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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
DT icon
251
Dynatrace
DT
$12.7B
$20.1M 0.04%
474,780
+2,474
+0.5% +$100K
A icon
252
Agilent Technologies
A
$39.7B
$19.6M 0.04%
141,430
+4,679
+3% +$684K
DJP icon
253
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$786M
$18.7M 0.04%
592,214
+62,131
+12% +$1.99M
LQD icon
254
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$18.4M 0.04%
193,447
-16,404
-8% -$1.78M
WBD icon
255
Warner Bros
WBD
$64.2B
$18.3M 0.04%
823,696
+25,633
+3% +$365K
SUB icon
256
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$18.1M 0.04%
298,606
-2,180
-0.7% -$228K
COR icon
257
Cencora
COR
$62.2B
$18.1M 0.04%
113,062
+1,486
+1% +$236K
DE icon
258
Deere & Co
DE
$173B
$17.8M 0.04%
43,001
+816
+2% +$338K
AB icon
259
AllianceBernstein
AB
$3.49B
$17.7M 0.04%
484,189
+169,516
+54% +$6.39M
EVRG icon
260
Evergy
EVRG
$19.7B
$17.7M 0.04%
+225,668
New +$13.7M
ECL icon
261
Ecolab
ECL
$79.6B
$17.6M 0.04%
146,600
-19,372
-12% -$3.02M
AEE icon
262
Ameren
AEE
$31.1B
$17.6M 0.04%
204,082
-50,370
-20% -$4.31M
ALB icon
263
Albemarle
ALB
$13.3B
$17.5M 0.04%
79,056
+35,879
+83% +$8.84M
FND icon
264
Floor & Decor
FND
$6.14B
$17.4M 0.04%
182,850
+7,804
+4% +$701K
ENV
265
DELISTED
ENVESTNET, INC.
ENV
$16.9M 0.04%
150,738
-18,686
-11% -$1.16M
NPWR icon
266
NET Power
NPWR
$126M
$16.6M 0.04%
287,872
+37,872
+15% +$387K
BDX icon
267
Becton Dickinson
BDX
$45.8B
$16.5M 0.04%
66,610
-540
-0.8% -$132K
PG icon
268
Procter & Gamble
PG
$347B
$16.4M 0.04%
393,841
-8,116
-2% -$1.16M
ORCL icon
269
Oracle
ORCL
$346B
$16.4M 0.04%
394,532
-16,714
-4% -$1.47M
RMD icon
270
ResMed
RMD
$30.3B
$16.3M 0.04%
147,880
-1,378
-0.9% -$299K
VZ icon
271
Verizon
VZ
$201B
$16.1M 0.04%
164,849
-14,235
-8% -$561K
BERY
272
DELISTED
Berry Global Group, Inc.
BERY
$16.1M 0.04%
298,080
-2,363
-0.8% -$131K
TECH icon
273
Bio-Techne
TECH
$11.2B
$15.8M 0.03%
+212,772
New +$16.4M
CVS icon
274
CVS Health
CVS
$140B
$15.5M 0.03%
208,816
-20,552
-9% -$1.72M
IWD icon
275
iShares Russell 1000 Value ETF
IWD
$82.2B
$15.4M 0.03%
173,249
-11,663
-6% -$1.8M
9 10
11
12 13

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
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CIM
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PPFA
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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.