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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
CNR
826
Core Natural Resources Inc
CNR
$4.16B
$449K ﹤0.01%
+4,465
New +$454K
TTE icon
827
TotalEnergies
TTE
$187B
$448K ﹤0.01%
6,651
+168
+3% +$11.2K
GATX icon
828
GATX Corp
GATX
$6.52B
$447K ﹤0.01%
3,722
+900
+32% +$99.3K
TIP icon
829
iShares TIPS Bond ETF
TIP
$14.5B
$443K ﹤0.01%
4,125
-1,448
-26% -$151K
PAGP icon
830
Plains GP Holdings
PAGP
$5.16B
$441K ﹤0.01%
+27,670
New +$437K
IRTC icon
831
iRhythm Holdings
IRTC
$3.69B
$440K ﹤0.01%
4,114
-855
-17% -$74.5K
DFAC icon
832
Dimensional US Core Equity 2 ETF
DFAC
$47.6B
$439K ﹤0.01%
15,006
– –
FTRE icon
833
Fortrea Holdings
FTRE
$1.82B
$437K ﹤0.01%
12,512
+15
+0.1% +$459
VIS icon
834
Vanguard Industrials ETF
VIS
$8.26B
$434K ﹤0.01%
1,969
– –
COLD icon
835
Americold
COLD
$4.17B
$433K ﹤0.01%
14,314
-434
-3% -$12.1K
RYAN icon
836
Ryan Specialty Holdings
RYAN
$5.59B
$432K ﹤0.01%
10,045
-38
-0.4% -$1.71K
VIOV icon
837
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$430K ﹤0.01%
4,860
– –
NEM icon
838
Newmont
NEM
$98.5B
$428K ﹤0.01%
10,351
-1,164
-10% -$44.9K
IBTF
839
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$428K ﹤0.01%
18,400
– –
BXSL icon
840
Blackstone Secured Lending
BXSL
$5.35B
$425K ﹤0.01%
15,393
+1,789
+13% +$49.4K
CNH
841
CNH Industrial
CNH
$13.7B
$422K ﹤0.01%
34,626
+6,983
+25% +$78K
FTNT icon
842
Fortinet
FTNT
$112B
$410K ﹤0.01%
7,008
-2,146
-23% -$119K
SPOT icon
843
Spotify
SPOT
$102B
$408K ﹤0.01%
2,173
-73
-3% -$12.7K
B
844
Barrick Mining
B
$62.6B
$408K ﹤0.01%
22,556
+4,125
+22% +$67.7K
NDAQ icon
845
Nasdaq
NDAQ
$52.5B
$405K ﹤0.01%
6,974
+458
+7% +$24.1K
IGPT icon
846
Invesco AI and Next Gen Software ETF
IGPT
$1.16B
$405K ﹤0.01%
10,500
– –
SWK icon
847
Stanley Black & Decker
SWK
$14.6B
$405K ﹤0.01%
4,126
-1,233
-23% -$109K
WDS icon
848
Woodside Energy
WDS
$41.4B
$403K ﹤0.01%
19,123
-505,645
-96% -$10.8M
SCHV
849
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$402K ﹤0.01%
17,223
-45
-0.3% -$984
VGK icon
850
Vanguard FTSE Europe ETF
VGK
$30.1B
$398K ﹤0.01%
6,177
+8
+0.1% +$479
32 33
34
35 36

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.