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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
ME
1126
DELISTED
23andMe Holding Co
ME
$9.52K ﹤0.01%
521
– –
CYN icon
1127
Cyngn
CYN
$16M
$7.96K ﹤0.01%
+4
New +$16.3K
GMDA
1128
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$6.03K ﹤0.01%
14,620
– –
SENS icon
1129
Senseonics Holdings Inc
SENS
$262M
$5.73K ﹤0.01%
503
– –
DNA.WS
1130
DELISTED
Ginkgo Bioworks Holdings, Inc. Warrants, each whole warrant exercisable to purchase one-fortieth (1/40th) of a share of Class A Common Stock at an exercise price of $460.00 per share
DNA.WS
$5.38K ﹤0.01%
50,000
– –
BHIL
1131
DELISTED
Benson Hill, Inc.
BHIL
$4.95K ﹤0.01%
813
– –
TCRT icon
1132
Alaunos Therapeutics
TCRT
$4.71M
$3.54K ﹤0.01%
333
-3
-0.9% -$36
EMPD
1133
Empery Digital
EMPD
$89.7M
– –
0
– –
AAL icon
1134
American Airlines Group
AAL
$9.9B
– –
-10,064
Closed -$129K
ACP
1135
abrdn Income Credit Strategies Fund
ACP
$641M
– –
-11,225
Closed -$76.3K
ADPV icon
1136
Adaptiv Select ETF
ADPV
$182M
– –
-17,168
Closed -$416K
ALDX icon
1137
Aldeyra Therapeutics
ALDX
$95.3M
– –
-17,150
Closed -$115K
ARKG icon
1138
ARK Genomic Revolution ETF
ARKG
$1.54B
– –
-28,225
Closed -$786K
AROC icon
1139
Archrock
AROC
$6.26B
– –
-334,760
Closed -$4.22M
BG icon
1140
Bunge Global
BG
$22.8B
– –
-2,023
Closed -$219K
BGS icon
1141
B&G Foods
BGS
$291M
– –
-10,199
Closed -$101K
BIRD icon
1142
Smartbird Inc
BIRD
$22.1M
– –
-782
Closed -$17.4K
BROS icon
1143
Dutch Bros
BROS
$9.01B
– –
-12,796
Closed -$298K
CACI icon
1144
CACI
CACI
$11B
– –
-797
Closed -$250K
CAG icon
1145
Conagra Brands
CAG
$7.29B
– –
-8,672
Closed -$238K
CDC icon
1146
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$745M
– –
-8,874
Closed -$496K
CFO icon
1147
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
– –
-5,933
Closed -$350K
CWEN icon
1148
Clearway Energy Class C
CWEN
$5B
– –
-865,740
Closed -$18.3M
DAN icon
1149
Dana Inc
DAN
$2.93B
– –
-17,342
Closed -$254K
EFG icon
1150
iShares MSCI EAFE Growth ETF
EFG
$16.4B
– –
-2,850
Closed -$246K
44 45
46
47 48

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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.