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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
+4.89%
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
$45.2B
AUM Growth
+$15.4B
Cap. Flow
-$497M
Cap. Flow %
-1.1%
Top 10 Hldgs %
26.15%
Holding
954
New
95
Increased
317
Reduced
373
Closed
67

Top Buys

Rank Stock Value
1
ARES icon
Ares Management
ARES
+$126M
2
VICI icon
VICI Properties
VICI
+$93.3M
3
AVB icon
AvalonBay Communities
AVB
+$90.7M
4
ICE icon
Intercontinental Exchange
ICE
+$86.6M
5
COP icon
ConocoPhillips
COP
+$70.4M

Top Sells

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$408M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$170M
3
SIVB
SVB Financial Group
SIVB
+$109M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$92.4M
5
EOG icon
EOG Resources
EOG
+$86.4M

Sector Composition

Rank Sector Weight
1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CWEN icon
226
Clearway Energy Class C
CWEN
$4.9B
$23.6M 0.05%
751,800
+450,447
+149% +$14.5M
ESI icon
227
Element Solutions
ESI
$8.89B
$23.5M 0.05%
51,179
-3,768
-7% -$74.3K
ITW icon
228
Illinois Tool Works
ITW
$84.9B
$23.5M 0.05%
158,910
-3,797
-2% -$886K
TXO icon
229
TXO Partners LP
TXO
$705M
$23.1M 0.05%
+510,362
New +$11.7M
BMY icon
230
Bristol-Myers Squibb
BMY
$130B
$22.9M 0.05%
330,705
-14,284
-4% -$1.01M
WMT icon
231
Walmart Inc
WMT
$900B
$22.9M 0.05%
882,768
-37,239
-4% -$1.77M
APTV icon
232
Aptiv
APTV
$12.6B
$22.9M 0.05%
203,723
-5,145
-2% -$568K
MSCI icon
233
MSCI
MSCI
$42.1B
$22.9M 0.05%
62,126
-756
-1% -$400K
MDXG icon
234
MiMedx Group
MDXG
$649M
$22.5M 0.05%
255,897
-2,500
-1% -$9.68K
VTI icon
235
Vanguard Total Stock Market ETF
VTI
$656B
$22.4M 0.05%
330,129
-27,098
-8% -$5.42M
PAVE icon
236
Global X US Infrastructure Development ETF
PAVE
$14.1B
$22.1M 0.05%
1,223,043
+311,847
+34% +$8.84M
AEP icon
237
American Electric Power
AEP
$72.4B
$22M 0.05%
241,457
-30,093
-11% -$2.75M
RACE icon
238
Ferrari
RACE
$68.6B
$21.9M 0.05%
218,595
+7,397
+4% +$1.89M
XOM icon
239
ExxonMobil
XOM
$634B
$21.9M 0.05%
559,217
-387
-0.1% -$42.8K
VNOM icon
240
Viper Energy
VNOM
$8.21B
$21.9M 0.05%
454,251
-103
-0% -$3.09K
HUBB icon
241
Hubbell
HUBB
$25.6B
$21.8M 0.05%
94,241
-282
-0.3% -$67.5K
HUBS icon
242
HubSpot
HUBS
$12.2B
$21.7M 0.05%
43,461
+1,436
+3% +$524K
CCK icon
243
Crown Holdings
CCK
$13.2B
$21.6M 0.05%
261,399
+3,691
+1% +$312K
FMX icon
244
Fomento Económico Mexicano
FMX
$43.5B
$21.1M 0.05%
258,452
+22,112
+9% +$1.93M
CRL icon
245
Charles River Laboratories
CRL
$11.6B
$20.8M 0.05%
102,826
-587
-0.6% -$133K
SGI
246
Somnigroup International
SGI
$15.2B
$20.5M 0.05%
28,016
+260
+0.9% +$10.3K
SNPS icon
247
Synopsys
SNPS
$73.5B
$20.4M 0.05%
104,918
-1,333
-1% -$476K
TSM icon
248
TSMC
TSM
$2.03T
$20.4M 0.05%
372,250
+35,916
+11% +$3.22M
CMS icon
249
CMS Energy
CMS
$23B
$20.2M 0.04%
329,743
-4,977
-1% -$306K
LNT icon
250
Alliant Energy
LNT
$19.1B
$20.2M 0.04%
377,727
-99,600
-21% -$5.3M
8 9
10
11 12

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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 Q1 2023 Portfolio in Review

As of Q1 2023, CIBC Private Wealth Group held 954 positions worth $45.2B, up 52% from $29.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q1 2023 filing shows 95 new, 317 increased, 373 reduced and 67 closed positions. Its largest new stake was AvalonBay Communities: 531,498 shares worth $89.3M. The largest sale was Charles Schwab, an estimated $408M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2023 buy was AvalonBay Communities: 531,498 shares worth $89.3M.
  • CIBC Private Wealth Group added most to Ares Management in Q1 2023, an estimated $126M increase.
  • CIBC Private Wealth Group's biggest Q1 2023 reduction was Charles Schwab, cutting an estimated $408M.
  • CIBC Private Wealth Group fully exited SVB Financial Group in Q1 2023, selling an estimated $109M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.2B portfolio in Q1 2023.
  • CIBC Private Wealth Group opened 95 new positions and closed 67 in Q1 2023.
  • CIBC Private Wealth Group's portfolio value rose 52% quarter-over-quarter to $45.2B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.