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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
BECN
601
DELISTED
Beacon Roofing Supply, Inc.
BECN
$1.31M ﹤0.01%
22,832
+4,653
+26% +$251K
USMV icon
602
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$1.31M ﹤0.01%
16,149
+1,939
+14% +$150K
HYZN
603
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
$1.3M ﹤0.01%
4,000
– –
DVN icon
604
Devon Energy
DVN
$49.2B
$1.3M ﹤0.01%
29,440
-92,131
-76% -$3.83M
BIDU icon
605
Baidu
BIDU
$35.6B
$1.29M ﹤0.01%
8,697
-150
-2% -$23.4K
WRB icon
606
W.R. Berkley
WRB
$28.6B
$1.29M ﹤0.01%
35,213
+230
+0.7% +$8.15K
FCX icon
607
Freeport-McMoran
FCX
$88.6B
$1.28M ﹤0.01%
30,727
+6,299
+26% +$239K
PHO icon
608
Invesco Water Resources ETF
PHO
$2.05B
$1.28M ﹤0.01%
20,969
+2,057
+11% +$120K
BSX icon
609
Boston Scientific
BSX
$69.5B
$1.27M ﹤0.01%
29,977
-592
-2% -$24.9K
XLY icon
610
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$1.27M ﹤0.01%
12,388
+26
+0.2% +$2.59K
QSR icon
611
Restaurant Brands International
QSR
$26.1B
$1.26M ﹤0.01%
20,786
-252
-1% -$14.9K
SLV icon
612
iShares Silver Trust
SLV
$27.7B
$1.23M ﹤0.01%
57,189
-13,368
-19% -$289K
BBH icon
613
VanEck Biotech ETF
BBH
$407M
$1.23M ﹤0.01%
+6,473
New +$1.25M
IP icon
614
International Paper
IP
$23.6B
$1.22M ﹤0.01%
26,069
+22,065
+551% +$1.09M
ONEQ icon
615
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$1.22M ﹤0.01%
20,004
+380
+2% +$22.8K
NEO icon
616
NeoGenomics
NEO
$1.76B
$1.21M ﹤0.01%
35,415
-1,365
-4% -$53.5K
TMFC icon
617
Motley Fool 100 Index ETF
TMFC
$2.01B
$1.2M ﹤0.01%
27,100
– –
VTR icon
618
Ventas
VTR
$48.3B
$1.19M ﹤0.01%
+23,339
New +$1.22M
CERN
619
DELISTED
Cerner Corp
CERN
$1.19M ﹤0.01%
12,783
+2,855
+29% +$217K
SOFI icon
620
SoFi Technologies
SOFI
$21.4B
$1.18M ﹤0.01%
74,264
-22,570
-23% -$414K
STAA icon
621
STAAR Surgical
STAA
$1.09B
$1.17M ﹤0.01%
12,850
-712
-5% -$76.4K
CWST icon
622
Casella Waste Systems
CWST
$5.77B
$1.17M ﹤0.01%
13,687
-1,181
-8% -$99K
CPNG icon
623
Coupang
CPNG
$28.1B
$1.16M ﹤0.01%
39,334
-603,051
-94% -$17M
CALY
624
Callaway Golf Company
CALY
$3.24B
$1.16M ﹤0.01%
42,100
+8,000
+23% +$222K
NTR icon
625
Nutrien
NTR
$33.1B
$1.15M ﹤0.01%
15,300
– –
23 24
25
26 27

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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.