We are live on ! Find out more
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
-14.11%
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
$38.5B
AUM Growth
-$7.31B
Cap. Flow
-$216M
Cap. Flow %
-0.56%
Top 10 Hldgs %
25.55%
Holding
1,345
New
81
Increased
320
Reduced
515
Closed
138

Top Buys

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$183M
2
LHX icon
L3Harris
LHX
+$106M
3
AZN icon
AstraZeneca
AZN
+$97.8M
4
SIVB
SVB Financial Group
SIVB
+$78.3M
5
INTU icon
Intuit
INTU
+$69.4M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$200M
2
DHI icon
D.R. Horton
DHI
+$117M
3
NVDA icon
NVIDIA
NVDA
+$91.4M
4
URI icon
United Rentals
URI
+$88.6M
5
RHI icon
Robert Half
RHI
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPP icon
601
iShares MSCI Pacific ex Japan ETF
EPP
$2.19B
$946K ﹤0.01%
22,695
– –
WOLF icon
602
Wolfspeed
WOLF
$1.24B
$941K ﹤0.01%
14,821
+312
+2% +$25.9K
SNA icon
603
Snap-on
SNA
$21B
$936K ﹤0.01%
4,751
– –
STZ icon
604
Constellation Brands
STZ
$22.3B
$933K ﹤0.01%
4,003
-886
-18% -$216K
SRCL
605
DELISTED
Stericycle Inc
SRCL
$932K ﹤0.01%
21,262
-2,903
-12% -$144K
IEMG icon
606
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$931K ﹤0.01%
18,992
-9,991
-34% -$516K
JMSB icon
607
John Marshall Bancorp
JMSB
$326M
$929K ﹤0.01%
+41,212
New +$1.07M
MU icon
608
Micron Technology
MU
$1.01T
$919K ﹤0.01%
16,639
+219
+1% +$14.9K
TKR icon
609
Timken Company
TKR
$9.75B
$913K ﹤0.01%
17,209
-319
-2% -$18.6K
VT icon
610
Vanguard Total World Stock ETF
VT
$76.4B
$901K ﹤0.01%
10,552
-793
-7% -$73.3K
TRTN
611
DELISTED
Triton International Limited
TRTN
$895K ﹤0.01%
17,007
-1,986
-10% -$120K
KKR icon
612
KKR & Co
KKR
$91B
$892K ﹤0.01%
19,268
-1,135
-6% -$59.5K
ICF icon
613
iShares Select U.S. REIT ETF
ICF
$2.12B
$888K ﹤0.01%
14,608
– –
MDXG icon
614
MiMedx Group
MDXG
$640M
$888K ﹤0.01%
255,897
– –
WTW icon
615
Willis Towers Watson
WTW
$28.5B
$887K ﹤0.01%
4,495
-2
-0% -$429
DCI icon
616
Donaldson
DCI
$10.8B
$886K ﹤0.01%
18,404
– –
CHX
617
DELISTED
ChampionX
CHX
$884K ﹤0.01%
44,567
-2,721
-6% -$61.5K
MDC
618
DELISTED
M.D.C. Holdings, Inc.
MDC
$875K ﹤0.01%
27,066
-7,435
-22% -$266K
STAA icon
619
STAAR Surgical
STAA
$1.15B
$871K ﹤0.01%
12,284
-15
-0.1% -$966
PRGS icon
620
Progress Software
PRGS
$1.61B
$868K ﹤0.01%
+19,153
New +$912K
VCIT icon
621
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$866K ﹤0.01%
10,813
-426
-4% -$34.8K
ONEQ icon
622
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$864K ﹤0.01%
20,006
+1
+0% +$48
O icon
623
Realty Income
O
$61.3B
$857K ﹤0.01%
12,552
-436
-3% -$30K
RYAN icon
624
Ryan Specialty Holdings
RYAN
$5.59B
$851K ﹤0.01%
21,713
-66,000
-75% -$2.5M
XLY icon
625
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
$846K ﹤0.01%
12,308
– –
23 24
25
26 27

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
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
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q2 2022 Portfolio in Review

As of Q2 2022, CIBC Private Wealth Group held 1,345 positions worth $38.5B, down 16% from $45.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2022 filing shows 81 new, 320 increased, 515 reduced and 138 closed positions. Its largest new stake was IQVIA: 842,748 shares worth $183M. The largest sale was Medtronic, an estimated $200M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2022 buy was IQVIA: 842,748 shares worth $183M.
  • CIBC Private Wealth Group added most to L3Harris in Q2 2022, an estimated $106M increase.
  • CIBC Private Wealth Group's biggest Q2 2022 reduction was Medtronic, cutting an estimated $200M.
  • CIBC Private Wealth Group fully exited Anaplan, Inc. in Q2 2022, selling an estimated $14.9M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $38.5B portfolio in Q2 2022.
  • CIBC Private Wealth Group opened 81 new positions and closed 138 in Q2 2022.
  • CIBC Private Wealth Group's portfolio value fell 16% quarter-over-quarter to $38.5B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2022, filed 3 Aug 2022.