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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
-14.11%
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
$38.5B
AUM Growth
-$7.31B
Cap. Flow
-$216M
Cap. Flow %
-0.56%
Top 10 Hldgs %
25.55%
Holding
1,345
New
81
Increased
320
Reduced
515
Closed
138

Top Buys

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$183M
2
LHX icon
L3Harris
LHX
+$106M
3
AZN icon
AstraZeneca
AZN
+$97.8M
4
SIVB
SVB Financial Group
SIVB
+$78.3M
5
INTU icon
Intuit
INTU
+$69.4M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$200M
2
DHI icon
D.R. Horton
DHI
+$117M
3
NVDA icon
NVIDIA
NVDA
+$91.4M
4
URI icon
United Rentals
URI
+$88.6M
5
RHI icon
Robert Half
RHI
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RRX icon
276
Regal Rexnord
RRX
$14.2B
$13.3M 0.03%
116,933
-2,885
-2% -$367K
TFX icon
277
Teleflex
TFX
$5.85B
$13.2M 0.03%
53,663
-1,868
-3% -$544K
DE icon
278
Deere & Co
DE
$170B
$13.1M 0.03%
43,784
-15,870
-27% -$5.84M
VZ icon
279
Verizon
VZ
$194B
$13M 0.03%
255,448
-4,057
-2% -$205K
HUBS icon
280
HubSpot
HUBS
$10.5B
$13M 0.03%
43,087
-709
-2% -$259K
GNRC icon
281
Generac Holdings
GNRC
$11.9B
$12.8M 0.03%
+60,780
New +$14.9M
MCO icon
282
Moody's
MCO
$81.7B
$12.7M 0.03%
46,643
-1,485
-3% -$444K
ROST icon
283
Ross Stores
ROST
$76.6B
$12.6M 0.03%
178,922
-4,231
-2% -$377K
MRVL icon
284
Marvell Technology
MRVL
$174B
$12.5M 0.03%
286,661
-685,923
-71% -$38.9M
WBD icon
285
Warner Bros
WBD
$64.6B
$12.5M 0.03%
+929,129
New +$17.2M
JD icon
286
JD.com
JD
$40.8B
$12.4M 0.03%
193,289
+20,946
+12% +$1.21M
RJF icon
287
Raymond James Financial
RJF
$32.5B
$12.3M 0.03%
137,363
-13,869
-9% -$1.36M
STEM icon
288
Stem
STEM
$49.2M
$12.1M 0.03%
84,834
+18,428
+28% +$3.06M
VEU icon
289
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$12.1M 0.03%
243,130
-17,848
-7% -$956K
FND icon
290
Floor & Decor
FND
$5.81B
$11.3M 0.03%
179,966
-2,807
-2% -$211K
TDG icon
291
TransDigm Group
TDG
$69.2B
$11.3M 0.03%
20,982
-2,589
-11% -$1.53M
MO icon
292
Altria Group
MO
$122B
$11.2M 0.03%
269,088
-6,221
-2% -$322K
ADSK icon
293
Autodesk
ADSK
$44.3B
$11.1M 0.03%
64,559
-86,611
-57% -$16.7M
TGT icon
294
Target
TGT
$62.1B
$11M 0.03%
78,211
-412,103
-84% -$79M
SFM icon
295
Sprouts Farmers Market
SFM
$7.04B
$11M 0.03%
433,744
-135,384
-24% -$3.76M
IAU icon
296
iShares Gold Trust
IAU
$63B
$10.9M 0.03%
316,962
-26,645
-8% -$948K
VBK icon
297
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$10.8M 0.03%
54,949
-16,074
-23% -$3.48M
LMT icon
298
Lockheed Martin
LMT
$134B
$10.8M 0.03%
25,168
+453
+2% +$199K
AGG icon
299
iShares Core US Aggregate Bond ETF
AGG
$138B
$10.7M 0.03%
104,936
-2,216
-2% -$228K
ASH icon
300
Ashland
ASH
$3.04B
$10.6M 0.03%
103,256
-1,152
-1% -$118K
10 11
12
13 14

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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 Q2 2022 Portfolio in Review

As of Q2 2022, CIBC Private Wealth Group held 1,345 positions worth $38.5B, down 16% from $45.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2022 filing shows 81 new, 320 increased, 515 reduced and 138 closed positions. Its largest new stake was IQVIA: 842,748 shares worth $183M. The largest sale was Medtronic, an estimated $200M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2022 buy was IQVIA: 842,748 shares worth $183M.
  • CIBC Private Wealth Group added most to L3Harris in Q2 2022, an estimated $106M increase.
  • CIBC Private Wealth Group's biggest Q2 2022 reduction was Medtronic, cutting an estimated $200M.
  • CIBC Private Wealth Group fully exited Anaplan, Inc. in Q2 2022, selling an estimated $14.9M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $38.5B portfolio in Q2 2022.
  • CIBC Private Wealth Group opened 81 new positions and closed 138 in Q2 2022.
  • CIBC Private Wealth Group's portfolio value fell 16% quarter-over-quarter to $38.5B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2022, filed 3 Aug 2022.