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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
SHOP icon
301
Shopify
SHOP
$165B
$7.08M 0.02%
224,159
+12,635
+6% +$431K
HQY icon
302
HealthEquity
HQY
$8.28B
$7.03M 0.02%
114,130
-800
-0.7% -$53.8K
RSG icon
303
Republic Services
RSG
$66.7B
$6.99M 0.02%
57,897
-3,878
-6% -$517K
VOT icon
304
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$6.91M 0.02%
42,127
+17,508
+71% +$3.17M
IYW icon
305
iShares US Technology ETF
IYW
$23.3B
$6.75M 0.02%
90,606
-3,102
-3% -$237K
RHI icon
306
Robert Half
RHI
$4.07B
$6.7M 0.02%
812,041
-729,874
-47% -$55.7M
NVDA icon
307
NVIDIA
NVDA
$4.76T
$6.65M 0.02%
1,106,900
-726,970
-40% -$10.7M
LILAK icon
308
Liberty Latin America Class C
LILAK
$1.55B
$6.59M 0.02%
953,257
+201,573
+27% +$1.38M
PLUG icon
309
Plug Power
PLUG
$2.87B
$6.53M 0.02%
527,902
+38,767
+8% +$617K
CMI icon
310
Cummins
CMI
$91.3B
$6.52M 0.02%
32,335
-482
-1% -$115K
NFLX icon
311
Netflix
NFLX
$293B
$6.38M 0.02%
319,890
-253,540
-44% -$7.11M
DDOG icon
312
Datadog
DDOG
$89.7B
$6.26M 0.02%
85,219
+26,367
+45% +$2.06M
TWLO icon
313
Twilio
TWLO
$29.5B
$6.25M 0.02%
127,978
+15,577
+14% +$887K
CAT icon
314
Caterpillar
CAT
$402B
$6.08M 0.02%
46,947
+489
+1% +$106K
GL icon
315
Globe Life
GL
$13.5B
$6.06M 0.02%
50,241
-117
-0.2% -$13.4K
ALL icon
316
Allstate
ALL
$67.3B
$5.97M 0.02%
53,471
+1,264
+2% +$165K
PNR icon
317
Pentair
PNR
$10.2B
$5.9M 0.02%
131,842
-2,736
-2% -$119K
ESTC icon
318
Elastic
ESTC
$6.37B
$5.83M 0.02%
113,276
-32,161
-22% -$1.93M
MRSH
319
Marsh
MRSH
$87.5B
$5.77M 0.02%
62,345
-1,181
-2% -$193K
INTU icon
320
Intuit
INTU
$83.1B
$5.64M 0.02%
93,837
-93,165
-50% -$37M
FRSH icon
321
Freshworks
FRSH
$2.99B
$5.6M 0.02%
380,395
+149,687
+65% +$2.07M
AYI icon
322
Acuity Brands
AYI
$10.1B
$5.53M 0.02%
33,419
+11,049
+49% +$1.96M
IWN icon
323
iShares Russell 2000 Value ETF
IWN
$14.4B
$5.44M 0.02%
56,932
-2,293
-4% -$324K
TFC icon
324
Truist Financial
TFC
$63.7B
$5.42M 0.02%
141,367
-9,622
-6% -$422K
MMM icon
325
3M
MMM
$91.9B
$5.27M 0.02%
73,487
-5,541
-7% -$565K
11 12
13
14 15

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CWM
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VRS
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FAF
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BGIM
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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.