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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
SCHX icon
526
Schwab US Large- Cap ETF
SCHX
$70.7B
$1.91M ﹤0.01%
118,773
+4,101
+4% +$64.5K
BRBR icon
527
BellRing Brands
BRBR
$1.54B
$1.9M ﹤0.01%
55,940
-22,630
-29% -$668K
KMX icon
528
CarMax
KMX
$8.58B
$1.88M ﹤0.01%
29,276
– –
BNY
529
Bank of New York Mellon
BNY
$105B
$1.87M ﹤0.01%
41,253
-826
-2% -$40.1K
PRGS icon
530
Progress Software
PRGS
$1.72B
$1.86M ﹤0.01%
15,971
-8,137
-34% -$453K
BLFS icon
531
BioLife Solutions
BLFS
$1.56B
$1.86M ﹤0.01%
85,437
-10,000
-10% -$225K
RJF icon
532
Raymond James Financial
RJF
$33.8B
$1.83M ﹤0.01%
117,579
-2,926
-2% -$310K
CM icon
533
Canadian Imperial Bank of Commerce
CM
$107B
$1.82M ﹤0.01%
42,940
+712
+2% +$31.2K
PNR icon
534
Pentair
PNR
$10.8B
$1.82M ﹤0.01%
136,524
+4,682
+4% +$249K
IMCB icon
535
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$1.81M ﹤0.01%
12,400
– –
PCTY icon
536
Paylocity
PCTY
$7.84B
$1.81M ﹤0.01%
9,083
-726
-7% -$143K
IBB icon
537
iShares Biotechnology ETF
IBB
$9.48B
$1.8M ﹤0.01%
17,081
-640
-4% -$83.8K
HQY icon
538
HealthEquity
HQY
$8.6B
$1.8M ﹤0.01%
113,240
-890
-0.8% -$54K
AZEK
539
DELISTED
The AZEK Co
AZEK
$1.78M ﹤0.01%
75,477
+9,242
+14% +$219K
QSR icon
540
Restaurant Brands International
QSR
$26B
$1.77M ﹤0.01%
26,990
+3,936
+17% +$257K
PYCR
541
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$1.74M ﹤0.01%
+17,125
New +$423K
SHY icon
542
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.73M ﹤0.01%
18,757
-935
-5% -$76.2K
NSTB
543
DELISTED
Northern Star Investment Corp. II
NSTB
$1.72M ﹤0.01%
20,000
– –
FSLR icon
544
First Solar
FSLR
$21.6B
$1.72M ﹤0.01%
+7,893
New +$1.44M
ICLN icon
545
iShares Global Clean Energy ETF
ICLN
$2.24B
$1.7M ﹤0.01%
18,950
+4,340
+30% +$86K
JEF icon
546
Jefferies Financial Group
JEF
$12.8B
$1.7M ﹤0.01%
53,582
-2,465
-4% -$89.1K
CFLT
547
DELISTED
Confluent
CFLT
$1.68M ﹤0.01%
69,692
+607
+0.9% +$14.1K
BAX icon
548
Baxter International
BAX
$12.8B
$1.65M ﹤0.01%
40,681
-270
-0.7% -$11.4K
CNO icon
549
CNO Financial Group
CNO
$5B
$1.62M ﹤0.01%
73,157
-9,728
-12% -$233K
WRB icon
550
W.R. Berkley
WRB
$28.3B
$1.6M ﹤0.01%
38,546
+2,093
+6% +$93.6K
20 21
22
23 24

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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.