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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
APLS
426
DELISTED
Apellis Pharmaceuticals
APLS
$3.76M 0.01%
+56,985
New +$3.29M
LEG icon
427
Leggett & Platt
LEG
$1.4B
$3.72M 0.01%
17,603
-375
-2% -$12.6K
HPE icon
428
Hewlett Packard
HPE
$58.8B
$3.72M 0.01%
24,253
+4,123
+20% +$64.8K
ETN icon
429
Eaton
ETN
$141B
$3.7M 0.01%
21,607
-6,605
-23% -$1.1M
TGT icon
430
Target
TGT
$66.3B
$3.67M 0.01%
62,517
-8,904
-12% -$1.46M
MKTX icon
431
MarketAxess Holdings
MKTX
$4.47B
$3.61M 0.01%
+9,232
New +$3.27M
BKLN icon
432
Invesco Senior Loan ETF
BKLN
$6.96B
$3.6M 0.01%
115,250
-40,324
-26% -$844K
VOE icon
433
Vanguard Mid-Cap Value ETF
VOE
$23.9B
$3.59M 0.01%
30,745
+6,954
+29% +$965K
DFS
434
DELISTED
Discover Financial Services
DFS
$3.58M 0.01%
36,243
-98
-0.3% -$10.5K
KR icon
435
Kroger
KR
$36.7B
$3.55M 0.01%
39,455
+8,510
+28% +$389K
WDAY icon
436
Workday
WDAY
$41.5B
$3.55M 0.01%
17,191
+14,171
+469% +$2.58M
EPP icon
437
iShares MSCI Pacific ex Japan ETF
EPP
$2.21B
$3.53M 0.01%
19,770
– –
LMT icon
438
Lockheed Martin
LMT
$131B
$3.44M 0.01%
21,519
-1,170
-5% -$549K
WEC icon
439
WEC Energy
WEC
$36.3B
$3.44M 0.01%
36,302
-182
-0.5% -$16.9K
VOT icon
440
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$3.44M 0.01%
21,356
-20,771
-49% -$3.98M
NSC icon
441
Norfolk Southern
NSC
$75.5B
$3.42M 0.01%
33,908
-791
-2% -$183K
RLI icon
442
RLI Corp
RLI
$6.02B
$3.38M 0.01%
50,788
– –
DM
443
DELISTED
Desktop Metal, Inc.
DM
$3.32M 0.01%
144,166
– –
AMN icon
444
AMN Healthcare
AMN
$1.34B
$3.29M 0.01%
39,610
+417
+1% +$39.3K
GLW icon
445
Corning
GLW
$107B
$3.28M 0.01%
93,031
+8,337
+10% +$290K
TECK icon
446
Teck Resources
TECK
$28.2B
$3.25M 0.01%
14,719
-6,435
-30% -$255K
MBB icon
447
iShares MBS ETF
MBB
$39.1B
$3.24M 0.01%
81,543
+58,838
+259% +$5.56M
GDX icon
448
VanEck Gold Miners ETF
GDX
$22.5B
$3.22M 0.01%
19,390
+1,400
+8% +$42.3K
LW icon
449
Lamb Weston
LW
$7.43B
$3.21M 0.01%
+103,705
New +$10.3M
BALL icon
450
Ball Corp
BALL
$17.5B
$3.2M 0.01%
58,048
+12,304
+27% +$684K
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 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.