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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
+10.41%
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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.39B
Cap. Flow %
2.88%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
TMCI icon
Treace Medical Concepts
TMCI
+$247M
2
DIS icon
Walt Disney
DIS
+$175M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

Rank Stock Value
1
CI icon
Cigna
CI
+$109M
2
CMCSA icon
Comcast
CMCSA
+$106M
3
BX icon
Blackstone
BX
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

Rank Sector Weight
1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZBH icon
476
Zimmer Biomet
ZBH
$18.8B
$2.87M 0.01%
23,305
+632
+3% +$82.7K
SCHX icon
477
Schwab US Large- Cap ETF
SCHX
$70.4B
$2.83M 0.01%
149,388
+58,686
+65% +$1.08M
CBOE icon
478
Cboe Global Markets
CBOE
$32.2B
$2.82M 0.01%
21,623
– –
OMCL icon
479
Omnicell
OMCL
$1.86B
$2.79M 0.01%
15,434
+455
+3% +$78.9K
TT icon
480
Trane Technologies
TT
$99.1B
$2.79M 0.01%
13,781
-35
-0.3% -$6.59K
ZIM icon
481
ZIM Integrated Shipping Services
ZIM
$2.98B
$2.76M 0.01%
46,900
+5,400
+13% +$276K
XYZ
482
Block Inc
XYZ
$48.8B
$2.71M 0.01%
16,790
+3,248
+24% +$704K
VV icon
483
Vanguard Large-Cap ETF
VV
$51.3B
$2.69M 0.01%
12,161
+7,536
+163% +$1.62M
DLTR icon
484
Dollar Tree
DLTR
$24.7B
$2.65M 0.01%
18,850
+2,577
+16% +$313K
AROC icon
485
Archrock
AROC
$6.16B
$2.6M 0.01%
347,946
+47,551
+16% +$383K
PCTY icon
486
Paylocity
PCTY
$7.74B
$2.59M 0.01%
10,962
-354
-3% -$93.9K
INVH icon
487
Invitation Homes
INVH
$17.9B
$2.57M 0.01%
56,721
-6,862
-11% -$284K
HRMY icon
488
Harmony Biosciences
HRMY
$2.06B
$2.56M 0.01%
60,000
– –
IPG
489
DELISTED
Interpublic Group of Companies
IPG
$2.53M 0.01%
67,654
-7
-0% -$254
EL icon
490
Estee Lauder
EL
$30.4B
$2.5M 0.01%
6,766
+1,905
+39% +$647K
DOW icon
491
Dow Inc
DOW
$22B
$2.47M 0.01%
43,517
-12,344
-22% -$704K
KEY icon
492
KeyCorp
KEY
$23.7B
$2.47M 0.01%
106,669
+1,033
+1% +$24K
DD icon
493
DuPont de Nemours
DD
$18.6B
$2.46M 0.01%
24,276
-1,130
-4% -$108K
ALB icon
494
Albemarle
ALB
$13.3B
$2.46M 0.01%
10,525
– –
SCHB icon
495
Schwab US Broad Market ETF
SCHB
$42.4B
$2.4M 0.01%
127,548
+576
+0.5% +$10.6K
KMX icon
496
CarMax
KMX
$8.39B
$2.4M 0.01%
18,437
-2,000
-10% -$280K
JEF icon
497
Jefferies Financial Group
JEF
$12.6B
$2.35M ﹤0.01%
63,353
+412
+0.7% +$15.9K
AOS icon
498
A.O. Smith
AOS
$8.49B
$2.35M ﹤0.01%
27,356
-419
-2% -$31.9K
IJK icon
499
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$2.34M ﹤0.01%
27,468
+626
+2% +$52.5K
BNY
500
Bank of New York Mellon
BNY
$103B
$2.32M ﹤0.01%
39,986
-890
-2% -$51.2K
18 19
20
21 22

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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 Q4 2021 Portfolio in Review

As of Q4 2021, CIBC Private Wealth Group held 1,070 positions worth $48.2B, up 12% from $43B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q4 2021 filing shows 143 new, 482 increased, 257 reduced and 62 closed positions. Its largest new stake was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M. The largest sale was Cigna, an estimated $109M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2021 buy was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M.
  • CIBC Private Wealth Group added most to Treace Medical Concepts in Q4 2021, an estimated $247M increase.
  • CIBC Private Wealth Group's biggest Q4 2021 reduction was Cigna, cutting an estimated $109M.
  • CIBC Private Wealth Group fully exited Everbridge, Inc. Common Stock in Q4 2021, selling an estimated $17.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $48.2B portfolio in Q4 2021.
  • CIBC Private Wealth Group opened 143 new positions and closed 62 in Q4 2021.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $48.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.