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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
+10.41%
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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.39B
Cap. Flow %
2.88%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
TMCI icon
Treace Medical Concepts
TMCI
+$247M
2
DIS icon
Walt Disney
DIS
+$175M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

Rank Stock Value
1
CI icon
Cigna
CI
+$109M
2
CMCSA icon
Comcast
CMCSA
+$106M
3
BX icon
Blackstone
BX
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

Rank Sector Weight
1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PREF icon
576
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$1.43M ﹤0.01%
70,733
– –
SNAP icon
577
Snap
SNAP
$7.97B
$1.43M ﹤0.01%
30,438
+14,692
+93% +$827K
VONG icon
578
Vanguard Russell 1000 Growth ETF
VONG
$42.1B
$1.43M ﹤0.01%
18,210
-1,290
-7% -$98.3K
SPLV icon
579
Invesco S&P 500 Low Volatility ETF
SPLV
$7.31B
$1.42M ﹤0.01%
20,664
+178
+0.9% +$11.5K
WOLF icon
580
Wolfspeed
WOLF
$1.12B
$1.42M ﹤0.01%
12,655
-1,346
-10% -$150K
KR icon
581
Kroger
KR
$36.5B
$1.41M ﹤0.01%
31,201
-989
-3% -$41.6K
HYS icon
582
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
$1.41M ﹤0.01%
14,245
+1,028
+8% +$102K
ROL icon
583
Rollins
ROL
$18.7B
$1.41M ﹤0.01%
+41,140
New +$1.44M
UL icon
584
Unilever
UL
$143B
$1.4M ﹤0.01%
23,172
+11,657
+101% +$692K
XLP icon
585
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.4M ﹤0.01%
18,106
-35
-0.2% -$2.54K
TOL icon
586
Toll Brothers
TOL
$14.4B
$1.38M ﹤0.01%
19,101
-2,249
-11% -$145K
HGV icon
587
Hilton Grand Vacations
HGV
$4.08B
$1.36M ﹤0.01%
26,035
-3,258
-11% -$163K
BRK.A icon
588
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.35M ﹤0.01%
3
– –
LPLA icon
589
LPL Financial
LPLA
$27.1B
$1.34M ﹤0.01%
8,387
-203
-2% -$33.5K
STZ icon
590
Constellation Brands
STZ
$22.7B
$1.34M ﹤0.01%
5,354
+3,723
+228% +$848K
PLTR icon
591
Palantir
PLTR
$297B
$1.34M ﹤0.01%
73,465
-134,802
-65% -$2.98M
AVDL
592
DELISTED
Avadel Pharmaceuticals
AVDL
$1.34M ﹤0.01%
165,355
– –
DBRG icon
593
DigitalBridge
DBRG
$2.93B
$1.33M ﹤0.01%
40,020
– –
AVK
594
Advent Convertible and Income Fund
AVK
$538M
$1.33M ﹤0.01%
+74,074
New +$1.34M
VBR icon
595
Vanguard Small-Cap Value ETF
VBR
$37.6B
$1.33M ﹤0.01%
7,441
+1,503
+25% +$267K
PPL
596
PPL Corp
PPL
$27.3B
$1.33M ﹤0.01%
44,170
+26,718
+153% +$771K
RSP icon
597
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$1.33M ﹤0.01%
8,159
-16
-0.2% -$2.53K
UNVR
598
DELISTED
Univar Solutions Inc.
UNVR
$1.32M ﹤0.01%
46,480
– –
MPC icon
599
Marathon Petroleum
MPC
$90.1B
$1.31M ﹤0.01%
20,530
+5,400
+36% +$347K
CMA
600
DELISTED
Comerica
CMA
$1.31M ﹤0.01%
15,055
+12,057
+402% +$1.03M
22 23
24
25 26

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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 Q4 2021 Portfolio in Review

As of Q4 2021, CIBC Private Wealth Group held 1,070 positions worth $48.2B, up 12% from $43B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q4 2021 filing shows 143 new, 482 increased, 257 reduced and 62 closed positions. Its largest new stake was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M. The largest sale was Cigna, an estimated $109M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2021 buy was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M.
  • CIBC Private Wealth Group added most to Treace Medical Concepts in Q4 2021, an estimated $247M increase.
  • CIBC Private Wealth Group's biggest Q4 2021 reduction was Cigna, cutting an estimated $109M.
  • CIBC Private Wealth Group fully exited Everbridge, Inc. Common Stock in Q4 2021, selling an estimated $17.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $48.2B portfolio in Q4 2021.
  • CIBC Private Wealth Group opened 143 new positions and closed 62 in Q4 2021.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $48.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.