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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
+4.89%
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
$45.2B
AUM Growth
+$15.4B
Cap. Flow
-$497M
Cap. Flow %
-1.1%
Top 10 Hldgs %
26.15%
Holding
954
New
95
Increased
317
Reduced
373
Closed
67

Top Buys

Rank Stock Value
1
ARES icon
Ares Management
ARES
+$126M
2
VICI icon
VICI Properties
VICI
+$93.3M
3
AVB icon
AvalonBay Communities
AVB
+$90.7M
4
ICE icon
Intercontinental Exchange
ICE
+$86.6M
5
COP icon
ConocoPhillips
COP
+$70.4M

Top Sells

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$408M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$170M
3
SIVB
SVB Financial Group
SIVB
+$109M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$92.4M
5
EOG icon
EOG Resources
EOG
+$86.4M

Sector Composition

Rank Sector Weight
1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJK icon
651
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$738K ﹤0.01%
24,529
+64
+0.3% +$4.57K
LUCK
652
Lucky Strike Entertainment
LUCK
$955M
$733K ﹤0.01%
43,221
-924
-2% -$13.7K
O icon
653
Realty Income
O
$61.3B
$732K ﹤0.01%
11,559
-2,200
-16% -$143K
GGG icon
654
Graco
GGG
$13.3B
$731K ﹤0.01%
12,192
+694
+6% +$48.2K
BKR icon
655
Baker Hughes
BKR
$58B
$728K ﹤0.01%
25,209
-1,404
-5% -$42.5K
EL icon
656
Estee Lauder
EL
$30.7B
$722K ﹤0.01%
+2,929
New +$744K
HSBC icon
657
HSBC
HSBC
$356B
$713K ﹤0.01%
20,899
– –
DXCM icon
658
DexCom
DXCM
$28.9B
$705K ﹤0.01%
6,064
-22,779
-79% -$2.55M
NVO
659
Novo Nordisk
NVO
$225B
$701K ﹤0.01%
28,014
+706
+3% +$50.1K
MTD icon
660
Mettler-Toledo International
MTD
$28.1B
$681K ﹤0.01%
+445
New +$668K
ED icon
661
Consolidated Edison
ED
$41.3B
$675K ﹤0.01%
7,055
+341
+5% +$31.9K
EMXC icon
662
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.8B
$670K ﹤0.01%
19,607
-5
-0% -$247
ATR icon
663
AptarGroup
ATR
$8.8B
$662K ﹤0.01%
5,603
– –
QQQJ icon
664
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$660K ﹤0.01%
10,632
-1,400
-12% -$35.5K
MET icon
665
MetLife
MET
$62.7B
$660K ﹤0.01%
11,384
-24,218
-68% -$1.63M
PXF icon
666
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$659K ﹤0.01%
14,962
+106
+0.7% +$4.67K
JD icon
667
JD.com
JD
$42.9B
$653K ﹤0.01%
14,889
-18,884
-56% -$975K
CSL icon
668
Carlisle Companies
CSL
$14.1B
$648K ﹤0.01%
2,867
+961
+50% +$234K
IJJ icon
669
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
$636K ﹤0.01%
6,193
+8
+0.1% +$855
ADUS icon
670
Addus HomeCare
ADUS
$2.23B
$636K ﹤0.01%
5,956
– –
ACWI icon
671
iShares MSCI ACWI ETF
ACWI
$32.5B
$630K ﹤0.01%
6,915
-626
-8% -$55.8K
CPSH icon
672
CPS Technologies
CPSH
$72.8M
$630K ﹤0.01%
221,024
– –
STAA icon
673
STAAR Surgical
STAA
$1.13B
$627K ﹤0.01%
9,799
-2,795
-22% -$182K
NS
674
DELISTED
NuStar Energy L.P.
NS
$626K ﹤0.01%
25,087
– –
GD icon
675
General Dynamics
GD
$106B
$626K ﹤0.01%
2,743
-62
-2% -$14.3K
25 26
27
28 29

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Comerica Bank
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CWM
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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
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PPFA
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CIBC Private Wealth Group's Q1 2023 Portfolio in Review

As of Q1 2023, CIBC Private Wealth Group held 954 positions worth $45.2B, up 52% from $29.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q1 2023 filing shows 95 new, 317 increased, 373 reduced and 67 closed positions. Its largest new stake was AvalonBay Communities: 531,498 shares worth $89.3M. The largest sale was Charles Schwab, an estimated $408M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2023 buy was AvalonBay Communities: 531,498 shares worth $89.3M.
  • CIBC Private Wealth Group added most to Ares Management in Q1 2023, an estimated $126M increase.
  • CIBC Private Wealth Group's biggest Q1 2023 reduction was Charles Schwab, cutting an estimated $408M.
  • CIBC Private Wealth Group fully exited SVB Financial Group in Q1 2023, selling an estimated $109M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.2B portfolio in Q1 2023.
  • CIBC Private Wealth Group opened 95 new positions and closed 67 in Q1 2023.
  • CIBC Private Wealth Group's portfolio value rose 52% quarter-over-quarter to $45.2B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.