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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
ZBH icon
451
Zimmer Biomet
ZBH
$18.5B
$2.88M 0.01%
19,776
+320
+2% +$43.5K
SSB icon
452
SouthState Bank Corp
SSB
$10.3B
$2.87M 0.01%
43,639
– –
CTSH icon
453
Cognizant
CTSH
$23.8B
$2.82M 0.01%
43,236
-1,860
-4% -$115K
XLU icon
454
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$2.77M 0.01%
84,768
+952
+1% +$32.1K
MPC icon
455
Marathon Petroleum
MPC
$89.3B
$2.77M 0.01%
23,720
-579
-2% -$67.3K
CHD icon
456
Church & Dwight Co
CHD
$23.7B
$2.75M 0.01%
27,454
-2,035
-7% -$192K
DLTR icon
457
Dollar Tree
DLTR
$24.4B
$2.7M 0.01%
18,808
-227
-1% -$33.4K
KKR icon
458
KKR & Co
KKR
$92.2B
$2.65M 0.01%
47,309
+9,276
+24% +$486K
TREX icon
459
Trex
TREX
$4.57B
$2.61M 0.01%
39,856
-60
-0.2% -$3.35K
COF icon
460
Capital One
COF
$130B
$2.58M 0.01%
23,575
-3,297
-12% -$330K
DM
461
DELISTED
Desktop Metal, Inc.
DM
$2.55M 0.01%
144,166
– –
AFL icon
462
Aflac
AFL
$65.9B
$2.55M 0.01%
36,518
+668
+2% +$44.7K
WBA
463
DELISTED
Walgreens Boots Alliance
WBA
$2.53M 0.01%
88,958
-2,596
-3% -$84.6K
ALSN icon
464
Allison Transmission
ALSN
$10B
$2.5M 0.01%
44,356
-2,512
-5% -$124K
PEG icon
465
Public Service Enterprise Group
PEG
$39.3B
$2.5M 0.01%
39,903
+906
+2% +$56.6K
C icon
466
Citigroup
C
$222B
$2.48M 0.01%
53,822
+4,600
+9% +$215K
TNL icon
467
Travel + Leisure Co
TNL
$4.81B
$2.48M 0.01%
61,381
+3,198
+5% +$123K
KMX icon
468
CarMax
KMX
$8.36B
$2.44M 0.01%
29,092
-184
-0.6% -$13.5K
SWAV
469
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$2.42M 0.01%
8,486
-1,897
-18% -$527K
BKLN icon
470
Invesco Senior Loan ETF
BKLN
$6.97B
$2.42M 0.01%
114,950
-300
-0.3% -$6.25K
PRSU
471
Pursuit Attractions and Hospitality Inc
PRSU
$1.48B
$2.4M 0.01%
89,385
– –
ACVA icon
472
ACV Auctions
ACVA
$1.43B
$2.37M 0.01%
137,477
-28,219
-17% -$431K
GWW icon
473
W.W. Grainger
GWW
$66B
$2.37M 0.01%
3,003
-60
-2% -$41.3K
VXUS icon
474
Vanguard Total International Stock ETF
VXUS
$153B
$2.37M 0.01%
42,173
+2,362
+6% +$132K
FAS icon
475
Direxion Daily Financial Bull 3x ETF
FAS
$2.52B
$2.36M 0.01%
37,124
– –
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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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.