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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
SMAR
476
DELISTED
Smartsheet Inc.
SMAR
$2.35M 0.01%
61,523
+29,291
+91% +$1.27M
ORI icon
477
Old Republic International
ORI
$10.8B
$2.35M 0.01%
93,301
+2,795
+3% +$70K
EXTR icon
478
Extreme Networks
EXTR
$3.92B
$2.32M 0.01%
+89,232
New +$1.76M
IWV icon
479
iShares Russell 3000 ETF
IWV
$19.5B
$2.32M 0.01%
9,123
-35
-0.4% -$8.42K
DOV icon
480
Dover
DOV
$27.4B
$2.31M 0.01%
15,641
+198
+1% +$28.3K
CLX icon
481
Clorox
CLX
$12.1B
$2.31M 0.01%
14,520
+11,321
+354% +$1.83M
LAMR icon
482
Lamar Advertising Co
LAMR
$16.5B
$2.3M 0.01%
23,212
+744
+3% +$72.2K
PGX icon
483
Invesco Preferred ETF
PGX
$3.81B
$2.29M 0.01%
201,013
+1,074
+0.5% +$12.2K
MDB icon
484
MongoDB
MDB
$25B
$2.25M ﹤0.01%
5,481
+380
+7% +$111K
SPYG icon
485
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$2.24M ﹤0.01%
36,783
+4,160
+13% +$238K
AAON icon
486
Aaon
AAON
$7.68B
$2.21M ﹤0.01%
34,943
-42
-0.1% -$2.66K
IPG
487
DELISTED
Interpublic Group of Companies
IPG
$2.21M ﹤0.01%
57,239
-10,149
-15% -$383K
DAR icon
488
Darling Ingredients
DAR
$9.28B
$2.18M ﹤0.01%
34,191
-2,386
-7% -$145K
GTLS
489
DELISTED
Chart Industries
GTLS
$2.17M ﹤0.01%
13,584
-8,851
-39% -$1.13M
BALL icon
490
Ball Corp
BALL
$17.8B
$2.16M ﹤0.01%
37,115
-20,933
-36% -$1.14M
CAH icon
491
Cardinal Health
CAH
$54.5B
$2.14M ﹤0.01%
22,677
-3,250
-13% -$275K
IBB icon
492
iShares Biotechnology ETF
IBB
$9.55B
$2.14M ﹤0.01%
16,844
-237
-1% -$30.8K
USAC icon
493
USA Compression Partners
USAC
$3.75B
$2.13M ﹤0.01%
+107,736
New +$2.16M
KMI icon
494
Kinder Morgan
KMI
$70.3B
$2.11M ﹤0.01%
122,489
+36,001
+42% +$611K
BP icon
495
BP
BP
$107B
$2.1M ﹤0.01%
59,489
-857
-1% -$31.7K
IEFA icon
496
iShares Core MSCI EAFE ETF
IEFA
$187B
$2.07M ﹤0.01%
30,685
-2,674
-8% -$181K
NVO
497
Novo Nordisk
NVO
$225B
$2.07M ﹤0.01%
25,538
-2,476
-9% -$202K
GEHC icon
498
GE HealthCare
GEHC
$29.2B
$2.05M ﹤0.01%
25,206
-442
-2% -$35.3K
FLEX icon
499
Flex
FLEX
$41.5B
$2.03M ﹤0.01%
97,594
-22,338
-19% -$398K
VV icon
500
Vanguard Large-Cap ETF
VV
$52B
$2.03M ﹤0.01%
10,007
-1,832
-15% -$351K
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 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.