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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$2.63B 5.58%
7,004,149
-198,012
-3% -$70.5M
AAPL icon
2
Apple
AAPL
$4.72T
$2.07B 4.39%
10,767,500
-132,731
-1% -$24.5M
AMZN icon
3
Amazon
AMZN
$2.51T
$1.73B 3.66%
11,377,266
+83,611
+0.7% +$11.7M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.89T
$1.1B 2.32%
7,847,190
-350,390
-4% -$47.1M
V icon
5
Visa
V
$669B
$950M 2.01%
3,650,712
-24,127
-0.7% -$5.95M
ODFL icon
6
Old Dominion Freight Line
ODFL
$48B
$852M 1.8%
4,203,838
+24,032
+0.6% +$4.77M
UNH icon
7
UnitedHealth
UNH
$385B
$761M 1.61%
1,445,933
-33,954
-2% -$18.1M
BX icon
8
Blackstone
BX
$99.6B
$727M 1.54%
5,554,119
-390,086
-7% -$42.2M
AZN icon
9
AstraZeneca
AZN
$261B
$709M 1.5%
5,212,457
+444,589
+9% +$57.8M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.89T
$679M 1.44%
4,820,795
-439,324
-8% -$59.6M
HD icon
11
Home Depot
HD
$324B
$678M 1.44%
1,957,351
+37,663
+2% +$11.7M
SPGI icon
12
S&P Global
SPGI
$124B
$610M 1.29%
1,383,911
-28,152
-2% -$11.1M
NVDA icon
13
NVIDIA
NVDA
$5.06T
$560M 1.19%
11,313,590
+7,728,980
+216% +$358M
ROP icon
14
Roper Technologies
ROP
$35.1B
$551M 1.17%
1,010,150
-16,283
-2% -$8.39M
JPM icon
15
JPMorgan Chase
JPM
$930B
$547M 1.16%
3,215,505
-49,214
-2% -$7.46M
ABT icon
16
Abbott
ABT
$175B
$546M 1.16%
4,962,011
-40,531
-0.8% -$4.05M
DHR icon
17
Danaher
DHR
$135B
$537M 1.14%
2,321,711
-356,482
-13% -$75.9M
NEE icon
18
NextEra Energy
NEE
$187B
$487M 1.03%
8,012,720
-420,356
-5% -$24M
HON icon
19
Honeywell
HON
$78B
$477M 1.01%
2,411,611
-61,705
-2% -$11.1M
CRM icon
20
Salesforce
CRM
$129B
$450M 0.95%
1,709,368
-282,906
-14% -$64M
CSCO icon
21
Cisco
CSCO
$444B
$445M 0.94%
8,800,759
-125,088
-1% -$6.39M
LLY icon
22
Eli Lilly
LLY
$1.06T
$438M 0.93%
751,276
-147
-0% -$85.8K
MLM icon
23
Martin Marietta Materials
MLM
$32.8B
$431M 0.91%
863,265
-15,824
-2% -$7.13M
LIN icon
24
Linde
LIN
$234B
$426M 0.9%
1,037,578
-23,654
-2% -$9.33M
UNP icon
25
Union Pacific
UNP
$181B
$421M 0.89%
1,713,523
-27,160
-2% -$5.97M
1
2 3 4 5

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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.