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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
XOP icon
801
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.48B
$498K ﹤0.01%
3,640
-121
-3% -$17K
CBU icon
802
Community Bank
CBU
$3.3B
$497K ﹤0.01%
9,535
– –
UYG icon
803
ProShares Ultra Financials
UYG
$833M
$497K ﹤0.01%
9,000
– –
CNC icon
804
Centene
CNC
$28.9B
$491K ﹤0.01%
6,614
+980
+17% +$70.7K
DRI icon
805
Darden Restaurants
DRI
$23.9B
$486K ﹤0.01%
2,958
+678
+30% +$103K
FITB
806
Fifth Third Bancorp
FITB
$51.7B
$484K ﹤0.01%
14,036
+687
+5% +$19.1K
CBSH icon
807
Commerce Bancshares
CBSH
$8.56B
$483K ﹤0.01%
9,979
-267
-3% -$11.5K
PRU icon
808
Prudential Financial
PRU
$42.7B
$483K ﹤0.01%
4,654
+697
+18% +$66.9K
DRLL icon
809
Strive US Energy ETF
DRLL
$291M
$481K ﹤0.01%
17,133
– –
MOH icon
810
Molina Healthcare
MOH
$10B
$480K ﹤0.01%
1,328
-128
-9% -$45.1K
FNDA icon
811
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$478K ﹤0.01%
17,282
+148
+0.9% +$3.67K
AKAM icon
812
Akamai
AKAM
$16B
$476K ﹤0.01%
4,025
-5,490
-58% -$611K
PINS icon
813
Pinterest
PINS
$13.3B
$476K ﹤0.01%
+12,842
New +$404K
ILMN icon
814
Illumina
ILMN
$29B
$474K ﹤0.01%
3,499
-23,320
-87% -$2.69M
CYBR
815
DELISTED
CyberArk
CYBR
$474K ﹤0.01%
+2,163
New +$401K
WTS icon
816
Watts Water Technologies
WTS
$11.6B
$468K ﹤0.01%
2,244
– –
HIG icon
817
Hartford Financial Services
HIG
$39.2B
$467K ﹤0.01%
5,813
+337
+6% +$25.4K
VFC icon
818
VF Corp
VFC
$6.82B
$463K ﹤0.01%
24,622
-2,931
-11% -$50.3K
VEGI icon
819
iShares MSCI Agriculture Producers ETF
VEGI
$154M
$456K ﹤0.01%
11,930
– –
IEUR icon
820
iShares Core MSCI Europe ETF
IEUR
$8.78B
$454K ﹤0.01%
8,243
– –
WOOD icon
821
iShares Global Timber & Forestry ETF
WOOD
$264M
$452K ﹤0.01%
5,560
– –
ITOT icon
822
iShares Core S&P Total US Stock Market ETF
ITOT
$93.1B
$452K ﹤0.01%
4,291
-582
-12% -$57K
SJM icon
823
J.M. Smucker
SJM
$13.3B
$451K ﹤0.01%
3,571
-974
-21% -$113K
IYY icon
824
iShares Dow Jones US ETF
IYY
$2.92B
$450K ﹤0.01%
3,866
+1
+0% +$109
EXC icon
825
Exelon
EXC
$49.3B
$450K ﹤0.01%
12,528
-2,800
-18% -$108K
31 32
33
34 35

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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.