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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
TKC icon
1101
Turkcell
TKC
$4.79B
$85.9K ﹤0.01%
17,850
– –
EVLV icon
1102
Evolv Technologies
EVLV
$980M
$82.9K ﹤0.01%
17,554
– –
SMSI icon
1103
Smith Micro Software
SMSI
$14.1M
$82.6K ﹤0.01%
+2,500
New +$92.8K
ADTH
1104
DELISTED
AdTheorent Holding Co
ADTH
$81.6K ﹤0.01%
56,307
-10,000
-15% -$12.7K
PCF
1105
High Income Securities Fund
PCF
$99.2M
$79.6K ﹤0.01%
12,400
– –
USA icon
1106
Liberty All-Star Equity Fund
USA
$1.76B
$72.3K ﹤0.01%
11,325
-9,100
-45% -$55.3K
CHPT icon
1107
ChargePoint
CHPT
$140M
$50.9K ﹤0.01%
1,088
-38
-3% -$2.13K
NOK icon
1108
Nokia
NOK
$51.8B
$50.7K ﹤0.01%
14,837
-4,500
-23% -$15.3K
CIM
1109
Chimera Investment
CIM
$1.05B
$49.9K ﹤0.01%
3,333
– –
PCT icon
1110
PureCycle Technologies
PCT
$1.2B
$42.5K ﹤0.01%
10,500
+400
+4% +$1.76K
PPT
1111
Franklin Premier Income Trust
PPT
$323M
$42.3K ﹤0.01%
11,845
+155
+1% +$532
STEM icon
1112
Stem
STEM
$50M
$41.9K ﹤0.01%
540
-110,237
-100% -$7.6M
XFOR icon
1113
X4 Pharmaceuticals
XFOR
$372M
$37.7K ﹤0.01%
1,500
– –
HLGN
1114
DELISTED
Heliogen, Inc.
HLGN
$36.8K ﹤0.01%
18,389
– –
SLDP icon
1115
Solid Power
SLDP
$481M
$29.1K ﹤0.01%
20,085
+8,675
+76% +$13K
MTTR
1116
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$28.4K ﹤0.01%
10,546
– –
ABEV icon
1117
Ambev
ABEV
$47.4B
$28.1K ﹤0.01%
10,031
– –
BDSX icon
1118
Biodesix
BDSX
$230M
$24.1K ﹤0.01%
655
– –
BIVI icon
1119
BioVie
BIVI
$10.3M
$22.4K ﹤0.01%
178
– –
VIVK
1120
Vivakor
VIVK
$1.4M
$20.9K ﹤0.01%
5
– –
VUZI icon
1121
Vuzix
VUZI
$194M
$20.9K ﹤0.01%
10,000
– –
REI icon
1122
Ring Energy
REI
$297M
$18.3K ﹤0.01%
12,500
– –
QVCGA
1123
DELISTED
QVC Group Inc Series A
QVCGA
$13.4K ﹤0.01%
307
-7,076
-96% -$243K
KSCP icon
1124
Knightscope
KSCP
$25.2M
$12K ﹤0.01%
400
– –
CLOV icon
1125
Clover Health Investments
CLOV
$2.25B
$9.52K ﹤0.01%
10,000
– –
43 44
45
46 47

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
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.