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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
EWC icon
476
iShares MSCI Canada ETF
EWC
$6.12B
$2.63M 0.01%
11,662
+162
+1% +$5.55K
XLU icon
477
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$2.62M 0.01%
83,816
-2,792
-3% -$94.6K
CHD icon
478
Church & Dwight Co
CHD
$23.7B
$2.61M 0.01%
29,489
-121,181
-80% -$10.1M
DASH icon
479
DoorDash
DASH
$84.3B
$2.6M 0.01%
40,980
+10,767
+36% +$617K
COF icon
480
Capital One
COF
$128B
$2.58M 0.01%
26,872
-532
-2% -$55.7K
ZBH icon
481
Zimmer Biomet
ZBH
$18.8B
$2.51M 0.01%
19,456
-177
-0.9% -$22.2K
AR icon
482
Antero Resources
AR
$10.9B
$2.46M 0.01%
+106,720
New +$2.81M
PGX icon
483
Invesco Preferred ETF
PGX
$3.79B
$2.45M 0.01%
199,939
-8,181
-4% -$98.2K
FDX icon
484
FedEx
FDX
$73B
$2.42M 0.01%
33,956
-534
-2% -$108K
VEEV icon
485
Veeva Systems
VEEV
$33.8B
$2.4M 0.01%
136,004
+4,618
+4% +$788K
OKTA icon
486
Okta
OKTA
$23.8B
$2.39M 0.01%
37,554
-3,345
-8% -$255K
PRSU
487
Pursuit Attractions and Hospitality Inc
PRSU
$1.45B
$2.36M 0.01%
89,385
– –
DOV icon
488
Dover
DOV
$26.7B
$2.35M 0.01%
15,443
– –
IWO icon
489
iShares Russell 2000 Growth ETF
IWO
$14.1B
$2.34M 0.01%
21,519
-25,887
-55% -$5.92M
AFL icon
490
Aflac
AFL
$65.5B
$2.31M 0.01%
35,850
-20,132
-36% -$1.38M
C icon
491
Citigroup
C
$213B
$2.31M 0.01%
49,222
-1,498
-3% -$73.5K
GEN icon
492
Gen Digital
GEN
$16.5B
$2.3M 0.01%
62,863
+5,548
+10% +$111K
BP icon
493
BP
BP
$112B
$2.29M 0.01%
60,346
-340
-0.6% -$12.7K
PODD icon
494
Insulet
PODD
$11.8B
$2.28M 0.01%
7,143
-215
-3% -$63.7K
FNDX icon
495
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$2.27M 0.01%
114,132
+19,317
+20% +$354K
HASI icon
496
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.81B
$2.27M 0.01%
15,953
-314
-2% -$9.93K
AAON icon
497
Aaon
AAON
$6.95B
$2.26M 0.01%
34,985
-1,294
-4% -$71.2K
SWAV
498
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$2.25M 0.01%
+10,383
New +$2.02M
ILMN icon
499
Illumina
ILMN
$29.5B
$2.21M ﹤0.01%
27,426
+683
+3% +$140K
ESTC icon
500
Elastic
ESTC
$6.7B
$2.21M ﹤0.01%
114,529
+1,253
+1% +$71.4K
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 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.