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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
DVN icon
626
Devon Energy
DVN
$49.5B
$823K ﹤0.01%
17,021
-4,819
-22% -$242K
HSBC icon
627
HSBC
HSBC
$355B
$792K ﹤0.01%
20,000
-899
-4% -$33.6K
GNRC icon
628
Generac Holdings
GNRC
$11.4B
$787K ﹤0.01%
+5,277
New +$602K
IMCB icon
629
iShares Morningstar Mid-Cap ETF
IMCB
$1.67B
$785K ﹤0.01%
12,400
– –
FROG icon
630
JFrog
FROG
$9.29B
$776K ﹤0.01%
+28,032
New +$640K
WSM icon
631
Williams-Sonoma
WSM
$27.7B
$774K ﹤0.01%
+12,364
New +$737K
GSY icon
632
Invesco Ultra Short Duration ETF
GSY
$3.86B
$772K ﹤0.01%
15,560
– –
EPI icon
633
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$755K ﹤0.01%
+21,692
New +$719K
CSL icon
634
Carlisle Companies
CSL
$14B
$736K ﹤0.01%
2,870
+3
+0.1% +$665
LOPE icon
635
Grand Canyon Education
LOPE
$4B
$733K ﹤0.01%
7,103
-270
-4% -$29.7K
IEMG icon
636
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$726K ﹤0.01%
14,734
-8,083
-35% -$395K
LUCK
637
Lucky Strike Entertainment
LUCK
$960M
$724K ﹤0.01%
62,229
+19,008
+44% +$253K
REGN icon
638
Regeneron Pharmaceuticals
REGN
$72.2B
$724K ﹤0.01%
1,007
-56
-5% -$43.2K
FSS icon
639
Federal Signal
FSS
$7.13B
$716K ﹤0.01%
+11,185
New +$618K
FCPT icon
640
Four Corners Property Trust
FCPT
$2.87B
$688K ﹤0.01%
27,092
– –
QLD icon
641
ProShares Ultra QQQ
QLD
$12.3B
$687K ﹤0.01%
21,336
– –
DBRG icon
642
DigitalBridge
DBRG
$2.93B
$684K ﹤0.01%
46,485
+6,914
+17% +$84.8K
COCO icon
643
Vita Coco
COCO
$3.93B
$672K ﹤0.01%
25,000
+5,000
+25% +$122K
PRO
644
DELISTED
PROS Holdings
PRO
$668K ﹤0.01%
21,675
– –
MDXG icon
645
MiMedx Group
MDXG
$660M
$661K ﹤0.01%
100,000
-155,897
-61% -$795K
Z icon
646
Zillow
Z
$7.65B
$655K ﹤0.01%
13,026
– –
ACWI icon
647
iShares MSCI ACWI ETF
ACWI
$32.5B
$650K ﹤0.01%
6,775
-140
-2% -$13K
ATR icon
648
AptarGroup
ATR
$8.75B
$649K ﹤0.01%
5,603
– –
O icon
649
Realty Income
O
$61.5B
$646K ﹤0.01%
10,809
-750
-6% -$45.8K
SCHF icon
650
Schwab International Equity ETF
SCHF
$65.6B
$639K ﹤0.01%
35,824
-1,632
-4% -$29K
24 25
26
27 28

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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 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.