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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
+10.41%
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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.39B
Cap. Flow %
2.88%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
TMCI icon
Treace Medical Concepts
TMCI
+$247M
2
DIS icon
Walt Disney
DIS
+$175M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

Rank Stock Value
1
CI icon
Cigna
CI
+$109M
2
CMCSA icon
Comcast
CMCSA
+$106M
3
BX icon
Blackstone
BX
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

Rank Sector Weight
1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYV icon
351
Live Nation Entertainment
LYV
$42.1B
$8.06M 0.02%
67,322
-2,168
-3% -$234K
VGT icon
352
Vanguard Information Technology ETF
VGT
$136B
$8.03M 0.02%
140,296
+136
+0.1% +$7.47K
SDY icon
353
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$8.02M 0.02%
62,141
+13,659
+28% +$1.7M
RSG icon
354
Republic Services
RSG
$66.6B
$7.98M 0.02%
57,241
+1,707
+3% +$227K
ORLY icon
355
O'Reilly Automotive
ORLY
$75.6B
$7.95M 0.02%
168,870
-195
-0.1% -$8.44K
AMD icon
356
Advanced Micro Devices
AMD
$741B
$7.89M 0.02%
54,804
+33,490
+157% +$4.5M
GE icon
357
GE Aerospace
GE
$377B
$7.83M 0.02%
132,958
+485
+0.4% +$30.5K
SO icon
358
Southern Company
SO
$109B
$7.82M 0.02%
114,103
+3,817
+3% +$243K
CHWY icon
359
Chewy
CHWY
$9.38B
$7.63M 0.02%
129,323
-7,362
-5% -$481K
SLQT icon
360
SelectQuote
SLQT
$132M
$7.58M 0.02%
836,910
-520,250
-38% -$5.7M
VYM icon
361
Vanguard High Dividend Yield ETF
VYM
$81.9B
$7.58M 0.02%
67,598
+15,685
+30% +$1.71M
HWM icon
362
Howmet Aerospace
HWM
$114B
$7.56M 0.02%
237,578
-12,873
-5% -$397K
AMPS
363
DELISTED
Altus Power
AMPS
$7.54M 0.02%
+721,636
New +$7.3M
CMI icon
364
Cummins
CMI
$88.5B
$7.29M 0.02%
33,404
+608
+2% +$139K
CP icon
365
Canadian Pacific Kansas City
CP
$81.4B
$7.17M 0.01%
99,691
+95,496
+2,276% +$6.98M
DM
366
DELISTED
Desktop Metal, Inc.
DM
$7.14M 0.01%
144,166
-100
-0.1% -$6.73K
GIS icon
367
General Mills
GIS
$20.1B
$7.13M 0.01%
105,847
+2,353
+2% +$149K
WY icon
368
Weyerhaeuser
WY
$17.7B
$7.02M 0.01%
170,478
+15,023
+10% +$570K
PTON icon
369
Peloton Interactive
PTON
$2.84B
$7.02M 0.01%
+196,287
New +$12M
REGN icon
370
Regeneron Pharmaceuticals
REGN
$72.9B
$6.98M 0.01%
11,051
+1,121
+11% +$689K
OI icon
371
O-I Glass
OI
$1.39B
$6.78M 0.01%
563,712
+254,360
+82% +$3.22M
VFC icon
372
VF Corp
VFC
$7.16B
$6.72M 0.01%
91,821
-6,569
-7% -$480K
CSX icon
373
CSX Corp
CSX
$94.2B
$6.7M 0.01%
178,229
+2,342
+1% +$82.6K
DOCU
374
DocuSign
DOCU
$10.7B
$6.58M 0.01%
43,222
+25,239
+140% +$5.75M
TPL icon
375
Texas Pacific Land
TPL
$26.9B
$6.46M 0.01%
46,548
– –
13 14
15
16 17

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CIBC Private Wealth Group's Q4 2021 Portfolio in Review

As of Q4 2021, CIBC Private Wealth Group held 1,070 positions worth $48.2B, up 12% from $43B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q4 2021 filing shows 143 new, 482 increased, 257 reduced and 62 closed positions. Its largest new stake was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M. The largest sale was Cigna, an estimated $109M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2021 buy was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M.
  • CIBC Private Wealth Group added most to Treace Medical Concepts in Q4 2021, an estimated $247M increase.
  • CIBC Private Wealth Group's biggest Q4 2021 reduction was Cigna, cutting an estimated $109M.
  • CIBC Private Wealth Group fully exited Everbridge, Inc. Common Stock in Q4 2021, selling an estimated $17.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $48.2B portfolio in Q4 2021.
  • CIBC Private Wealth Group opened 143 new positions and closed 62 in Q4 2021.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $48.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.