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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
SNV
1051
DELISTED
Synovus
SNV
$212K ﹤0.01%
+5,621
New +$172K
ETV
1052
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$212K ﹤0.01%
17,162
– –
CPB icon
1053
Campbell Soup
CPB
$6.67B
$211K ﹤0.01%
+4,888
New +$201K
NTRA icon
1054
Natera
NTRA
$37B
$211K ﹤0.01%
+3,371
New +$168K
CPT icon
1055
Camden Property Trust
CPT
$11.2B
$211K ﹤0.01%
2,122
-2,555
-55% -$237K
WOMN icon
1056
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.2M
$210K ﹤0.01%
6,299
-500
-7% -$15.7K
BBWI icon
1057
Bath & Body Works
BBWI
$4.13B
$209K ﹤0.01%
+4,844
New +$164K
FTEC icon
1058
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
$209K ﹤0.01%
1,455
-208
-13% -$27.5K
VTWG icon
1059
Vanguard Russell 2000 Growth ETF
VTWG
$1.48B
$209K ﹤0.01%
+1,138
New +$187K
IEI icon
1060
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$209K ﹤0.01%
+1,783
New +$203K
VCR icon
1061
Vanguard Consumer Discretionary ETF
VCR
$5.92B
$207K ﹤0.01%
+680
New +$190K
FLO icon
1062
Flowers Foods
FLO
$1.62B
$207K ﹤0.01%
9,199
-2,005
-18% -$43.3K
EWA icon
1063
iShares MSCI Australia ETF
EWA
$1.37B
$207K ﹤0.01%
+8,500
New +$188K
WELL icon
1064
Welltower
WELL
$175B
$206K ﹤0.01%
+2,285
New +$198K
EPR icon
1065
EPR Properties
EPR
$4.85B
$205K ﹤0.01%
+4,240
New +$189K
NSTB
1066
DELISTED
Northern Star Investment Corp. II
NSTB
$205K ﹤0.01%
20,000
– –
OBDC icon
1067
Blue Owl Capital
OBDC
$5.42B
$205K ﹤0.01%
+13,911
New +$198K
SPDW icon
1068
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.8B
$205K ﹤0.01%
+6,027
New +$191K
PBF icon
1069
PBF Energy
PBF
$7.43B
$205K ﹤0.01%
4,661
-1,487
-24% -$67.5K
OTTR icon
1070
Otter Tail
OTTR
$3.87B
$204K ﹤0.01%
+2,400
New +$185K
ROCK icon
1071
Gibraltar Industries
ROCK
$1.36B
$201K ﹤0.01%
+2,544
New +$174K
AMLP icon
1072
Alerian MLP ETF
AMLP
$12.7B
$201K ﹤0.01%
4,722
-1,231
-21% -$52.2K
XMLV icon
1073
Invesco S&P MidCap Low Volatility ETF
XMLV
$759M
$200K ﹤0.01%
+3,770
New +$190K
GXO icon
1074
GXO Logistics
GXO
$6.13B
$200K ﹤0.01%
+3,272
New +$183K
AUR icon
1075
Aurora
AUR
$12.2B
$199K ﹤0.01%
45,600
-1,500
-3% -$3.73K
41 42
43
44 45

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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.