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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
KKR icon
376
KKR & Co
KKR
$92.2B
$5.85M 0.01%
38,033
+8,122
+27% +$436K
AROC icon
377
Archrock
AROC
$6.19B
$5.83M 0.01%
596,938
-450,681
-43% -$4.42M
XYL icon
378
Xylem
XYL
$29.2B
$5.76M 0.01%
55,004
-2,917
-5% -$305K
PLTR icon
379
Palantir
PLTR
$296B
$5.66M 0.01%
86,346
+39,636
+85% +$310K
SRCL
380
DELISTED
Stericycle Inc
SRCL
$5.54M 0.01%
38,065
-356
-0.9% -$17.6K
SDY icon
381
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$5.43M 0.01%
63,770
-1,893
-3% -$238K
VUG icon
382
Vanguard Growth ETF
VUG
$216B
$5.4M 0.01%
206,868
-30,804
-13% -$1.2M
T icon
383
AT&T
T
$169B
$5.39M 0.01%
279,874
+3,978
+1% +$76K
JMSB icon
384
John Marshall Bancorp
JMSB
$333M
$5.37M 0.01%
41,212
– –
WPM icon
385
Wheaton Precious Metals
WPM
$49.8B
$5.34M 0.01%
32,280
-3,747
-10% -$164K
ESS icon
386
Essex Property Trust
ESS
$18.9B
$5.33M 0.01%
47,494
+60
+0.1% +$13.2K
ANET icon
387
Arista Networks
ANET
$214B
$5.29M 0.01%
126,024
+44,932
+55% +$1.54M
WBA
388
DELISTED
Walgreens Boots Alliance
WBA
$5.26M 0.01%
91,554
-415
-0.5% -$14.7K
PSX icon
389
Phillips 66
PSX
$82.5B
$5.22M 0.01%
59,848
+582
+1% +$59.2K
TFC icon
390
Truist Financial
TFC
$64.7B
$5.15M 0.01%
141,034
-333
-0.2% -$14.5K
TROW icon
391
T. Rowe Price
TROW
$26.1B
$5.12M 0.01%
41,188
+1,693
+4% +$193K
SPLV icon
392
Invesco S&P 500 Low Volatility ETF
SPLV
$7.28B
$5.11M 0.01%
20,383
-1,058
-5% -$66.1K
IWN icon
393
iShares Russell 2000 Value ETF
IWN
$14.5B
$4.99M 0.01%
57,251
+319
+0.6% +$46.2K
FIVE icon
394
Five Below
FIVE
$11.5B
$4.96M 0.01%
125,687
-960
-0.8% -$189K
JCI icon
395
Johnson Controls International
JCI
$85.6B
$4.95M 0.01%
101,675
-6,157
-6% -$394K
TWLO icon
396
Twilio
TWLO
$29.5B
$4.9M 0.01%
147,372
+19,394
+15% +$1.2M
IPG
397
DELISTED
Interpublic Group of Companies
IPG
$4.9M 0.01%
67,388
+4,598
+7% +$165K
CSX icon
398
CSX Corp
CSX
$94.2B
$4.85M 0.01%
161,888
-10,961
-6% -$337K
APD icon
399
Air Products & Chemicals
APD
$65.2B
$4.72M 0.01%
16,425
+549
+3% +$160K
HYG icon
400
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$4.71M 0.01%
111,984
+3,665
+3% +$275K
14 15
16
17 18

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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.