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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
LIVN icon
651
LivaNova
LIVN
$4.5B
$395K ﹤0.01%
5,825
-450
-7% -$23K
VCSH icon
652
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$393K ﹤0.01%
+2,150
New +$161K
TW icon
653
Tradeweb Markets
TW
$22.2B
$390K ﹤0.01%
6,004
-8,495
-59% -$499K
PFFD icon
654
Global X US Preferred ETF
PFFD
$2.15B
$389K ﹤0.01%
+6,510
New +$130K
FERG icon
655
Ferguson
FERG
$44.9B
$388K ﹤0.01%
5,733
+1,620
+39% +$189K
ES icon
656
Eversource Energy
ES
$28.6B
$384K ﹤0.01%
6,428
-292
-4% -$23.2K
EWC icon
657
iShares MSCI Canada ETF
EWC
$6.17B
$376K ﹤0.01%
11,500
-1,445
-11% -$47.9K
IJJ icon
658
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
$370K ﹤0.01%
6,185
+9
+0.1% +$899
FE icon
659
FirstEnergy
FE
$28.8B
$366K ﹤0.01%
6,124
– –
VLO icon
660
Valero Energy
VLO
$88.7B
$361K ﹤0.01%
2,846
-1
-0% -$126
BSV icon
661
Vanguard Short-Term Bond ETF
BSV
$44.7B
$357K ﹤0.01%
4,742
-2,700
-36% -$203K
VIS icon
662
Vanguard Industrials ETF
VIS
$8.21B
$353K ﹤0.01%
1,934
– –
SKYY icon
663
First Trust Cloud Computing ETF
SKYY
$2.83B
$352K ﹤0.01%
5,886
-161
-3% -$9.75K
MIDD icon
664
Middleby
MIDD
$6.16B
$348K ﹤0.01%
2,597
-2,327
-47% -$317K
FITB
665
Fifth Third Bancorp
FITB
$52.1B
$338K ﹤0.01%
10,296
-1,998
-16% -$68.2K
LEG icon
666
Leggett & Platt
LEG
$1.47B
$337K ﹤0.01%
17,978
+279
+2% +$9.39K
PCAR icon
667
PACCAR
PCAR
$71.9B
$336K ﹤0.01%
7,647
-2,334
-23% -$152K
DFAC icon
668
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$334K ﹤0.01%
13,740
– –
SPHQ icon
669
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
$333K ﹤0.01%
5,562
– –
PRO
670
DELISTED
PROS Holdings
PRO
$328K ﹤0.01%
13,510
-9,851
-42% -$242K
NVRO
671
DELISTED
NEVRO CORP.
NVRO
$323K ﹤0.01%
8,159
– –
ICSH icon
672
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$323K ﹤0.01%
5,400
+250
+5% +$12.5K
SAP icon
673
SAP
SAP
$211B
$317K ﹤0.01%
5,435
– –
CLVT icon
674
Clarivate
CLVT
$1.52B
$314K ﹤0.01%
+39,323
New +$369K
MORN icon
675
Morningstar
MORN
$7.38B
$314K ﹤0.01%
1,595
– –
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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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.