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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
DXCM icon
151
DexCom
DXCM
$27.6B
$57.4M 0.12%
462,702
+453,917
+5,167% +$46.4M
AZO icon
152
AutoZone
AZO
$48.3B
$56M 0.12%
21,649
+277
+1% +$718K
CB icon
153
Chubb
CB
$140B
$55.3M 0.12%
244,642
+4,403
+2% +$963K
XOM icon
154
ExxonMobil
XOM
$651B
$54.9M 0.12%
549,549
+3,608
+0.7% +$379K
VLTO icon
155
Veralto
VLTO
$22.6B
$54.9M 0.12%
+667,132
New +$49.8M
RACE icon
156
Ferrari
RACE
$63.3B
$54.4M 0.12%
161,025
+50,636
+46% +$16.9M
WMB icon
157
Williams Companies
WMB
$90.5B
$54.2M 0.11%
1,556,748
-40,552
-3% -$1.42M
PAA icon
158
Plains All American Pipeline
PAA
$17.4B
$53.1M 0.11%
3,506,932
-154,167
-4% -$2.35M
BIPC icon
159
Brookfield Infrastructure
BIPC
$5.11B
$51.6M 0.11%
1,461,391
+46,297
+3% +$1.47M
CPRT icon
160
Copart
CPRT
$25.9B
$51.3M 0.11%
1,047,244
+202,846
+24% +$9.58M
BHP icon
161
BHP
BHP
$213B
$50.6M 0.11%
942,001
+420,550
+81% +$25.4M
SBAC icon
162
SBA Communications
SBAC
$18.4B
$50.4M 0.11%
198,569
-1,163
-0.6% -$261K
MSCI icon
163
MSCI
MSCI
$40B
$50.2M 0.11%
88,752
+1,198
+1% +$618K
ELF icon
164
e.l.f. Beauty
ELF
$4.56B
$50.1M 0.11%
346,973
+3,780
+1% +$436K
TM icon
165
Toyota
TM
$210B
$49.8M 0.11%
934,796
+742,409
+386% +$135M
CPAY icon
166
Corpay
CPAY
$24.2B
$49.5M 0.1%
175,154
+30,216
+21% +$7.5M
TSCO icon
167
Tractor Supply
TSCO
$16.3B
$49.1M 0.1%
1,141,130
+8,960
+0.8% +$366K
WES icon
168
Western Midstream Partners
WES
$19.6B
$47.9M 0.1%
1,638,010
+465
+0% +$13K
VTI icon
169
Vanguard Total Stock Market ETF
VTI
$654B
$47.6M 0.1%
200,828
+11,644
+6% +$2.57M
ULTA icon
170
Ulta Beauty
ULTA
$20.4B
$47.6M 0.1%
97,162
+203
+0.2% +$85.6K
GS icon
171
Goldman Sachs
GS
$313B
$46.8M 0.1%
121,410
-127,986
-51% -$42.7M
CAH icon
172
Cardinal Health
CAH
$53.4B
$46.2M 0.1%
458,160
+435,722
+1,942% +$43.2M
WMT icon
173
Walmart Inc
WMT
$871B
$45.9M 0.1%
873,048
+37,086
+4% +$1.96M
QQQ icon
174
Invesco QQQ Trust
QQQ
$450B
$45.7M 0.1%
111,639
+20,100
+22% +$7.63M
MAR icon
175
Marriott International
MAR
$98.7B
$45.4M 0.1%
201,529
+2,178
+1% +$442K
5 6
7
8 9

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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.