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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
+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
ARCC icon
426
Ares Capital
ARCC
$13.7B
$2.06M 0.01%
145,166
-12,015
-8% -$226K
IPG
427
DELISTED
Interpublic Group of Companies
IPG
$2.03M 0.01%
62,790
+1,477
+2% +$45.8K
CTSH icon
428
Cognizant
CTSH
$23.8B
$2.02M 0.01%
46,066
-15,959
-26% -$936K
BRBR icon
429
BellRing Brands
BRBR
$1.59B
$2.01M 0.01%
78,570
+10,926
+16% +$263K
DM
430
DELISTED
Desktop Metal, Inc.
DM
$1.96M 0.01%
144,166
– –
CCI icon
431
Crown Castle
CCI
$33.1B
$1.94M 0.01%
17,621
-5,986
-25% -$809K
UNVR
432
DELISTED
Univar Solutions Inc.
UNVR
$1.93M 0.01%
60,576
-2,002
-3% -$57.5K
PCTY icon
433
Paylocity
PCTY
$7.43B
$1.91M 0.01%
9,809
-80
-0.8% -$17.2K
CNO icon
434
CNO Financial Group
CNO
$5B
$1.89M 0.01%
82,885
-13,779
-14% -$297K
IBB icon
435
iShares Biotechnology ETF
IBB
$9.55B
$1.89M 0.01%
17,721
-6,415
-27% -$829K
DLTR icon
436
Dollar Tree
DLTR
$24.4B
$1.87M 0.01%
17,371
-869
-5% -$129K
ZBH icon
437
Zimmer Biomet
ZBH
$18.5B
$1.85M 0.01%
19,633
-1,606
-8% -$186K
ORI icon
438
Old Republic International
ORI
$10.8B
$1.84M 0.01%
87,743
-611
-0.7% -$14.3K
AAON icon
439
Aaon
AAON
$7.68B
$1.82M 0.01%
36,279
+21,133
+140% +$986K
ACEL icon
440
Accel Entertainment
ACEL
$1.01B
$1.82M 0.01%
960,847
-14,619
-1% -$126K
PKG icon
441
Packaging Corp of America
PKG
$22.6B
$1.79M 0.01%
14,022
– –
T icon
442
AT&T
T
$169B
$1.76M 0.01%
275,896
-10,383
-4% -$186K
MET icon
443
MetLife
MET
$62.7B
$1.75M 0.01%
35,602
-5,446
-13% -$390K
WRB icon
444
W.R. Berkley
WRB
$28.3B
$1.74M 0.01%
36,453
+223
+0.6% +$10.8K
BLFS icon
445
BioLife Solutions
BLFS
$1.56B
$1.74M 0.01%
95,437
-5,000
-5% -$103K
BZ icon
446
Kanzhun
BZ
$7.07B
$1.71M 0.01%
83,809
-111,702
-57% -$1.83M
C icon
447
Citigroup
C
$222B
$1.67M 0.01%
50,720
-1,842
-4% -$83.7K
KEY icon
448
KeyCorp
KEY
$24.3B
$1.66M 0.01%
95,269
-1,256
-1% -$22.1K
CTVA icon
449
Corteva
CTVA
$59.5B
$1.65M 0.01%
38,124
-938
-2% -$59.4K
CLX icon
450
Clorox
CLX
$12.1B
$1.63M 0.01%
3,199
-87
-3% -$12.3K
16 17
18
19 20

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CWM
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VRS
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FAF
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BGIM
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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.