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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
IRTC icon
676
iRhythm Holdings
IRTC
$3.86B
$612K ﹤0.01%
4,938
-150
-3% -$16.3K
B
677
Barrick Mining
B
$61.5B
$598K ﹤0.01%
32,196
-1,443
-4% -$25.9K
CLVT icon
678
Clarivate
CLVT
$1.53B
$597K ﹤0.01%
63,557
+24,234
+62% +$250K
AMTX icon
679
Aemetis
AMTX
$104M
$591K ﹤0.01%
254,590
+51,000
+25% +$190K
RTO icon
680
Rentokil
RTO
$14.5B
$589K ﹤0.01%
15,704
+2,154
+16% +$68K
Z icon
681
Zillow
Z
$7.7B
$579K ﹤0.01%
13,026
-4,464
-26% -$190K
PCAR icon
682
PACCAR
PCAR
$72.7B
$578K ﹤0.01%
7,891
+244
+3% +$17.5K
TRTN
683
DELISTED
Triton International Limited
TRTN
$574K ﹤0.01%
15,257
+324
+2% +$22K
CPT icon
684
Camden Property Trust
CPT
$11.4B
$574K ﹤0.01%
5,474
-2,775
-34% -$316K
BROS icon
685
Dutch Bros
BROS
$8.87B
$569K ﹤0.01%
18,000
+2,285
+15% +$77.3K
DD icon
686
DuPont de Nemours
DD
$19B
$568K ﹤0.01%
6,310
-16,296
-72% -$1.49M
IBTE
687
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$564K ﹤0.01%
23,500
– –
STZ icon
688
Constellation Brands
STZ
$22.5B
$558K ﹤0.01%
2,472
+45
+2% +$10K
RIO icon
689
Rio Tinto
RIO
$149B
$558K ﹤0.01%
+13,182
New +$957K
DOCN icon
690
DigitalOcean
DOCN
$13.2B
$548K ﹤0.01%
14,000
+1,500
+12% +$47.2K
NUE icon
691
Nucor
NUE
$60.5B
$543K ﹤0.01%
3,518
-210
-6% -$33.4K
ENVX icon
692
Enovix
ENVX
$866M
$530K ﹤0.01%
40,642
+5,085
+14% +$41.8K
QLD icon
693
ProShares Ultra QQQ
QLD
$12.2B
$529K ﹤0.01%
21,336
– –
RDIV icon
694
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.4B
$528K ﹤0.01%
12,834
– –
CAG icon
695
Conagra Brands
CAG
$7.38B
$528K ﹤0.01%
14,055
+1,299
+10% +$48.1K
STX icon
696
Seagate
STX
$169B
$527K ﹤0.01%
15,390
-903
-6% -$57.5K
CAPL icon
697
CrossAmerica Partners
CAPL
$839M
$527K ﹤0.01%
24,500
– –
COLD icon
698
Americold
COLD
$4.17B
$524K ﹤0.01%
18,423
– –
CDC icon
699
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$755M
$520K ﹤0.01%
8,574
– –
THG icon
700
Hanover Insurance
THG
$7.84B
$518K ﹤0.01%
4,035
+4
+0.1% +$538
26 27
28
29 30

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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 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.