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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
OSK icon
326
Oshkosh
OSK
$9.51B
$9.22M 0.02%
121,192
+2,284
+2% +$207K
IVW icon
327
iShares S&P 500 Growth ETF
IVW
$71.9B
$8.88M 0.02%
90,147
+2,673
+3% +$163K
GIS icon
328
General Mills
GIS
$20.1B
$8.82M 0.02%
106,138
-318
-0.3% -$25.4K
ORLY icon
329
O'Reilly Automotive
ORLY
$75.6B
$8.7M 0.02%
153,675
-30
-0% -$1.64K
FAST icon
330
Fastenal
FAST
$55.2B
$8.51M 0.02%
231,142
-12,150
-5% -$312K
ABNB icon
331
Airbnb
ABNB
$90.9B
$8.51M 0.02%
68,369
+28,117
+70% +$3.21M
ES icon
332
Eversource Energy
ES
$28.4B
$8.21M 0.02%
161,634
+155,206
+2,415% +$12.3M
OABI icon
333
OmniAb
OABI
$286M
$8.18M 0.02%
59,660
+782
+1% +$2.95K
VEU icon
334
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$8.14M 0.02%
177,854
+8,332
+5% +$441K
CP icon
335
Canadian Pacific Kansas City
CP
$81.4B
$8.11M 0.02%
105,430
-1,725
-2% -$133K
FCX icon
336
Freeport-McMoran
FCX
$88.6B
$7.92M 0.02%
33,803
-135
-0.4% -$5.62K
AMPS
337
DELISTED
Altus Power
AMPS
$7.84M 0.02%
1,430,671
-93,419
-6% -$656K
ACEL icon
338
Accel Entertainment
ACEL
$1.01B
$7.78M 0.02%
853,988
-106,859
-11% -$961K
ZWS icon
339
Zurn Elkay Water Solutions
ZWS
$8.23B
$7.77M 0.02%
363,889
+5,208
+1% +$115K
VIG icon
340
Vanguard Dividend Appreciation ETF
VIG
$113B
$7.72M 0.02%
90,722
-2,117
-2% -$324K
STR
341
DELISTED
Sitio Royalties
STR
$7.69M 0.02%
1,535,548
+206,104
+16% +$5.11M
MAR icon
342
Marriott International
MAR
$101B
$7.68M 0.02%
145,805
-433
-0.3% -$72.1K
CMI icon
343
Cummins
CMI
$88.5B
$7.66M 0.02%
32,069
-266
-0.8% -$64.9K
BILL icon
344
BILL Holdings
BILL
$4.62B
$7.6M 0.02%
93,637
+60,835
+185% +$5.64M
HPQ icon
345
HP
HPQ
$25.9B
$7.34M 0.02%
42,990
-4,646
-10% -$133K
GILD icon
346
Gilead Sciences
GILD
$167B
$7.31M 0.02%
70,861
-4,005
-5% -$332K
XLK icon
347
State Street Technology Select Sector SPDR ETF
XLK
$112B
$7.27M 0.02%
95,044
-5,542
-6% -$381K
IEX icon
348
IDEX
IEX
$16.6B
$7.12M 0.02%
116,462
-4,444
-4% -$1.01M
G icon
349
Genpact
G
$5.87B
$7.03M 0.02%
245,686
-2,857
-1% -$133K
GBDC icon
350
Golub Capital BDC
GBDC
$3.38B
$7M 0.02%
128,024
-27
-0% -$364
12 13
14
15 16

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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.