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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
STE icon
901
Steris
STE
$21.3B
$332K ﹤0.01%
1,508
+216
+17% +$45.7K
WHR icon
902
Whirlpool
WHR
$2.44B
$331K ﹤0.01%
2,720
-118
-4% -$13.7K
GSK icon
903
GSK
GSK
$104B
$330K ﹤0.01%
8,916
-294
-3% -$10.6K
TILT icon
904
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
$328K ﹤0.01%
1,800
-150
-8% -$25.3K
AZ icon
905
A2Z Smart Technologies
AZ
$256M
$323K ﹤0.01%
94,400
-22,222
-19% -$77.4K
HEFA icon
906
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$322K ﹤0.01%
10,205
-230
-2% -$7.01K
BF.B icon
907
Brown-Forman Class B
BF.B
$12.6B
$321K ﹤0.01%
5,614
+1,140
+25% +$65.3K
EPP icon
908
iShares MSCI Pacific ex Japan ETF
EPP
$2.19B
$320K ﹤0.01%
7,370
-4,525
-38% -$183K
STXF
909
Strive 500 ETF
STXF
$1.11B
$318K ﹤0.01%
10,413
– –
NTAP icon
910
NetApp
NTAP
$33.3B
$318K ﹤0.01%
3,602
-1,529
-30% -$123K
DBJP icon
911
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$691M
$317K ﹤0.01%
5,105
– –
TER icon
912
Teradyne
TER
$52.4B
$311K ﹤0.01%
2,868
+5
+0.2% +$474
RIVN icon
913
Rivian
RIVN
$23.9B
$311K ﹤0.01%
13,236
+417
+3% +$7.84K
FWONK icon
914
Liberty Media Series C
FWONK
$24.6B
$309K ﹤0.01%
4,902
-71
-1% -$4.64K
ITB icon
915
iShares US Home Construction ETF
ITB
$2.35B
$309K ﹤0.01%
3,041
-400
-12% -$34K
HYD icon
916
VanEck High Yield Muni ETF
HYD
$4.45B
$309K ﹤0.01%
+5,991
New +$297K
UAL icon
917
United Airlines
UAL
$39.1B
$309K ﹤0.01%
7,493
+135
+2% +$5.31K
AIZ icon
918
Assurant
AIZ
$13.7B
$309K ﹤0.01%
1,834
+75
+4% +$11.9K
DAL icon
919
Delta Air Lines
DAL
$57B
$309K ﹤0.01%
7,673
-1,405
-15% -$50.9K
GNR icon
920
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.71B
$307K ﹤0.01%
5,412
+1,190
+28% +$65.4K
ASH icon
921
Ashland
ASH
$3.04B
$306K ﹤0.01%
3,631
-222
-6% -$17.6K
EA icon
922
Electronic Arts
EA
$52.4B
$306K ﹤0.01%
+2,236
New +$296K
FBGX
923
DELISTED
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
$305K ﹤0.01%
439
– –
MUSA icon
924
Murphy USA
MUSA
$11.3B
$305K ﹤0.01%
855
– –
IUSG icon
925
iShares Core S&P US Growth ETF
IUSG
$31.1B
$305K ﹤0.01%
2,928
-301
-9% -$29.7K
35 36
37
38 39

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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.