We are live on ! Find out more
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
GE icon
351
GE Aerospace
GE
$377B
$4M 0.01%
127,977
+1,143
+0.9% +$56.2K
KMB icon
352
Kimberly-Clark
KMB
$37.5B
$3.95M 0.01%
40,268
-645
-2% -$82K
PFF icon
353
iShares Preferred and Income Securities ETF
PFF
$13.2B
$3.94M 0.01%
185,318
+3,487
+2% +$108K
CPNG icon
354
Coupang
CPNG
$27.7B
$3.88M 0.01%
359,461
-12,082
-3% -$213K
ACWX icon
355
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$3.86M 0.01%
+87,094
New +$3.82M
APD icon
356
Air Products & Chemicals
APD
$65.2B
$3.85M 0.01%
15,876
-603
-4% -$170K
VYM icon
357
Vanguard High Dividend Yield ETF
VYM
$81.9B
$3.84M 0.01%
78,154
+1,625
+2% +$173K
IVW icon
358
iShares S&P 500 Growth ETF
IVW
$71.9B
$3.83M 0.01%
87,474
-4,479
-5% -$269K
LH icon
359
Labcorp
LH
$25.8B
$3.82M 0.01%
19,681
+2,770
+16% +$541K
VZ icon
360
Verizon
VZ
$201B
$3.62M 0.01%
179,084
-26,520
-13% -$999K
XLK icon
361
State Street Technology Select Sector SPDR ETF
XLK
$112B
$3.58M 0.01%
100,586
-7,550
-7% -$479K
BILL icon
362
BILL Holdings
BILL
$4.62B
$3.57M 0.01%
+32,802
New +$3.94M
BIP icon
363
Brookfield Infrastructure Partners
BIP
$19.3B
$3.49M 0.01%
1,343,418
-30,558
-2% -$1.07M
VRSK icon
364
Verisk Analytics
VRSK
$27.8B
$3.47M 0.01%
21,962
-2,719
-11% -$478K
AON icon
365
Aon
AON
$81.4B
$3.39M 0.01%
130,698
-865
-0.7% -$253K
TROW icon
366
T. Rowe Price
TROW
$26.1B
$3.33M 0.01%
39,495
-2,811
-7% -$318K
SHW icon
367
Sherwin-Williams
SHW
$87.4B
$3.32M 0.01%
501,653
+62,419
+14% +$14.4M
JCI icon
368
Johnson Controls International
JCI
$85.6B
$3.26M 0.01%
107,832
+208
+0.2% +$12.7K
BKLN icon
369
Invesco Senior Loan ETF
BKLN
$6.97B
$3.19M 0.01%
155,574
-78,466
-34% -$1.63M
PYPL icon
370
PayPal
PYPL
$51.4B
$3.17M 0.01%
67,033
-88,787
-57% -$7.11M
DVY icon
371
iShares Select Dividend ETF
DVY
$24.1B
$3.14M 0.01%
45,711
-4,158
-8% -$492K
SITM icon
372
SiTime
SITM
$14.7B
$3.1M 0.01%
30,538
+11,723
+62% +$1.11M
PGR icon
373
Progressive
PGR
$128B
$3.1M 0.01%
27,250
+28
+0.1% +$3.55K
ETN icon
374
Eaton
ETN
$150B
$3.1M 0.01%
28,212
+298
+1% +$45.7K
SDY icon
375
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$3.09M 0.01%
65,663
-3,576
-5% -$442K
13 14
15
16 17

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.