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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
+7.68%
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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
+$617M
Cap. Flow %
2.07%
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$172M
2
PLD icon
Prologis
PLD
+$104M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$90.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.3M
5
EOG icon
EOG Resources
EOG
+$71.2M

Top Sells

Rank Stock Value
1
LFG
Archaea Energy Inc.
LFG
+$103M
2
AMZN icon
Amazon
AMZN
+$74.1M
3
FIS icon
Fidelity National Information Services
FIS
+$63.4M
4
EW icon
Edwards Lifesciences
EW
+$58M
5
MDT icon
Medtronic
MDT
+$57.7M

Sector Composition

Rank Sector Weight
1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RF icon
701
Regions Financial
RF
$26.5B
$268K ﹤0.01%
12,557
+540
+4% +$11.7K
SUI icon
702
Sun Communities
SUI
$15.6B
$265K ﹤0.01%
1,852
-17
-0.9% -$2.32K
VMBS icon
703
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$258K ﹤0.01%
+1,410
New +$63.8K
DAN icon
704
Dana Inc
DAN
$2.95B
$257K ﹤0.01%
+17,000
New +$264K
BAH icon
705
Booz Allen Hamilton
BAH
$8.74B
$255K ﹤0.01%
4,396
+475
+12% +$49.4K
OPP
706
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$190M
$255K ﹤0.01%
29,735
– –
SCHG icon
707
Schwab US Large-Cap Growth ETF
SCHG
$59.2B
$253K ﹤0.01%
17,244
-12,312
-42% -$177K
STXF
708
Strive 500 ETF
STXF
$1.11B
$253K ﹤0.01%
10,413
– –
PGX icon
709
Invesco Preferred ETF
PGX
$3.82B
$245K ﹤0.01%
208,120
-89,508
-30% -$1.04M
THG icon
710
Hanover Insurance
THG
$7.8B
$241K ﹤0.01%
4,031
-22
-0.5% -$3.07K
ICLN icon
711
iShares Global Clean Energy ETF
ICLN
$2.27B
$235K ﹤0.01%
14,610
-1,614
-10% -$31.7K
DCH
712
Dauch Corp
DCH
$1.32B
$235K ﹤0.01%
30,000
– –
ARCB icon
713
ArcBest
ARCB
$3.33B
$234K ﹤0.01%
3,337
-132
-4% -$10.2K
PAYC icon
714
Paycom
PAYC
$7.59B
$231K ﹤0.01%
+746
New +$241K
SOFI icon
715
SoFi Technologies
SOFI
$21.5B
$225K ﹤0.01%
78,231
-22,585
-22% -$112K
SPG icon
716
Simon Property Group
SPG
$76.6B
$223K ﹤0.01%
1,901
-1,246
-40% -$138K
ITA icon
717
iShares US Aerospace & Defense ETF
ITA
$14.5B
$222K ﹤0.01%
3,710
– –
JSTC icon
718
Adasina Social Justice All Cap Global ETF
JSTC
$299M
$214K ﹤0.01%
+14,370
New +$211K
MOAT icon
719
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$213K ﹤0.01%
+3,283
New +$213K
OGN icon
720
Organon & Co
OGN
$3.56B
$213K ﹤0.01%
9,187
-2,731
-23% -$69.8K
OABI icon
721
OmniAb
OABI
$288M
$212K ﹤0.01%
+58,878
New +$309K
ETV
722
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.71B
$211K ﹤0.01%
17,162
– –
ONB icon
723
Old National Bancorp
ONB
$10.2B
$211K ﹤0.01%
+12,105
New +$222K
TOST icon
724
Toast
TOST
$19B
$207K ﹤0.01%
+11,489
New +$216K
CWAN
725
DELISTED
Clearwater Analytics
CWAN
$207K ﹤0.01%
+11,020
New +$191K
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 2022 Portfolio in Review

As of Q4 2022, CIBC Private Wealth Group held 976 positions worth $29.8B, down 20% from $37.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q4 2022 filing shows 67 new, 299 increased, 394 reduced and 117 closed positions. Its largest new stake was Nexstar Media Group: 273,647 shares worth $5.02M. The largest sale was Archaea Energy Inc., an estimated $103M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q4 2022 buy was Nexstar Media Group: 273,647 shares worth $5.02M.
  • CIBC Private Wealth Group added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $172M increase.
  • CIBC Private Wealth Group's biggest Q4 2022 reduction was Amazon, cutting an estimated $74.1M.
  • CIBC Private Wealth Group fully exited Archaea Energy Inc. in Q4 2022, selling an estimated $103M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $29.8B portfolio in Q4 2022.
  • CIBC Private Wealth Group opened 67 new positions and closed 117 in Q4 2022.
  • CIBC Private Wealth Group's portfolio value fell 20% quarter-over-quarter to $29.8B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.