We are live on ! Find out more
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
IR icon
201
Ingersoll Rand
IR
$33B
$37.5M 0.08%
484,303
+6,132
+1% +$419K
FIVE icon
202
Five Below
FIVE
$11.2B
$37.4M 0.08%
175,343
+2,500
+1% +$459K
MNST icon
203
Monster Beverage
MNST
$91.4B
$37.1M 0.08%
643,676
+11,261
+2% +$602K
STR
204
DELISTED
Sitio Royalties
STR
$36.8M 0.08%
1,565,773
– –
SBUX icon
205
Starbucks
SBUX
$118B
$36.7M 0.08%
382,057
+17,640
+5% +$1.72M
BABA icon
206
Alibaba
BABA
$269B
$35.8M 0.08%
912,364
+460,174
+102% +$36.7M
CRL icon
207
Charles River Laboratories
CRL
$10.9B
$34.7M 0.07%
146,654
+262
+0.2% +$51.5K
KEYS icon
208
Keysight
KEYS
$54.5B
$34.5M 0.07%
216,617
+2,948
+1% +$400K
XEL icon
209
Xcel Energy
XEL
$51B
$33.7M 0.07%
544,678
-91,455
-14% -$5.49M
CCK icon
210
Crown Holdings
CCK
$12.8B
$33.6M 0.07%
364,599
+4,033
+1% +$342K
AON icon
211
Aon
AON
$77.3B
$33.5M 0.07%
115,090
+135
+0.1% +$43.2K
WCN
212
Waste Connections
WCN
$42.8B
$33.5M 0.07%
224,353
+3,995
+2% +$549K
IJR icon
213
iShares Core S&P Small-Cap ETF
IJR
$109B
$33.5M 0.07%
309,276
+12,067
+4% +$1.16M
ALNY icon
214
Alnylam Pharmaceuticals
ALNY
$36.3B
$33.2M 0.07%
173,701
-429
-0.2% -$73.1K
EQNR icon
215
Equinor
EQNR
$95.9B
$33.1M 0.07%
1,045,722
+295,162
+39% +$9.56M
FMX icon
216
Fomento Económico Mexicano
FMX
$43.3B
$32.8M 0.07%
251,693
+7,492
+3% +$891K
CL icon
217
Colgate-Palmolive
CL
$72.6B
$32.7M 0.07%
410,057
-3,114
-0.8% -$234K
HUM icon
218
Humana
HUM
$46.7B
$32.3M 0.07%
70,662
-775
-1% -$382K
USFD icon
219
US Foods
USFD
$21.4B
$31.8M 0.07%
699,980
+13,235
+2% +$547K
TRU icon
220
TransUnion
TRU
$14.8B
$31.6M 0.07%
460,203
+124,492
+37% +$7.58M
KLAC icon
221
KLA
KLAC
$275B
$31.5M 0.07%
542,040
+11,220
+2% +$584K
SFM icon
222
Sprouts Farmers Market
SFM
$7.04B
$31.1M 0.07%
646,187
+11,581
+2% +$507K
NTCT icon
223
NETSCOUT
NTCT
$2.86B
$31M 0.07%
1,412,739
– –
MDT icon
224
Medtronic
MDT
$107B
$30.9M 0.07%
374,630
-122,634
-25% -$9.35M
FANG icon
225
Diamondback Energy
FANG
$57.6B
$30.7M 0.07%
198,126
+5,163
+3% +$809K
7 8
9
10 11

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.