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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
+7.68%
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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
+$617M
Cap. Flow %
2.07%
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$172M
2
PLD icon
Prologis
PLD
+$104M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$90.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.3M
5
EOG icon
EOG Resources
EOG
+$71.2M

Top Sells

Rank Stock Value
1
LFG
Archaea Energy Inc.
LFG
+$103M
2
AMZN icon
Amazon
AMZN
+$74.1M
3
FIS icon
Fidelity National Information Services
FIS
+$63.4M
4
EW icon
Edwards Lifesciences
EW
+$58M
5
MDT icon
Medtronic
MDT
+$57.7M

Sector Composition

Rank Sector Weight
1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEY icon
601
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$533K ﹤0.01%
25,780
– –
CDC icon
602
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$755M
$532K ﹤0.01%
8,574
– –
VTIP icon
603
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$532K ﹤0.01%
17,917
-2,975
-14% -$142K
FTNT icon
604
Fortinet
FTNT
$110B
$531K ﹤0.01%
+10,863
New +$566K
XLI icon
605
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$525K ﹤0.01%
8,931
-300
-3% -$28.6K
RSP icon
606
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
$519K ﹤0.01%
8,672
– –
GDX icon
607
VanEck Gold Miners ETF
GDX
$22.7B
$516K ﹤0.01%
17,990
+2,945
+20% +$78.7K
VEGI icon
608
iShares MSCI Agriculture Producers ETF
VEGI
$155M
$511K ﹤0.01%
11,930
– –
WDAY icon
609
Workday
WDAY
$39.4B
$505K ﹤0.01%
+3,020
New +$471K
CEG icon
610
Constellation Energy
CEG
$92.8B
$505K ﹤0.01%
5,859
-2,118
-27% -$191K
PPL
611
PPL Corp
PPL
$27.3B
$498K ﹤0.01%
17,052
-915
-5% -$25.2K
WTFC icon
612
Wintrust Financial
WTFC
$10.9B
$496K ﹤0.01%
6,203
– –
NUE icon
613
Nucor
NUE
$60.5B
$491K ﹤0.01%
3,728
-5
-0.1% -$679
ADM icon
614
Archer Daniels Midland
ADM
$40.1B
$490K ﹤0.01%
5,276
+1,062
+25% +$98K
XLY icon
615
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$488K ﹤0.01%
16,608
+4,300
+35% +$300K
CRWD icon
616
CrowdStrike
CRWD
$185B
$485K ﹤0.01%
22,484
-543,336
-96% -$18.6M
XLE icon
617
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$482K ﹤0.01%
16,408
+522
+3% +$22.7K
ROAD icon
618
Construction Partners
ROAD
$6.03B
$481K ﹤0.01%
18,010
-175
-1% -$5.01K
AES icon
619
AES
AES
$10.6B
$478K ﹤0.01%
16,708
-1,000
-6% -$27K
IRTC icon
620
iRhythm Holdings
IRTC
$3.86B
$477K ﹤0.01%
5,088
– –
SCHF icon
621
Schwab International Equity ETF
SCHF
$65.5B
$475K ﹤0.01%
47,866
+1,608
+3% +$25.1K
HASI icon
622
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$471K ﹤0.01%
16,267
-6,337
-28% -$184K
BFAM icon
623
Bright Horizons
BFAM
$4.24B
$469K ﹤0.01%
8,083
-921
-10% -$60.3K
FTI icon
624
TechnipFMC
FTI
$28.9B
$469K ﹤0.01%
+6,930
New +$77.5K
OMCL icon
625
Omnicell
OMCL
$1.96B
$463K ﹤0.01%
9,180
-2,071
-18% -$124K
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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CIBC Private Wealth Group's Q4 2022 Portfolio in Review

As of Q4 2022, CIBC Private Wealth Group held 976 positions worth $29.8B, down 20% from $37.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q4 2022 filing shows 67 new, 299 increased, 394 reduced and 117 closed positions. Its largest new stake was Nexstar Media Group: 273,647 shares worth $5.02M. The largest sale was Archaea Energy Inc., an estimated $103M.

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

  • CIBC Private Wealth Group's largest Q4 2022 buy was Nexstar Media Group: 273,647 shares worth $5.02M.
  • CIBC Private Wealth Group added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $172M increase.
  • CIBC Private Wealth Group's biggest Q4 2022 reduction was Amazon, cutting an estimated $74.1M.
  • CIBC Private Wealth Group fully exited Archaea Energy Inc. in Q4 2022, selling an estimated $103M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $29.8B portfolio in Q4 2022.
  • CIBC Private Wealth Group opened 67 new positions and closed 117 in Q4 2022.
  • CIBC Private Wealth Group's portfolio value fell 20% quarter-over-quarter to $29.8B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.