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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
NUE icon
676
Nucor
NUE
$59.9B
$556K ﹤0.01%
3,391
-127
-4% -$18.5K
PHYS icon
677
Sprott Physical Gold
PHYS
$14.5B
$543K ﹤0.01%
36,394
+14,000
+63% +$216K
MODN
678
DELISTED
MODEL N, INC.
MODN
$543K ﹤0.01%
15,355
– –
DD icon
679
DuPont de Nemours
DD
$19.1B
$541K ﹤0.01%
6,036
-274
-4% -$23.6K
SBLK icon
680
Star Bulk Carriers
SBLK
$3.12B
$536K ﹤0.01%
+30,300
New +$583K
COLD icon
681
Americold
COLD
$4.19B
$530K ﹤0.01%
16,421
-2,002
-11% -$59.6K
CPT icon
682
Camden Property Trust
CPT
$11.4B
$529K ﹤0.01%
4,861
-613
-11% -$66.1K
WTFC icon
683
Wintrust Financial
WTFC
$10.9B
$523K ﹤0.01%
7,203
+1,000
+16% +$68.2K
LEG icon
684
Leggett & Platt
LEG
$1.47B
$523K ﹤0.01%
17,641
+38
+0.2% +$1.2K
HESM icon
685
Hess Midstream
HESM
$5.14B
$522K ﹤0.01%
17,000
– –
IRTC icon
686
iRhythm Holdings
IRTC
$3.87B
$515K ﹤0.01%
4,937
-1
-0% -$120
PEY icon
687
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$515K ﹤0.01%
26,780
– –
PHG icon
688
Philips
PHG
$24.8B
$513K ﹤0.01%
26,437
+253
+1% +$4.42K
COO icon
689
Cooper Companies
COO
$14B
$512K ﹤0.01%
5,344
– –
CEG icon
690
Constellation Energy
CEG
$94B
$508K ﹤0.01%
5,549
-342
-6% -$28.4K
GDX icon
691
VanEck Gold Miners ETF
GDX
$22.8B
$505K ﹤0.01%
16,765
-2,625
-14% -$85.5K
TT icon
692
Trane Technologies
TT
$103B
$505K ﹤0.01%
2,638
– –
RDIV icon
693
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.4B
$502K ﹤0.01%
12,834
– –
SNN icon
694
Smith & Nephew
SNN
$13.5B
$502K ﹤0.01%
15,555
– –
BAH icon
695
Booz Allen Hamilton
BAH
$8.72B
$500K ﹤0.01%
4,477
-15
-0.3% -$1.48K
AJG icon
696
Arthur J. Gallagher & Co
AJG
$67B
$498K ﹤0.01%
2,268
-32
-1% -$6.66K
CFR icon
697
Cullen/Frost Bankers
CFR
$10.4B
$497K ﹤0.01%
4,625
+2,250
+95% +$235K
HACK icon
698
Amplify Cybersecurity ETF
HACK
$2.66B
$496K ﹤0.01%
9,808
+2
+0% +$95
VT icon
699
Vanguard Total World Stock ETF
VT
$76.4B
$496K ﹤0.01%
+5,115
New +$480K
CDC icon
700
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$755M
$494K ﹤0.01%
8,574
– –
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 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.