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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
MUB icon
651
iShares National Muni Bond ETF
MUB
$45.3B
$635K ﹤0.01%
5,950
-2,250
-27% -$240K
ED icon
652
Consolidated Edison
ED
$41.6B
$633K ﹤0.01%
7,000
-55
-0.8% -$5.26K
TEX icon
653
Terex
TEX
$7.74B
$631K ﹤0.01%
10,552
+404
+4% +$20K
VTS icon
654
Vitesse Energy
VTS
$632M
$626K ﹤0.01%
27,928
+867
+3% +$18.1K
LUV icon
655
Southwest Airlines
LUV
$22.6B
$619K ﹤0.01%
17,101
-368
-2% -$11.5K
CPSH icon
656
CPS Technologies
CPSH
$72.6M
$619K ﹤0.01%
221,024
– –
BEN icon
657
Franklin Resources
BEN
$17.3B
$618K ﹤0.01%
23,147
-156
-0.7% -$4.03K
GD icon
658
General Dynamics
GD
$107B
$610K ﹤0.01%
2,834
+91
+3% +$19.6K
BFAM icon
659
Bright Horizons
BFAM
$4.24B
$605K ﹤0.01%
6,540
– –
TECK icon
660
Teck Resources
TECK
$28.7B
$601K ﹤0.01%
14,281
-438
-3% -$18.8K
EL icon
661
Estee Lauder
EL
$30.5B
$601K ﹤0.01%
3,058
+129
+4% +$27.4K
IJJ icon
662
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
$600K ﹤0.01%
5,598
-595
-10% -$60.4K
AZ icon
663
A2Z Smart Technologies
AZ
$261M
$597K ﹤0.01%
94,400
+86,400
+1,080% +$372K
RPG icon
664
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$596K ﹤0.01%
96,705
– –
IWY icon
665
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$589K ﹤0.01%
3,715
+1,615
+77% +$236K
SOFI icon
666
SoFi Technologies
SOFI
$21.3B
$577K ﹤0.01%
69,137
-6,719
-9% -$43.8K
VRTX icon
667
Vertex Pharmaceuticals
VRTX
$124B
$576K ﹤0.01%
1,638
+2
+0.1% +$674
DSGR icon
668
Distribution Solutions Group
DSGR
$1.6B
$576K ﹤0.01%
22,136
– –
ROAD icon
669
Construction Partners
ROAD
$5.98B
$571K ﹤0.01%
18,200
– –
STZ icon
670
Constellation Brands
STZ
$22.6B
$570K ﹤0.01%
2,317
-155
-6% -$36.3K
VFC icon
671
VF Corp
VFC
$7.11B
$567K ﹤0.01%
29,720
-1,593
-5% -$32.7K
MTD icon
672
Mettler-Toledo International
MTD
$28B
$563K ﹤0.01%
429
-16
-4% -$22.5K
IBTE
673
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$559K ﹤0.01%
23,500
– –
ADUS icon
674
Addus HomeCare
ADUS
$2.22B
$557K ﹤0.01%
6,009
+53
+0.9% +$5.06K
RTO icon
675
Rentokil
RTO
$14.5B
$557K ﹤0.01%
14,276
-1,428
-9% -$56K
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 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.