy ETF
BITO
$1.4B
$522K ﹤0.01%
25,485
+3,245
+15% +$58.7K
NTR icon
789
Nutrien
NTR
$33.2B
$521K ﹤0.01%
9,246
-126
-1% -$7.12K
SPYD icon
790
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$519K ﹤0.01%
13,255
+2,666
+25% +$95.8K
CPSH icon
791
CPS Technologies
CPSH
$74M
$519K ﹤0.01%
221,024
– –
HRI icon
792
Herc Holdings
HRI
$5.26B
$519K ﹤0.01%
3,487
+900
+35% +$110K
TECK icon
793
Teck Resources
TECK
$29B
$519K ﹤0.01%
12,271
-510
-4% -$19.6K
IGV icon
794
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$515K ﹤0.01%
6,350
– –
TFLO icon
795
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$511K ﹤0.01%
10,121
+3,765
+59% +$190K
GRMN
796
Garmin
GRMN
$48.8B
$510K ﹤0.01%
3,970
-162
-4% -$18.8K
LUV icon
797
Southwest Airlines
LUV
$22.6B
$505K ﹤0.01%
17,491
-217
-1% -$5.64K
NVR icon
798
NVR
NVR
$17.3B
$504K ﹤0.01%
72
+1
+1% +$6.17K
USFR icon
799
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$502K ﹤0.01%
+10,000
New +$504K
BFAM icon
800
Bright Horizons
BFAM
$4.22B
$499K ﹤0.01%
5,295
-1,528
-22% -$130K
30 31
32
33 34

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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.