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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
CHKP icon
176
Check Point Software Technologies
CHKP
$13.3B
$45.1M 0.1%
295,407
+6,251
+2% +$883K
ALGN icon
177
Align Technology
ALGN
$12B
$44.6M 0.09%
162,702
-6,078
-4% -$1.44M
AME icon
178
Ametek
AME
$55.5B
$44.4M 0.09%
269,341
+2,962
+1% +$452K
VEEV icon
179
Veeva Systems
VEEV
$30.3B
$44.2M 0.09%
229,828
-8,988
-4% -$1.69M
RHI icon
180
Robert Half
RHI
$3.61B
$44.2M 0.09%
502,774
-22,370
-4% -$1.78M
EEM icon
181
iShares MSCI Emerging Markets ETF
EEM
$28.5B
$43.8M 0.09%
1,090,001
-38,530
-3% -$1.49M
ITW icon
182
Illinois Tool Works
ITW
$81.4B
$43.5M 0.09%
166,246
+5,477
+3% +$1.31M
HUBB icon
183
Hubbell
HUBB
$25.7B
$42.4M 0.09%
129,044
+1,822
+1% +$548K
ORCL icon
184
Oracle
ORCL
$331B
$42.4M 0.09%
402,314
+23,662
+6% +$2.58M
TTD icon
185
Trade Desk
TTD
$8.13B
$41.7M 0.09%
580,148
-23,177
-4% -$1.7M
KNSL icon
186
Kinsale Capital Group
KNSL
$7.95B
$41.7M 0.09%
124,595
-101,092
-45% -$37.5M
BEP icon
187
Brookfield Renewable
BEP
$10B
$41.6M 0.09%
1,583,239
-40,402
-2% -$957K
TSM icon
188
TSMC
TSM
$2.09T
$41.5M 0.09%
398,900
+11,199
+3% +$1.07M
IEX icon
189
IDEX
IEX
$16.5B
$40.9M 0.09%
188,432
+2,371
+1% +$478K
AXP icon
190
American Express
AXP
$223B
$40.8M 0.09%
217,905
+12,439
+6% +$2M
LOW icon
191
Lowe's Companies
LOW
$116B
$40M 0.08%
179,653
+9,583
+6% +$1.94M
SONY icon
192
Sony
SONY
$123B
$39.9M 0.08%
2,104,865
+592,530
+39% +$10.3M
LYG icon
193
Lloyds Banking Group
LYG
$87.4B
$39.8M 0.08%
29,696,591
+17,814,615
+150% +$38.2M
CNI icon
194
Canadian National Railway
CNI
$78.3B
$39.5M 0.08%
314,338
+11,094
+4% +$1.26M
PFE icon
195
Pfizer
PFE
$140B
$39.2M 0.08%
1,361,297
-2,522,877
-65% -$76.3M
KO icon
196
Coca-Cola
KO
$354B
$38.1M 0.08%
645,932
-8,146
-1% -$463K
ANSS
197
DELISTED
Ansys
ANSS
$37.8M 0.08%
104,297
-28,766
-22% -$8.52M
URI icon
198
United Rentals
URI
$71.1B
$37.8M 0.08%
65,894
-407
-0.6% -$192K
TW icon
199
Tradeweb Markets
TW
$21.3B
$37.7M 0.08%
414,957
+94,874
+30% +$8.47M
YUMC icon
200
Yum China
YUMC
$14.9B
$37.5M 0.08%
883,885
-26,400
-3% -$1.23M
6 7
8
9 10

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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.