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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
+10.41%
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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.39B
Cap. Flow %
2.88%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
TMCI icon
Treace Medical Concepts
TMCI
+$247M
2
DIS icon
Walt Disney
DIS
+$175M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

Rank Stock Value
1
CI icon
Cigna
CI
+$109M
2
CMCSA icon
Comcast
CMCSA
+$106M
3
BX icon
Blackstone
BX
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

Rank Sector Weight
1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMO icon
701
Bank of Montreal
BMO
$126B
$716K ﹤0.01%
6,641
+4,397
+196% +$474K
GLDM icon
702
SPDR Gold MiniShares Trust
GLDM
$27.4B
$713K ﹤0.01%
19,598
-10,837
-36% -$387K
LNC icon
703
Lincoln National
LNC
$8.15B
$709K ﹤0.01%
10,393
+172
+2% +$12.1K
VCRA
704
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
$706K ﹤0.01%
10,882
-2,290
-17% -$129K
COLD icon
705
Americold
COLD
$4.19B
$701K ﹤0.01%
21,373
-31,895
-60% -$986K
EIX icon
706
Edison International
EIX
$30.9B
$697K ﹤0.01%
10,206
– –
ACVA icon
707
ACV Auctions
ACVA
$1.43B
$689K ﹤0.01%
+36,574
New +$718K
CLF icon
708
Cleveland-Cliffs
CLF
$6.93B
$688K ﹤0.01%
31,592
-3,205
-9% -$69K
DOCN icon
709
DigitalOcean
DOCN
$13.1B
$685K ﹤0.01%
8,526
+1,000
+13% +$93.6K
PXF icon
710
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
$681K ﹤0.01%
14,368
– –
ZNGA
711
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$669K ﹤0.01%
104,529
+10,488
+11% +$72.3K
ATR icon
712
AptarGroup
ATR
$8.73B
$668K ﹤0.01%
5,455
– –
REZI icon
713
Resideo Technologies
REZI
$5.47B
$668K ﹤0.01%
25,664
-1
-0% -$26
PDI icon
714
PIMCO Dynamic Income Fund
PDI
$7.39B
$666K ﹤0.01%
+25,705
New +$672K
CRWD icon
715
CrowdStrike
CRWD
$186B
$665K ﹤0.01%
13,000
-28,408
-69% -$1.73M
VTIP icon
716
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$661K ﹤0.01%
+12,868
New +$670K
ONEM
717
DELISTED
1Life Healthcare
ONEM
$657K ﹤0.01%
37,407
+5,000
+15% +$97K
CDK
718
DELISTED
CDK Global, Inc.
CDK
$650K ﹤0.01%
+15,549
New +$653K
B
719
Barrick Mining
B
$61.7B
$647K ﹤0.01%
+34,039
New +$646K
LOPE icon
720
Grand Canyon Education
LOPE
$3.99B
$644K ﹤0.01%
7,508
-35
-0.5% -$2.89K
GDX icon
721
VanEck Gold Miners ETF
GDX
$22.9B
$641K ﹤0.01%
20,015
-16,981
-46% -$542K
VSS icon
722
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$639K ﹤0.01%
4,772
-78
-2% -$10.6K
IJJ icon
723
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.94B
$628K ﹤0.01%
5,676
+1,630
+40% +$177K
HACK icon
724
Amplify Cybersecurity ETF
HACK
$2.67B
$621K ﹤0.01%
10,100
+1
+0% +$63
RKT icon
725
Rocket Companies
RKT
$39.5B
$618K ﹤0.01%
+44,100
New +$702K
27 28
29
30 31

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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 Q4 2021 Portfolio in Review

As of Q4 2021, CIBC Private Wealth Group held 1,070 positions worth $48.2B, up 12% from $43B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q4 2021 filing shows 143 new, 482 increased, 257 reduced and 62 closed positions. Its largest new stake was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M. The largest sale was Cigna, an estimated $109M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2021 buy was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M.
  • CIBC Private Wealth Group added most to Treace Medical Concepts in Q4 2021, an estimated $247M increase.
  • CIBC Private Wealth Group's biggest Q4 2021 reduction was Cigna, cutting an estimated $109M.
  • CIBC Private Wealth Group fully exited Everbridge, Inc. Common Stock in Q4 2021, selling an estimated $17.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $48.2B portfolio in Q4 2021.
  • CIBC Private Wealth Group opened 143 new positions and closed 62 in Q4 2021.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $48.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.