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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
IWY icon
851
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$398K ﹤0.01%
2,271
– –
LII icon
852
Lennox International
LII
$19B
$398K ﹤0.01%
889
– –
KHC icon
853
Kraft Heinz
KHC
$31.1B
$396K ﹤0.01%
10,718
+1,669
+18% +$56.7K
WAL icon
854
Western Alliance Bancorporation
WAL
$9.04B
$396K ﹤0.01%
6,017
-931
-13% -$47K
FE icon
855
FirstEnergy
FE
$28.5B
$394K ﹤0.01%
10,750
-1,815
-14% -$65.7K
DFUS
856
Dimensional US Equity ETF
DFUS
$20.6B
$393K ﹤0.01%
7,590
– –
ETR icon
857
Entergy
ETR
$53.1B
$393K ﹤0.01%
+7,758
New +$379K
GDXJ icon
858
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
$390K ﹤0.01%
10,279
– –
CR icon
859
Crane Co
CR
$13.1B
$385K ﹤0.01%
3,258
+602
+23% +$60.7K
FC icon
860
Franklin Covey
FC
$245M
$385K ﹤0.01%
8,842
– –
VCSH icon
861
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$385K ﹤0.01%
4,972
+1,150
+30% +$87.1K
EXPD icon
862
Expeditors International
EXPD
$22.4B
$384K ﹤0.01%
3,018
+15
+0.5% +$1.77K
COKE icon
863
Coca-Cola Consolidated
COKE
$12.4B
$381K ﹤0.01%
4,100
– –
CTRA
864
DELISTED
Coterra Energy
CTRA
$378K ﹤0.01%
14,808
+4,214
+40% +$113K
SPTS icon
865
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.09B
$377K ﹤0.01%
+12,980
New +$374K
KRE icon
866
State Street SPDR S&P Regional Banking ETF
KRE
$4.47B
$377K ﹤0.01%
7,183
+1,033
+17% +$46.2K
DGRO icon
867
iShares Core Dividend Growth ETF
DGRO
$42.8B
$376K ﹤0.01%
6,994
+1,313
+23% +$66.6K
IVZ icon
868
Invesco
IVZ
$13.3B
$376K ﹤0.01%
21,073
+272
+1% +$3.92K
MINT icon
869
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$374K ﹤0.01%
+3,750
New +$375K
XNCR icon
870
Xencor
XNCR
$1.47B
$373K ﹤0.01%
17,563
+2,500
+17% +$47.6K
SEE
871
DELISTED
Sealed Air
SEE
$372K ﹤0.01%
10,175
-10,509
-51% -$345K
PHG icon
872
Philips
PHG
$24.3B
$371K ﹤0.01%
17,792
-7,882
-31% -$143K
ARCB icon
873
ArcBest
ARCB
$3.31B
$371K ﹤0.01%
3,087
-250
-7% -$27.7K
PNW icon
874
Pinnacle West Capital
PNW
$12.8B
$371K ﹤0.01%
5,163
-2
-0% -$147
VLUE icon
875
iShares MSCI USA Value Factor ETF
VLUE
$9.38B
$368K ﹤0.01%
+3,642
New +$339K
33 34
35
36 37

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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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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.