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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
VV icon
501
Vanguard Large-Cap ETF
VV
$51.5B
$2.21M ﹤0.01%
11,839
-463
-4% -$84.3K
VXUS icon
502
Vanguard Total International Stock ETF
VXUS
$151B
$2.2M ﹤0.01%
39,811
+10,976
+38% +$600K
DOCU
503
DocuSign
DOCU
$11.1B
$2.19M ﹤0.01%
37,604
+23,998
+176% +$1.43M
KRG icon
504
Kite Realty
KRG
$5.86B
$2.19M ﹤0.01%
+11,166
New +$235K
GEHC icon
505
GE HealthCare
GEHC
$32.2B
$2.17M ﹤0.01%
+25,648
New +$1.83M
SCHF icon
506
Schwab International Equity ETF
SCHF
$64.8B
$2.16M ﹤0.01%
37,456
-10,410
-22% -$178K
CCI icon
507
Crown Castle
CCI
$33.2B
$2.16M ﹤0.01%
16,136
-1,485
-8% -$205K
IWV icon
508
iShares Russell 3000 ETF
IWV
$19.3B
$2.16M ﹤0.01%
9,158
-16,587
-64% -$3.83M
IONQ icon
509
IonQ
IONQ
$12.1B
$2.15M ﹤0.01%
350,000
– –
FAS icon
510
Direxion Daily Financial Bull 3x ETF
FAS
$2.46B
$2.14M ﹤0.01%
37,124
+264
+0.7% +$20.1K
ACVA icon
511
ACV Auctions
ACVA
$1.45B
$2.14M ﹤0.01%
165,696
-23,005
-12% -$251K
DAR icon
512
Darling Ingredients
DAR
$9.27B
$2.14M ﹤0.01%
36,577
-1,518
-4% -$95.4K
ROL icon
513
Rollins
ROL
$18.8B
$2.13M ﹤0.01%
44,449
+2,809
+7% +$101K
ALSN icon
514
Allison Transmission
ALSN
$9.52B
$2.12M ﹤0.01%
46,868
-4,246
-8% -$191K
MBLY icon
515
Mobileye
MBLY
$2.04B
$2.11M ﹤0.01%
+48,864
New +$1.91M
GWW icon
516
W.W. Grainger
GWW
$64.1B
$2.11M ﹤0.01%
+3,063
New +$1.95M
PERI icon
517
Perion Network
PERI
$378M
$2.1M ﹤0.01%
+53,142
New +$1.77M
SOFI icon
518
SoFi Technologies
SOFI
$19.5B
$2.06M ﹤0.01%
75,856
-2,375
-3% -$14.4K
HYS icon
519
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$2.05M ﹤0.01%
15,358
+1,169
+8% +$106K
VBK icon
520
Vanguard Small-Cap Growth ETF
VBK
$22.7B
$2.05M ﹤0.01%
65,170
+1,150
+2% +$249K
IEFA icon
521
iShares Core MSCI EAFE ETF
IEFA
$186B
$2.02M ﹤0.01%
33,359
+3,583
+12% +$235K
DOW icon
522
Dow Inc
DOW
$21.8B
$1.99M ﹤0.01%
36,375
-4,598
-11% -$259K
LULU icon
523
lululemon athletica
LULU
$13.5B
$1.99M ﹤0.01%
5,473
+1,196
+28% +$375K
CAH icon
524
Cardinal Health
CAH
$54.4B
$1.96M ﹤0.01%
25,927
+628
+2% +$47.4K
HCA icon
525
HCA Healthcare
HCA
$92B
$1.92M ﹤0.01%
21,491
-2,399
-10% -$609K
19 20
21
22 23

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
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.