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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
EMXC icon
1151
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
– –
-19,607
Closed -$977K
FLR icon
1152
Fluor
FLR
$7.22B
– –
-17,569
Closed -$645K
GMAB icon
1153
Genmab
GMAB
$17.7B
– –
-6,021
Closed -$212K
IONQ icon
1154
IonQ
IONQ
$13.4B
– –
-260,660
Closed -$3.88M
JAZZ icon
1155
Jazz Pharmaceuticals
JAZZ
$16B
– –
-1,719
Closed -$223K
MBLY icon
1156
Mobileye
MBLY
$2.02B
– –
-16,861
Closed -$701K
MGV icon
1157
Vanguard Mega Cap Value ETF
MGV
$13.3B
– –
-2,163
Closed -$219K
NAMS icon
1158
NewAmsterdam Pharma
NAMS
$3.53B
– –
-13,000
Closed -$120K
NOG icon
1159
Northern Oil and Gas
NOG
$2.21B
– –
-5,511
Closed -$222K
NOTE
1160
DELISTED
FiscalNote
NOTE
– –
-1,027
Closed -$25.6K
NVG icon
1161
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.66B
– –
-20,000
Closed -$206K
OGN icon
1162
Organon & Co
OGN
$3.56B
– –
-10,493
Closed -$182K
OHI icon
1163
Omega Healthcare
OHI
$15.3B
– –
-7,736
Closed -$257K
PATH icon
1164
UiPath
PATH
$6.02B
– –
-105,394
Closed -$1.8M
PAVM icon
1165
PAVmed
PAVM
$37.2M
– –
-28
Closed -$3.69K
PAYC icon
1166
Paycom
PAYC
$7.05B
– –
-870
Closed -$226K
PI icon
1167
Impinj
PI
$3.97B
– –
-12,272
Closed -$675K
RL icon
1168
Ralph Lauren
RL
$22.6B
– –
-2,100
Closed -$244K
SCHE icon
1169
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
– –
-10,422
Closed -$250K
SEDG icon
1170
SolarEdge
SEDG
$2.62B
– –
-230,568
Closed -$29.9M
SIRI icon
1171
SiriusXM
SIRI
$10.5B
– –
-1,082
Closed -$48.9K
SNDR icon
1172
Schneider National
SNDR
$6.44B
– –
-7,635
Closed -$211K
SSO icon
1173
ProShares Ultra S&P500
SSO
$7.72B
– –
-11,756
Closed -$314K
TDW icon
1174
Tidewater
TDW
$3.91B
– –
-19,781
Closed -$1.41M
TTMI icon
1175
TTM Technologies
TTMI
$12.8B
– –
-10,610
Closed -$137K
44 45 46
47
48

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
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.