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
+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
TECK icon
651
Teck Resources
TECK
$28.3B
$1.01M ﹤0.01%
34,928
-11,808
-25% -$324K
DOC icon
652
Healthpeak Properties
DOC
$15.6B
$1M ﹤0.01%
+27,811
New +$959K
O icon
653
Realty Income
O
$61.7B
$1M ﹤0.01%
13,963
+3,510
+34% +$241K
WPC icon
654
W.P. Carey
WPC
$17.1B
$998K ﹤0.01%
+12,421
New +$951K
CTXS
655
DELISTED
Citrix Systems Inc
CTXS
$997K ﹤0.01%
10,544
-978
-8% -$89.3K
LIVN icon
656
LivaNova
LIVN
$4.53B
$986K ﹤0.01%
+11,275
New +$940K
XLI icon
657
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$977K ﹤0.01%
9,231
-87
-0.9% -$9.04K
KHC icon
658
Kraft Heinz
KHC
$32.5B
$972K ﹤0.01%
+27,067
New +$973K
DXCM icon
659
DexCom
DXCM
$29.3B
$971K ﹤0.01%
7,236
+2,952
+69% +$424K
FELE icon
660
Franklin Electric
FELE
$5.04B
$954K ﹤0.01%
10,090
-50
-0.5% -$4.48K
QLD icon
661
ProShares Ultra QQQ
QLD
$12B
$950K ﹤0.01%
21,336
– –
AQUA
662
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
$949K ﹤0.01%
20,310
– –
DSGX icon
663
Descartes Systems
DSGX
$6.33B
$945K ﹤0.01%
11,435
-675
-6% -$55.3K
VYMI icon
664
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$944K ﹤0.01%
14,058
+3,395
+32% +$228K
LYFT icon
665
Lyft
LYFT
$5.72B
$940K ﹤0.01%
22,000
-508
-2% -$23.8K
ARCB icon
666
ArcBest
ARCB
$3.29B
$934K ﹤0.01%
+7,795
New +$793K
EXC icon
667
Exelon
EXC
$49.3B
$931K ﹤0.01%
22,593
+137
+0.6% +$5.16K
HSBC icon
668
HSBC
HSBC
$353B
$923K ﹤0.01%
30,611
-144
-0.5% -$4.21K
EWJ icon
669
iShares MSCI Japan ETF
EWJ
$21.2B
$920K ﹤0.01%
+13,736
New +$939K
BGS icon
670
B&G Foods
BGS
$301M
$913K ﹤0.01%
+29,724
New +$909K
SSD icon
671
Simpson Manufacturing
SSD
$8.51B
$900K ﹤0.01%
6,471
-138
-2% -$16.7K
PRFZ icon
672
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
$897K ﹤0.01%
23,395
– –
UBER icon
673
Uber
UBER
$141B
$892K ﹤0.01%
21,258
+7,717
+57% +$333K
IMCB icon
674
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$881K ﹤0.01%
12,400
– –
DTE icon
675
DTE Energy
DTE
$31.2B
$878K ﹤0.01%
7,342
-51,668
-88% -$5.91M
25 26
27
28 29

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 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.