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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
TBLU
876
Tortoise Global Water ETF
TBLU
$56.8M
$368K ﹤0.01%
8,400
– –
BZ icon
877
Kanzhun
BZ
$7.03B
$368K ﹤0.01%
22,137
-60,789
-73% -$954K
OABI icon
878
OmniAb
OABI
$294M
$368K ﹤0.01%
59,584
– –
BBAX icon
879
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.61B
$366K ﹤0.01%
+7,385
New +$339K
STX icon
880
Seagate
STX
$185B
$365K ﹤0.01%
4,281
-91
-2% -$6.79K
XLB icon
881
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$361K ﹤0.01%
8,440
+204
+2% +$8.16K
KEX icon
882
Kirby Corp
KEX
$7.76B
$361K ﹤0.01%
4,595
– –
SFBS
883
ServisFirst Bancshares
SFBS
$4.82B
$360K ﹤0.01%
5,397
– –
TQQQ icon
884
ProShares UltraPro QQQ
TQQQ
$31.4B
$357K ﹤0.01%
+14,074
New +$292K
K
885
DELISTED
Kellanova
K
$354K ﹤0.01%
6,329
-1,590
-20% -$83.1K
SON icon
886
Sonoco
SON
$5.8B
$351K ﹤0.01%
6,288
+400
+7% +$21.7K
BOTZ icon
887
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.2B
$351K ﹤0.01%
12,325
+3,522
+40% +$89.9K
CGW icon
888
Invesco S&P Global Water Index ETF
CGW
$1.05B
$351K ﹤0.01%
6,626
+120
+2% +$5.86K
IGSB icon
889
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$351K ﹤0.01%
+6,841
New +$344K
SBLK icon
890
Star Bulk Carriers
SBLK
$3.02B
$349K ﹤0.01%
16,400
-5,900
-26% -$116K
ESGU icon
891
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$348K ﹤0.01%
3,321
+745
+29% +$73K
TDOC icon
892
Teladoc Health
TDOC
$1.61B
$348K ﹤0.01%
+16,159
New +$298K
AXON
893
Axon Enterprise
AXON
$42.4B
$346K ﹤0.01%
1,339
-1,056
-44% -$238K
MGM icon
894
MGM Resorts International
MGM
$11.8B
$345K ﹤0.01%
7,724
+988
+15% +$38.8K
ALE
895
DELISTED
Allete
ALE
$344K ﹤0.01%
5,623
+178
+3% +$10K
XT icon
896
iShares Future Exponential Technologies ETF
XT
$3.78B
$342K ﹤0.01%
+5,711
New +$308K
IBTG icon
897
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$336K ﹤0.01%
14,700
– –
INGR icon
898
Ingredion
INGR
$6.4B
$336K ﹤0.01%
3,095
-50
-2% -$5.02K
VYMI icon
899
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$335K ﹤0.01%
5,031
-452
-8% -$28.4K
HII icon
900
Huntington Ingalls Industries
HII
$11.4B
$333K ﹤0.01%
1,282
-3
-0.2% -$700
34 35
36
37 38

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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.