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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
BKNG icon
401
Booking.com
BKNG
$154B
$4.65M 0.01%
+43,875
New +$4.27M
KEYS icon
402
Keysight
KEYS
$52.2B
$4.65M 0.01%
202,641
-3,233
-2% -$549K
NEOG icon
403
Neogen
NEOG
$2B
$4.63M 0.01%
71,433
+13,437
+23% +$253K
GLD icon
404
SPDR Gold Trust
GLD
$131B
$4.63M 0.01%
74,631
+2,327
+3% +$409K
CULP icon
405
Culp Inc
CULP
$45.1M
$4.58M 0.01%
879,844
– –
AGG icon
406
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.54M 0.01%
92,433
+5,203
+6% +$514K
MDC
407
DELISTED
M.D.C. Holdings, Inc.
MDC
$4.52M 0.01%
27,194
+291
+1% +$10.8K
CWEN.A
408
DELISTED
Clearway Energy Class A
CWEN.A
$4.5M 0.01%
150,002
– –
EBAY icon
409
eBay
EBAY
$52.1B
$4.48M 0.01%
27,921
+713
+3% +$32.7K
PFF icon
410
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.44M 0.01%
181,065
-4,253
-2% -$137K
MODN
411
DELISTED
MODEL N, INC.
MODN
$4.39M 0.01%
15,355
-165
-1% -$6.01K
UNF icon
412
Unifirst Corp
UNF
$5.43B
$4.31M 0.01%
24,463
-16
-0.1% -$3.12K
SNOW icon
413
Snowflake
SNOW
$93.7B
$4.29M 0.01%
65,953
-1,605
-2% -$235K
TYL icon
414
Tyler Technologies
TYL
$13.7B
$4.24M 0.01%
11,950
-590
-5% -$192K
CPNG icon
415
Coupang
CPNG
$27.7B
$4.21M 0.01%
263,274
-96,187
-27% -$1.49M
SCHA icon
416
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$4.1M 0.01%
87,898
+2,676
+3% +$57.5K
KLAC icon
417
KLA
KLAC
$249B
$4.05M 0.01%
377,420
-15,790
-4% -$622K
AVY icon
418
Avery Dennison
AVY
$12.9B
$4.03M 0.01%
22,511
-1,803
-7% -$328K
DVY icon
419
iShares Select Dividend ETF
DVY
$24.1B
$3.95M 0.01%
45,279
-432
-0.9% -$52.3K
KMI icon
420
Kinder Morgan
KMI
$70.3B
$3.91M 0.01%
86,488
+5,809
+7% +$103K
MFC icon
421
Manulife Financial
MFC
$74.2B
$3.88M 0.01%
+11,552
New +$220K
DHI icon
422
D.R. Horton
DHI
$42.3B
$3.87M 0.01%
39,599
-16,049
-29% -$1.53M
MKL icon
423
Markel Group
MKL
$25.5B
$3.85M 0.01%
+3,017
New +$4.01M
DUK icon
424
Duke Energy
DUK
$101B
$3.85M 0.01%
39,869
+552
+1% +$54.5K
MSI icon
425
Motorola Solutions
MSI
$73.1B
$3.83M 0.01%
11,317
+9,012
+391% +$2.38M
15 16
17
18 19

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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.