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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
+7.68%
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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
+$617M
Cap. Flow %
2.07%
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$172M
2
PLD icon
Prologis
PLD
+$104M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$90.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.3M
5
EOG icon
EOG Resources
EOG
+$71.2M

Top Sells

Rank Stock Value
1
LFG
Archaea Energy Inc.
LFG
+$103M
2
AMZN icon
Amazon
AMZN
+$74.1M
3
FIS icon
Fidelity National Information Services
FIS
+$63.4M
4
EW icon
Edwards Lifesciences
EW
+$58M
5
MDT icon
Medtronic
MDT
+$57.7M

Sector Composition

Rank Sector Weight
1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
251
Mercado Libre
MELI
$92.3B
$11.8M 0.04%
26,887
-535
-2% -$476K
G icon
252
Genpact
G
$5.45B
$11.5M 0.04%
248,543
+3,893
+2% +$177K
STEM icon
253
Stem
STEM
$50M
$11.4M 0.04%
63,956
+13,430
+27% +$3.23M
OI icon
254
O-I Glass
OI
$1.41B
$11M 0.04%
666,612
– –
VXF icon
255
Vanguard Extended Market ETF
VXF
$30.5B
$11M 0.04%
90,082
+11,531
+15% +$1.56M
KRP icon
256
Kimbell Royalty Partners
KRP
$1.45B
$10.8M 0.04%
647,169
+497,169
+331% +$8.73M
SPYV icon
257
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$10.6M 0.04%
272,039
+154,048
+131% +$5.9M
OSK icon
258
Oshkosh
OSK
$9.66B
$10.5M 0.04%
118,908
+681
+0.6% +$58.4K
DKS icon
259
Dick's Sporting Goods
DKS
$18.4B
$10.4M 0.04%
586,718
+44,682
+8% +$5.03M
SCHD icon
260
Schwab US Dividend Equity ETF
SCHD
$103B
$10.4M 0.03%
517,464
-23,526
-4% -$581K
IAA
261
DELISTED
IAA, Inc. Common Stock
IAA
$10.3M 0.03%
258,646
+1,290
+0.5% +$48.7K
ADSK icon
262
Autodesk
ADSK
$47.7B
$10.2M 0.03%
61,684
-790
-1% -$159K
IRM icon
263
Iron Mountain
IRM
$37.8B
$10.2M 0.03%
1,188,022
-43,042
-3% -$2.17M
IWO icon
264
iShares Russell 2000 Growth ETF
IWO
$14.4B
$10.2M 0.03%
47,406
+25,227
+114% +$5.53M
MRVL icon
265
Marvell Technology
MRVL
$170B
$10.1M 0.03%
272,685
-11,450
-4% -$467K
ESS icon
266
Essex Property Trust
ESS
$18.7B
$10.1M 0.03%
47,434
-100
-0.2% -$21.9K
BR icon
267
Broadridge
BR
$17.7B
$10M 0.03%
504,001
-17,446
-3% -$2.48M
ENV
268
DELISTED
ENVESTNET, INC.
ENV
$9.99M 0.03%
169,424
-11,060
-6% -$589K
WDS icon
269
Woodside Energy
WDS
$41.4B
$9.98M 0.03%
620,938
+146,124
+31% +$3.47M
BEPC icon
270
Brookfield Renewable
BEPC
$5.95B
$9.94M 0.03%
2,264,674
-307,053
-12% -$9.48M
AMPS
271
DELISTED
Altus Power
AMPS
$9.94M 0.03%
1,524,090
+437,857
+40% +$3.57M
BIPC icon
272
Brookfield Infrastructure
BIPC
$5.03B
$9.71M 0.03%
1,479,550
+54,190
+4% +$2.3M
JAZZ icon
273
Jazz Pharmaceuticals
JAZZ
$16B
$9.63M 0.03%
60,474
-1,263
-2% -$185K
CWEN icon
274
Clearway Energy Class C
CWEN
$5B
$9.6M 0.03%
301,353
-147
-0% -$4.95K
EQIX icon
275
Equinix
EQIX
$103B
$9.47M 0.03%
99,266
-10,699
-10% -$6.61M
9 10
11
12 13

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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 2022 Portfolio in Review

As of Q4 2022, CIBC Private Wealth Group held 976 positions worth $29.8B, down 20% from $37.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q4 2022 filing shows 67 new, 299 increased, 394 reduced and 117 closed positions. Its largest new stake was Nexstar Media Group: 273,647 shares worth $5.02M. The largest sale was Archaea Energy Inc., an estimated $103M.

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

  • CIBC Private Wealth Group's largest Q4 2022 buy was Nexstar Media Group: 273,647 shares worth $5.02M.
  • CIBC Private Wealth Group added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $172M increase.
  • CIBC Private Wealth Group's biggest Q4 2022 reduction was Amazon, cutting an estimated $74.1M.
  • CIBC Private Wealth Group fully exited Archaea Energy Inc. in Q4 2022, selling an estimated $103M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $29.8B portfolio in Q4 2022.
  • CIBC Private Wealth Group opened 67 new positions and closed 117 in Q4 2022.
  • CIBC Private Wealth Group's portfolio value fell 20% quarter-over-quarter to $29.8B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.