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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
IGSB icon
451
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$3.18M 0.01%
16,254
-176
-1% -$8.84K
SSB icon
452
SouthState Bank Corp
SSB
$10.3B
$3.11M 0.01%
43,639
– –
AQUA
453
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
$3.11M 0.01%
28,330
+100
+0.4% +$4.67K
ARCC icon
454
Ares Capital
ARCC
$13.6B
$3.08M 0.01%
168,357
+23,191
+16% +$438K
CBOE icon
455
Cboe Global Markets
CBOE
$31.3B
$3.01M 0.01%
22,459
-189
-0.8% -$23.7K
GM icon
456
General Motors
GM
$82.2B
$3.01M 0.01%
47,479
+3,901
+9% +$147K
VRSK icon
457
Verisk Analytics
VRSK
$29B
$2.99M 0.01%
20,737
-1,225
-6% -$222K
GTM
458
ZoomInfo Technologies
GTM
$987M
$2.94M 0.01%
+119,000
New +$3.05M
CRWD icon
459
CrowdStrike
CRWD
$183B
$2.89M 0.01%
84,196
+61,712
+274% +$1.78M
MDY icon
460
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$2.88M 0.01%
16,899
-1,825
-10% -$851K
PAYX icon
461
Paychex
PAYX
$44B
$2.88M 0.01%
28,328
-1,003
-3% -$114K
EPAM icon
462
EPAM Systems
EPAM
$5.49B
$2.88M 0.01%
65,808
-113,535
-63% -$36.6M
IVE icon
463
iShares S&P 500 Value ETF
IVE
$49.4B
$2.87M 0.01%
22,391
-513
-2% -$77.5K
F icon
464
Ford
F
$62.5B
$2.87M 0.01%
148,035
-20,751
-12% -$260K
SPSM icon
465
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$2.85M 0.01%
75,392
+29,204
+63% +$1.14M
GTLS
466
DELISTED
Chart Industries
GTLS
$2.81M 0.01%
22,435
-438
-2% -$56.4K
POST icon
467
Post Holdings
POST
$4.31B
$2.75M 0.01%
22,038
-3,935
-15% -$358K
FMC icon
468
FMC
FMC
$1.29B
$2.75M 0.01%
198,074
-2,303
-1% -$290K
CTSH icon
469
Cognizant
CTSH
$25.6B
$2.75M 0.01%
45,096
-970
-2% -$60.7K
DLTR icon
470
Dollar Tree
DLTR
$24.5B
$2.73M 0.01%
19,035
+1,664
+10% +$241K
INVH icon
471
Invitation Homes
INVH
$17.9B
$2.7M 0.01%
62,853
-557
-0.9% -$17.5K
VXF icon
472
Vanguard Extended Market ETF
VXF
$30.1B
$2.7M 0.01%
80,633
-9,449
-10% -$1.34M
PGR icon
473
Progressive
PGR
$129B
$2.68M 0.01%
26,716
-534
-2% -$73.6K
VGT icon
474
Vanguard Information Technology ETF
VGT
$134B
$2.66M 0.01%
55,232
-744
-1% -$32.9K
AMAT icon
475
Applied Materials
AMAT
$360B
$2.63M 0.01%
21,440
-29,378
-58% -$3.37M
17 18
19
20 21

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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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PPFA
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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.