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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
JEPI icon
76
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$174M 0.37%
3,172,309
+187,656
+6% +$10.1M
CMG icon
77
Chipotle Mexican Grill
CMG
$40.8B
$171M 0.36%
3,734,400
-11,550
-0.3% -$481K
SPY icon
78
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$165M 0.35%
347,539
+135,642
+64% +$60.4M
META icon
79
Meta Platforms (Facebook)
META
$1.51T
$160M 0.34%
452,606
-9,167
-2% -$2.99M
SCHW
80
Charles Schwab
SCHW
$177B
$158M 0.34%
2,299,355
-142,007
-6% -$8.2M
VTV icon
81
Vanguard Value ETF
VTV
$189B
$155M 0.33%
1,034,763
-76,119
-7% -$10.7M
ISRG icon
82
Intuitive Surgical
ISRG
$121B
$150M 0.32%
444,902
+812
+0.2% +$242K
SHW icon
83
Sherwin-Williams
SHW
$78.3B
$149M 0.32%
478,572
-1,213
-0.3% -$326K
VWO icon
84
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$148M 0.31%
3,612,133
-106,708
-3% -$4.23M
APH icon
85
Amphenol
APH
$188B
$146M 0.31%
2,950,348
+17,690
+0.6% +$781K
OKE icon
86
Oneok
OKE
$58.7B
$146M 0.31%
2,079,141
-379,177
-15% -$25.4M
VEA icon
87
Vanguard FTSE Developed Markets ETF
VEA
$226B
$146M 0.31%
3,042,693
+141,692
+5% +$6.34M
MELI icon
88
Mercado Libre
MELI
$91.3B
$145M 0.31%
92,020
+920
+1% +$1.3M
ACES icon
89
ALPS Clean Energy ETF
ACES
$109M
$141M 0.3%
3,935,068
-1,478,260
-27% -$48M
WDAY icon
90
Workday
WDAY
$33.4B
$140M 0.3%
508,259
-7,490
-1% -$1.78M
ENTG icon
91
Entegris
ENTG
$19.7B
$138M 0.29%
1,150,714
+91,067
+9% +$9.24M
FTAI icon
92
FTAI Aviation
FTAI
$22.2B
$133M 0.28%
2,858,682
+1,359,302
+91% +$54.3M
BRK.B icon
93
Berkshire Hathaway Class B
BRK.B
$1.07T
$133M 0.28%
371,803
+9,754
+3% +$3.42M
ABBV icon
94
AbbVie
ABBV
$458B
$130M 0.28%
839,227
+115
+0% +$16.8K
FIS icon
95
Fidelity National Information Services
FIS
$21.5B
$129M 0.27%
2,144,116
-216,114
-9% -$11.9M
MRK icon
96
Merck
MRK
$324B
$125M 0.26%
1,146,245
+35,684
+3% +$3.7M
LHX icon
97
L3Harris
LHX
$55.9B
$124M 0.26%
590,957
-11,291
-2% -$2.12M
TDG icon
98
TransDigm Group
TDG
$69.2B
$121M 0.26%
119,783
-121
-0.1% -$112K
EQIX icon
99
Equinix
EQIX
$107B
$119M 0.25%
148,220
-1,257
-0.8% -$965K
IWM icon
100
iShares Russell 2000 ETF
IWM
$80.9B
$118M 0.25%
585,500
+31,202
+6% +$5.59M
2 3
4
5 6

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CWM
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VRS
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FAF
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BGIM
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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.