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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
LNC icon
976
Lincoln National
LNC
$7.88B
$267K ﹤0.01%
9,891
-147
-1% -$3.53K
SSNC icon
977
SS&C Technologies
SSNC
$18.1B
$267K ﹤0.01%
4,365
-41
-0.9% -$2.24K
TPR icon
978
Tapestry
TPR
$29.8B
$266K ﹤0.01%
+7,234
New +$223K
CMC icon
979
Commercial Metals
CMC
$7.53B
$265K ﹤0.01%
+5,288
New +$241K
SNN icon
980
Smith & Nephew
SNN
$13.1B
$260K ﹤0.01%
9,547
-4,820
-34% -$119K
AESI icon
981
Atlas Energy Solutions
AESI
$1.43B
$260K ﹤0.01%
+15,111
New +$278K
IBCP icon
982
Independent Bank Corp
IBCP
$774M
$260K ﹤0.01%
+10,000
New +$213K
PTON icon
983
Peloton Interactive
PTON
$2.71B
$260K ﹤0.01%
42,668
-5,852
-12% -$31.5K
HPE icon
984
Hewlett Packard
HPE
$63.8B
$260K ﹤0.01%
15,288
-313
-2% -$5.1K
CADE
985
DELISTED
Cadence Bank
CADE
$260K ﹤0.01%
+8,770
New +$214K
WTV icon
986
WisdomTree US Value Fund
WTV
$3.22B
$259K ﹤0.01%
3,774
– –
DKNG icon
987
DraftKings
DKNG
$12B
$256K ﹤0.01%
7,255
-48,391
-87% -$1.62M
VTR icon
988
Ventas
VTR
$48.7B
$254K ﹤0.01%
5,103
-899
-15% -$40.3K
AES icon
989
AES
AES
$10.6B
$254K ﹤0.01%
13,179
+110
+0.8% +$1.79K
FMS icon
990
Fresenius Medical Care
FMS
$13.4B
$253K ﹤0.01%
12,136
-5,593
-32% -$107K
APO icon
991
Apollo Global Management
APO
$71.6B
$252K ﹤0.01%
2,705
+5
+0.2% +$441
DON icon
992
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$251K ﹤0.01%
+5,483
New +$230K
WU icon
993
Western Union
WU
$2.55B
$250K ﹤0.01%
21,010
– –
FNB icon
994
FNB Corp
FNB
$6.71B
$250K ﹤0.01%
18,184
+6,419
+55% +$76K
CATH icon
995
Global X S&P 500 Catholic Values ETF
CATH
$1.27B
$250K ﹤0.01%
4,306
– –
LECO icon
996
Lincoln Electric
LECO
$14.1B
$250K ﹤0.01%
+1,148
New +$221K
TRC icon
997
Tejon Ranch
TRC
$476M
$248K ﹤0.01%
14,423
-500
-3% -$8.11K
ENV
998
DELISTED
ENVESTNET, INC.
ENV
$248K ﹤0.01%
5,009
-130,187
-96% -$5.32M
TTWO icon
999
Take-Two Interactive
TTWO
$45.3B
$248K ﹤0.01%
+1,540
New +$230K
DEA
1000
Easterly Government Properties
DEA
$1.17B
$246K ﹤0.01%
7,333
+1,929
+36% +$57K
38 39
40
41 42

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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.