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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
HWM icon
101
Howmet Aerospace
HWM
$116B
$115M 0.24%
2,129,945
+419,884
+25% +$20.7M
IWB icon
102
iShares Russell 1000 ETF
IWB
$47.7B
$115M 0.24%
438,340
+70,783
+19% +$17.3M
JNJ icon
103
Johnson & Johnson
JNJ
$635B
$112M 0.24%
717,254
+3,938
+0.6% +$604K
MPLX icon
104
MPLX
MPLX
$59.5B
$111M 0.24%
3,028,327
+574,737
+23% +$20.7M
ACN icon
105
Accenture
ACN
$89.9B
$110M 0.23%
314,626
+39,701
+14% +$12.8M
TXN icon
106
Texas Instruments
TXN
$255B
$110M 0.23%
645,639
-24,185
-4% -$3.75M
AVGO icon
107
Broadcom
AVGO
$1.82T
$104M 0.22%
936,130
+266,550
+40% +$25.2M
INTU icon
108
Intuit
INTU
$81.1B
$103M 0.22%
165,486
+41,681
+34% +$23M
BN icon
109
Brookfield
BN
$102B
$101M 0.21%
3,779,900
-45,105
-1% -$1.02M
WEC icon
110
WEC Energy
WEC
$37.7B
$101M 0.21%
1,198,681
-232,303
-16% -$19.1M
TRGP icon
111
Targa Resources
TRGP
$60.4B
$101M 0.21%
1,158,478
-32,975
-3% -$2.83M
BRO icon
112
Brown & Brown
BRO
$22.9B
$99.3M 0.21%
1,396,213
-12,917
-0.9% -$923K
ASML icon
113
ASML
ASML
$675B
$98.3M 0.21%
129,941
+16,643
+15% +$11M
ALC icon
114
Alcon
ALC
$33.1B
$97.7M 0.21%
1,252,136
+487,419
+64% +$36M
BR icon
115
Broadridge
BR
$17.2B
$97.5M 0.21%
473,820
-1,046
-0.2% -$193K
IDXX icon
116
Idexx Laboratories
IDXX
$42.9B
$97.2M 0.21%
175,098
-1,296
-0.7% -$608K
GLOB icon
117
Globant
GLOB
$1.35B
$96.4M 0.2%
405,124
+160,616
+66% +$32.8M
CRWD icon
118
CrowdStrike
CRWD
$187B
$95.8M 0.2%
1,500,320
-11,256
-0.7% -$589K
CSGP icon
119
CoStar Group
CSGP
$11.3B
$93.7M 0.2%
1,072,575
-159,683
-13% -$12.9M
AMD icon
120
Advanced Micro Devices
AMD
$851B
$92.7M 0.2%
629,168
+51,194
+9% +$6.03M
PAVE icon
121
Global X US Infrastructure Development ETF
PAVE
$14.3B
$92.3M 0.2%
2,679,566
+362,821
+16% +$11.3M
EFA icon
122
iShares MSCI EAFE ETF
EFA
$76.4B
$91.8M 0.19%
1,218,607
+21,214
+2% +$1.5M
IT icon
123
Gartner
IT
$9.41B
$90.3M 0.19%
200,079
-1,046
-0.5% -$418K
CMCSA icon
124
Comcast
CMCSA
$79.1B
$89.7M 0.19%
2,045,138
-6,635
-0.3% -$284K
BEPC icon
125
Brookfield Renewable
BEPC
$6.12B
$82.3M 0.17%
2,857,704
-453,242
-14% -$11.6M
3 4
5
6 7

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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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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.