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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
-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
LIVN icon
651
LivaNova
LIVN
$4.43B
$704K ﹤0.01%
11,275
– –
LOPE icon
652
Grand Canyon Education
LOPE
$3.84B
$702K ﹤0.01%
7,448
-60
-0.8% -$5.59K
IMCB icon
653
iShares Morningstar Mid-Cap ETF
IMCB
$1.66B
$699K ﹤0.01%
12,400
– –
TWST icon
654
Twist Bioscience
TWST
$5.39B
$699K ﹤0.01%
20,000
+19,982
+111,011% +$708K
CBRE icon
655
CBRE Group
CBRE
$42.1B
$696K ﹤0.01%
9,452
-19
-0.2% -$1.53K
EXC icon
656
Exelon
EXC
$48.2B
$691K ﹤0.01%
15,256
-64
-0.4% -$3.01K
LFUS icon
657
Littelfuse
LFUS
$10.2B
$684K ﹤0.01%
2,691
-600
-18% -$150K
IRDM icon
658
Iridium Communications
IRDM
$4.87B
$682K ﹤0.01%
18,160
– –
CPSH icon
659
CPS Technologies
CPSH
$76.7M
$679K ﹤0.01%
221,024
– –
ESI icon
660
Element Solutions
ESI
$9.22B
$661K ﹤0.01%
37,173
+1,968
+6% +$39.9K
GD icon
661
General Dynamics
GD
$105B
$642K ﹤0.01%
2,903
+317
+12% +$73K
TECK icon
662
Teck Resources
TECK
$29.3B
$642K ﹤0.01%
21,002
-1,056
-5% -$41.7K
ABMD
663
DELISTED
Abiomed Inc
ABMD
$639K ﹤0.01%
2,584
-3
-0.1% -$810
FITB
664
Fifth Third Bancorp
FITB
$51.7B
$634K ﹤0.01%
18,850
-1,302
-6% -$48.9K
ACWI icon
665
iShares MSCI ACWI ETF
ACWI
$32.5B
$633K ﹤0.01%
7,540
– –
LEG icon
666
Leggett & Platt
LEG
$1.5B
$633K ﹤0.01%
18,295
-799
-4% -$29.3K
PRO
667
DELISTED
PROS Holdings
PRO
$626K ﹤0.01%
23,850
+8,850
+59% +$250K
MCK icon
668
McKesson
MCK
$99.5B
$625K ﹤0.01%
1,915
+536
+39% +$171K
IJJ icon
669
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$619K ﹤0.01%
6,560
+282
+4% +$28.8K
XLE icon
670
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$615K ﹤0.01%
17,200
-20,168
-54% -$809K
SCZ icon
671
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$614K ﹤0.01%
11,265
+419
+4% +$25.4K
COLD icon
672
Americold
COLD
$4.17B
$611K ﹤0.01%
20,329
+1,092
+6% +$30.4K
ARRY icon
673
Array Technologies
ARRY
$848M
$604K ﹤0.01%
+54,825
New +$542K
B
674
Barrick Mining
B
$62.6B
$602K ﹤0.01%
34,039
-390
-1% -$8.46K
PXF icon
675
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
$592K ﹤0.01%
14,874
– –
25 26
27
28 29

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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 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.