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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
MANH icon
551
Manhattan Associates
MANH
$9.95B
$1.32M ﹤0.01%
6,628
-165
-2% -$28.7K
MET icon
552
MetLife
MET
$62.7B
$1.31M ﹤0.01%
23,186
+11,802
+104% +$655K
SNPS icon
553
Synopsys
SNPS
$73.5B
$1.31M ﹤0.01%
3,000
-101,918
-97% -$41.1M
MDC
554
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.31M ﹤0.01%
27,925
+731
+3% +$30.4K
SWKS icon
555
Skyworks Solutions
SWKS
$9.73B
$1.3M ﹤0.01%
11,758
-661
-5% -$69.7K
HGV icon
556
Hilton Grand Vacations
HGV
$4.14B
$1.3M ﹤0.01%
28,611
+681
+2% +$30.4K
AOS icon
557
A.O. Smith
AOS
$8.82B
$1.29M ﹤0.01%
17,744
-500
-3% -$34.2K
BAX icon
558
Baxter International
BAX
$12.6B
$1.29M ﹤0.01%
28,232
-12,449
-31% -$542K
WTRG icon
559
Essential Utilities
WTRG
$11.5B
$1.28M ﹤0.01%
32,125
+939
+3% +$39.4K
ROK icon
560
Rockwell Automation
ROK
$52.4B
$1.28M ﹤0.01%
3,888
-140
-3% -$40.4K
LSCC icon
561
Lattice Semiconductor
LSCC
$16.4B
$1.26M ﹤0.01%
13,154
+114
+0.9% +$9.81K
HPQ icon
562
HP
HPQ
$25.9B
$1.26M ﹤0.01%
41,143
-1,847
-4% -$55.4K
RCL icon
563
Royal Caribbean
RCL
$86.5B
$1.25M ﹤0.01%
12,081
-282
-2% -$22.1K
BZ icon
564
Kanzhun
BZ
$7.07B
$1.25M ﹤0.01%
83,211
-979
-1% -$16.4K
FCX icon
565
Freeport-McMoran
FCX
$88.6B
$1.23M ﹤0.01%
30,800
-3,003
-9% -$114K
MOAT icon
566
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$1.21M ﹤0.01%
+15,223
New +$1.15M
KDP icon
567
Keurig Dr Pepper
KDP
$42.3B
$1.21M ﹤0.01%
38,762
-22,062
-36% -$724K
BSX icon
568
Boston Scientific
BSX
$68.5B
$1.21M ﹤0.01%
22,314
-7,604
-25% -$397K
CNQ icon
569
Canadian Natural Resources
CNQ
$92.2B
$1.21M ﹤0.01%
42,906
+28
+0.1% +$799
MCK icon
570
McKesson
MCK
$104B
$1.19M ﹤0.01%
2,780
+15
+0.5% +$5.76K
LULU icon
571
lululemon athletica
LULU
$13.7B
$1.19M ﹤0.01%
3,133
-2,340
-43% -$863K
RSP icon
572
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$1.18M ﹤0.01%
7,882
-2,332
-23% -$336K
LAW icon
573
CS Disco
LAW
$270M
$1.17M ﹤0.01%
+142,371
New +$976K
GEN icon
574
Gen Digital
GEN
$16.6B
$1.17M ﹤0.01%
62,863
– –
LBRDK icon
575
Liberty Broadband Class C
LBRDK
$4.72B
$1.15M ﹤0.01%
14,302
+3,032
+27% +$234K
21 22
23
24 25

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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.