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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
BNDX icon
926
Vanguard Total International Bond ETF
BNDX
$82.2B
$305K ﹤0.01%
+6,169
New +$300K
ONB icon
927
Old National Bancorp
ONB
$10.1B
$304K ﹤0.01%
18,017
+3,063
+20% +$46K
SMH icon
928
VanEck Semiconductor ETF
SMH
$66.1B
$304K ﹤0.01%
+1,737
New +$272K
IDU icon
929
iShares US Utilities ETF
IDU
$1.39B
$302K ﹤0.01%
3,782
+25
+0.7% +$1.92K
BIDU icon
930
Baidu
BIDU
$35.8B
$302K ﹤0.01%
2,532
-162
-6% -$18.7K
FFIV icon
931
F5
FFIV
$23B
$301K ﹤0.01%
1,684
+40
+2% +$6.53K
PSA icon
932
Public Storage
PSA
$60.5B
$300K ﹤0.01%
983
-74
-7% -$19.6K
RGLD icon
933
Royal Gold
RGLD
$17.1B
$299K ﹤0.01%
2,474
-2,001
-45% -$226K
FBIN icon
934
Fortune Brands Innovations
FBIN
$6.14B
$298K ﹤0.01%
3,911
+207
+6% +$13.6K
LEA icon
935
Lear
LEA
$7.26B
$298K ﹤0.01%
2,108
-170
-7% -$22.8K
VDE icon
936
Vanguard Energy ETF
VDE
$9.87B
$297K ﹤0.01%
2,535
+712
+39% +$85.3K
JEPQ icon
937
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39B
$297K ﹤0.01%
+5,942
New +$287K
TEAM icon
938
Atlassian
TEAM
$24.3B
$296K ﹤0.01%
1,245
-72
-5% -$14.1K
INDA icon
939
iShares MSCI India ETF
INDA
$6.77B
$296K ﹤0.01%
6,062
+1,499
+33% +$68.2K
STAG icon
940
STAG Industrial
STAG
$7.77B
$296K ﹤0.01%
7,530
+565
+8% +$20.1K
HRL icon
941
Hormel Foods
HRL
$14.3B
$295K ﹤0.01%
9,191
+365
+4% +$11.9K
UHS icon
942
Universal Health Services
UHS
$9.64B
$294K ﹤0.01%
1,928
+10
+0.5% +$1.35K
SPXL icon
943
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.53B
$293K ﹤0.01%
2,813
– –
EXAS
944
DELISTED
Exact Sciences
EXAS
$292K ﹤0.01%
3,950
+29
+0.7% +$1.9K
FNDF icon
945
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$290K ﹤0.01%
+8,589
New +$275K
OLED icon
946
Universal Display
OLED
$3.81B
$290K ﹤0.01%
1,514
– –
FSK icon
947
FS KKR Capital
FSK
$3.04B
$289K ﹤0.01%
14,469
+4,120
+40% +$80.9K
HBAN icon
948
Huntington Bancshares
HBAN
$34.7B
$288K ﹤0.01%
22,665
+9,505
+72% +$104K
WPC icon
949
W.P. Carey
WPC
$17B
$288K ﹤0.01%
4,448
-829
-16% -$47.8K
EBAY icon
950
eBay
EBAY
$50.3B
$288K ﹤0.01%
6,606
-873
-12% -$36.1K
36 37
38
39 40

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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.