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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
PFSI icon
951
PennyMac Financial
PFSI
$4.39B
$288K ﹤0.01%
+3,258
New +$245K
MRNA icon
952
Moderna
MRNA
$22.1B
$285K ﹤0.01%
2,868
-479
-14% -$40.3K
COLB icon
953
Columbia Banking Systems
COLB
$8.74B
$285K ﹤0.01%
+10,672
New +$237K
EWJ icon
954
iShares MSCI Japan ETF
EWJ
$21.7B
$284K ﹤0.01%
4,429
+494
+13% +$30.2K
DLR icon
955
Digital Realty Trust
DLR
$72.4B
$283K ﹤0.01%
2,103
-217
-9% -$28K
RF icon
956
Regions Financial
RF
$26.2B
$282K ﹤0.01%
14,546
+870
+6% +$14.4K
MTH icon
957
Meritage Homes
MTH
$4.89B
$281K ﹤0.01%
+3,224
New +$222K
RDVY icon
958
First Trust Rising Dividend Achievers ETF
RDVY
$24.6B
$280K ﹤0.01%
5,428
+113
+2% +$5.34K
SOXX icon
959
iShares Semiconductor ETF
SOXX
$42.7B
$279K ﹤0.01%
+1,452
New +$244K
FTI icon
960
TechnipFMC
FTI
$29.9B
$278K ﹤0.01%
13,791
-2,071
-13% -$42.4K
INSP icon
961
Inspire Medical Systems
INSP
$1.47B
$277K ﹤0.01%
+1,360
New +$220K
SNAP icon
962
Snap
SNAP
$7.6B
$276K ﹤0.01%
16,296
-3,159
-16% -$38.7K
INDB icon
963
Independent Bank
INDB
$4.03B
$275K ﹤0.01%
4,181
+20
+0.5% +$1.1K
HOLX
964
DELISTED
Hologic
HOLX
$274K ﹤0.01%
3,834
-151
-4% -$10.5K
LEN.B icon
965
Lennar Class B
LEN.B
$20.1B
$274K ﹤0.01%
2,148
– –
EXR icon
966
Extra Space Storage
EXR
$31.3B
$274K ﹤0.01%
1,707
+36
+2% +$4.58K
CHS
967
DELISTED
Chicos FAS, Inc.
CHS
$273K ﹤0.01%
36,003
– –
TD icon
968
Toronto Dominion Bank
TD
$198B
$273K ﹤0.01%
4,218
-2,378
-36% -$143K
Z icon
969
Zillow
Z
$7.32B
$271K ﹤0.01%
4,688
-6,277
-57% -$277K
ENVX icon
970
Enovix
ENVX
$923M
$271K ﹤0.01%
24,759
+1,656
+7% +$16.3K
BUD icon
971
AB InBev
BUD
$156B
$270K ﹤0.01%
+4,171
New +$246K
HAL icon
972
Halliburton
HAL
$26.8B
$269K ﹤0.01%
7,446
-944
-11% -$36.3K
XHB icon
973
State Street SPDR S&P Homebuilders ETF
XHB
$1.68B
$269K ﹤0.01%
2,807
-130
-4% -$10.6K
KRG icon
974
Kite Realty
KRG
$5.99B
$268K ﹤0.01%
11,724
-294
-2% -$6.28K
SF
975
Stifel
SF
$12.5B
$268K ﹤0.01%
5,804
+264
+5% +$10.9K
37 38
39
40 41

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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.