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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
IWP icon
276
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$15.3M 0.03%
723,142
-24,885
-3% -$2.22M
BAM icon
277
Brookfield Asset Management
BAM
$76.7B
$15.2M 0.03%
463,525
-14,987
-3% -$487K
ASH icon
278
Ashland
ASH
$3.11B
$14.7M 0.03%
143,423
-647
-0.4% -$67.2K
WFC icon
279
Wells Fargo
WFC
$263B
$14.6M 0.03%
260,557
+3,654
+1% +$159K
CPRT icon
280
Copart
CPRT
$28.4B
$14.6M 0.03%
+389,128
New +$13.2M
PLNT icon
281
Planet Fitness
PLNT
$4.43B
$14.2M 0.03%
243,680
+2,778
+1% +$222K
BAC icon
282
Bank of America
BAC
$439B
$14M 0.03%
488,759
-89,279
-15% -$2.95M
INTC icon
283
Intel
INTC
$435B
$13.9M 0.03%
385,123
-134,030
-26% -$3.8M
IYW icon
284
iShares US Technology ETF
IYW
$23B
$13.9M 0.03%
90,158
-448
-0.5% -$37.6K
CPAY icon
285
Corpay
CPAY
$25.1B
$13.7M 0.03%
111,582
+9,765
+10% +$1.98M
CI icon
286
Cigna
CI
$79.6B
$13.7M 0.03%
75,857
-1,342
-2% -$391K
DPZ icon
287
Domino's
DPZ
$11.6B
$13.6M 0.03%
41,120
-125
-0.3% -$41.6K
YUM icon
288
Yum! Brands
YUM
$41.4B
$13.5M 0.03%
102,575
-4,902
-5% -$631K
BA icon
289
Boeing
BA
$175B
$13.5M 0.03%
63,581
+2,094
+3% +$435K
MCO icon
290
Moody's
MCO
$83.9B
$13.4M 0.03%
43,652
-1,195
-3% -$361K
QQQ icon
291
Invesco QQQ Trust
QQQ
$445B
$13.2M 0.03%
95,745
-3,864
-4% -$1.14M
KMB icon
292
Kimberly-Clark
KMB
$37.5B
$13M 0.03%
39,738
-530
-1% -$68.8K
WY icon
293
Weyerhaeuser
WY
$17.7B
$12.8M 0.03%
104,877
-38,459
-27% -$1.21M
HUM icon
294
Humana
HUM
$46.7B
$12.5M 0.03%
49,655
-421
-0.8% -$208K
ADSK icon
295
Autodesk
ADSK
$50.1B
$12.3M 0.03%
59,151
-2,533
-4% -$522K
GE icon
296
GE Aerospace
GE
$377B
$12.3M 0.03%
100,149
-27,828
-22% -$1.86M
MO icon
297
Altria Group
MO
$125B
$11.8M 0.03%
265,146
+11,592
+5% +$533K
HEP
298
DELISTED
Holly Energy Partners, L.P.
HEP
$11.8M 0.03%
402,041
-5,666
-1% -$104K
TSLA icon
299
Tesla
TSLA
$1.21T
$11.5M 0.03%
97,668
-16,298
-14% -$2.84M
EXE
300
Expand Energy Corp
EXE
$21.2B
$11.4M 0.03%
+150,300
New +$12.4M
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 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.