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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
SGI
676
Somnigroup International
SGI
$15.3B
$592K ﹤0.01%
27,736
– –
SSD icon
677
Simpson Manufacturing
SSD
$7.95B
$589K ﹤0.01%
5,856
-615
-10% -$63.9K
HYZN
678
DELISTED
Hyzon Motors Inc. Class A Common Stock
HYZN
$588K ﹤0.01%
4,000
-6,000
-60% -$1.27M
ABM icon
679
ABM Industries
ABM
$2.84B
$586K ﹤0.01%
13,500
– –
ATR icon
680
AptarGroup
ATR
$8.51B
$578K ﹤0.01%
5,603
– –
BEN icon
681
Franklin Resources
BEN
$17.3B
$574K ﹤0.01%
24,647
– –
ASO icon
682
Academy Sports + Outdoors
ASO
$3.09B
$573K ﹤0.01%
16,116
+400
+3% +$14.6K
BSV icon
683
Vanguard Short-Term Bond ETF
BSV
$44.6B
$571K ﹤0.01%
7,442
-15,083
-67% -$1.16M
THG icon
684
Hanover Insurance
THG
$7.68B
$571K ﹤0.01%
3,906
+33
+0.9% +$4.84K
DSGR icon
685
Distribution Solutions Group
DSGR
$1.6B
$569K ﹤0.01%
22,136
– –
CDC icon
686
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$745M
$567K ﹤0.01%
8,574
– –
GDX icon
687
VanEck Gold Miners ETF
GDX
$23.2B
$565K ﹤0.01%
20,617
-6,683
-24% -$225K
SPG icon
688
Simon Property Group
SPG
$75.1B
$565K ﹤0.01%
5,952
+4,213
+242% +$483K
AAON icon
689
Aaon
AAON
$8.27B
$563K ﹤0.01%
+15,420
New +$540K
IRTC icon
690
iRhythm Holdings
IRTC
$3.69B
$560K ﹤0.01%
5,178
-112
-2% -$14.8K
VGK icon
691
Vanguard FTSE Europe ETF
VGK
$30.1B
$559K ﹤0.01%
10,582
-4,351
-29% -$252K
HLF icon
692
Herbalife
HLF
$1.26B
$558K ﹤0.01%
27,308
+5,892
+28% +$146K
ED icon
693
Consolidated Edison
ED
$41.1B
$539K ﹤0.01%
5,659
+24
+0.4% +$2.29K
PCAR icon
694
PACCAR
PCAR
$70.2B
$538K ﹤0.01%
9,795
+30
+0.3% +$1.69K
PEY icon
695
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$530K ﹤0.01%
25,780
– –
RDIV icon
696
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$530K ﹤0.01%
12,834
– –
MODN
697
DELISTED
MODEL N, INC.
MODN
$527K ﹤0.01%
20,610
-120
-0.6% -$2.99K
PLTR icon
698
Palantir
PLTR
$315B
$522K ﹤0.01%
57,521
-19,310
-25% -$191K
RPRX icon
699
Royalty Pharma
RPRX
$26B
$521K ﹤0.01%
12,399
– –
LUV icon
700
Southwest Airlines
LUV
$22.2B
$520K ﹤0.01%
14,412
-1,102
-7% -$47.4K
26 27
28
29 30

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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.