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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
+8.2%
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
$45.7B
AUM Growth
+$568M
Cap. Flow
+$490M
Cap. Flow %
1.07%
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63

Top Buys

Rank Stock Value
1
WEC icon
WEC Energy
WEC
+$114M
2
NEE icon
NextEra Energy
NEE
+$107M
3
PFE icon
Pfizer
PFE
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$96.6M
5
WDAY icon
Workday
WDAY
+$88.6M

Top Sells

Rank Stock Value
1
RUN icon
Sunrun
RUN
+$208M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$207M
3
RBA icon
RB Global
RBA
+$108M
4
SYK icon
Stryker
SYK
+$83M
5
MDLZ icon
Mondelez International
MDLZ
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
426
Arista Networks
ANET
$214B
$3.96M 0.01%
97,796
-28,228
-22% -$1.09M
AVY icon
427
Avery Dennison
AVY
$12.9B
$3.94M 0.01%
22,918
+407
+2% +$69.6K
FTCH
428
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
$3.92M 0.01%
649,785
-8,499
-1% -$40.9K
LH icon
429
Labcorp
LH
$25.8B
$3.84M 0.01%
21,273
+801
+4% +$155K
UNF icon
430
Unifirst Corp
UNF
$5.43B
$3.79M 0.01%
24,463
– –
IVE icon
431
iShares S&P 500 Value ETF
IVE
$49.6B
$3.75M 0.01%
23,276
+885
+4% +$136K
SPSM icon
432
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.2B
$3.71M 0.01%
95,612
+20,220
+27% +$752K
PAYX icon
433
Paychex
PAYX
$42.3B
$3.61M 0.01%
32,307
+3,979
+14% +$435K
SITM icon
434
SiTime
SITM
$14.7B
$3.6M 0.01%
30,506
– –
VNQ icon
435
Vanguard Real Estate ETF
VNQ
$40B
$3.59M 0.01%
43,017
-1,606
-4% -$132K
DUK icon
436
Duke Energy
DUK
$101B
$3.57M 0.01%
39,770
-99
-0.2% -$9.34K
CDW icon
437
CDW
CDW
$18.4B
$3.55M 0.01%
19,365
-302,214
-94% -$52.8M
RLI icon
438
RLI Corp
RLI
$5.97B
$3.47M 0.01%
50,788
– –
PGR icon
439
Progressive
PGR
$128B
$3.46M 0.01%
26,120
-596
-2% -$79.9K
AES icon
440
AES
AES
$10.6B
$3.46M 0.01%
166,758
+150,050
+898% +$3.3M
VOE icon
441
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$3.45M 0.01%
24,903
-5,842
-19% -$779K
UL icon
442
Unilever
UL
$144B
$3.24M 0.01%
55,278
+1,491
+3% +$88.5K
XLF icon
443
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$3.21M 0.01%
95,245
-127
-0.1% -$4.14K
GLW icon
444
Corning
GLW
$108B
$3.21M 0.01%
91,475
-1,556
-2% -$51.1K
DHI icon
445
D.R. Horton
DHI
$42.3B
$3.19M 0.01%
26,180
-13,419
-34% -$1.47M
DASH icon
446
DoorDash
DASH
$85.2B
$3.15M 0.01%
41,281
+301
+0.7% +$20K
AMAT icon
447
Applied Materials
AMAT
$378B
$3.15M 0.01%
21,789
+349
+2% +$43.7K
CM icon
448
Canadian Imperial Bank of Commerce
CM
$109B
$3.03M 0.01%
71,090
+28,150
+66% +$1.19M
STNE icon
449
StoneCo
STNE
$2.71B
$2.98M 0.01%
233,945
-2,492
-1% -$31.1K
TRV icon
450
Travelers Companies
TRV
$82.9B
$2.97M 0.01%
17,095
-545
-3% -$96.1K
16 17
18
19 20

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CWM
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FAF
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CIBC Private Wealth Group's Q2 2023 Portfolio in Review

As of Q2 2023, CIBC Private Wealth Group held 939 positions worth $45.7B, up 1.3% from $45.2B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2023 filing shows 53 new, 359 increased, 344 reduced and 63 closed positions. Its largest new stake was Globant: 242,352 shares worth $43.6M. The largest sale was Sunrun, an estimated $208M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2023 buy was Globant: 242,352 shares worth $43.6M.
  • CIBC Private Wealth Group added most to WEC Energy in Q2 2023, an estimated $114M increase.
  • CIBC Private Wealth Group's biggest Q2 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $207M.
  • CIBC Private Wealth Group fully exited Sunrun in Q2 2023, selling an estimated $208M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.7B portfolio in Q2 2023.
  • CIBC Private Wealth Group opened 53 new positions and closed 63 in Q2 2023.
  • CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $45.7B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2023, filed 10 Aug 2023.