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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
VRTX icon
701
Vertex Pharmaceuticals
VRTX
$124B
$515K ﹤0.01%
1,636
-7,180
-81% -$2.15M
VTS icon
702
Vitesse Energy
VTS
$626M
$515K ﹤0.01%
+27,061
New +$467K
CLX icon
703
Clorox
CLX
$12.1B
$506K ﹤0.01%
3,199
– –
JAZZ icon
704
Jazz Pharmaceuticals
JAZZ
$16.1B
$506K ﹤0.01%
22,157
-38,317
-63% -$5.67M
BFAM icon
705
Bright Horizons
BFAM
$4.24B
$504K ﹤0.01%
6,540
-1,543
-19% -$119K
DSGR icon
706
Distribution Solutions Group
DSGR
$1.6B
$503K ﹤0.01%
22,136
– –
COO icon
707
Cooper Companies
COO
$14.1B
$499K ﹤0.01%
5,344
– –
HESM icon
708
Hess Midstream
HESM
$5.13B
$492K ﹤0.01%
17,000
– –
TEX icon
709
Terex
TEX
$7.84B
$491K ﹤0.01%
10,148
-2,997
-23% -$153K
ROAD icon
710
Construction Partners
ROAD
$6.03B
$490K ﹤0.01%
18,200
+190
+1% +$5.17K
RCL icon
711
Royal Caribbean
RCL
$86.5B
$490K ﹤0.01%
+12,363
New +$816K
VERX icon
712
Vertex
VERX
$2.14B
$489K ﹤0.01%
14,240
– –
EXC icon
713
Exelon
EXC
$48.4B
$488K ﹤0.01%
11,648
-363
-3% -$15.1K
TT icon
714
Trane Technologies
TT
$104B
$485K ﹤0.01%
+2,638
New +$479K
STVN icon
715
Stevanato
STVN
$5.5B
$477K ﹤0.01%
+12,270
New +$263K
DRLL icon
716
Strive US Energy ETF
DRLL
$286M
$476K ﹤0.01%
17,133
+1,685
+11% +$48.4K
DBRG icon
717
DigitalBridge
DBRG
$2.93B
$474K ﹤0.01%
39,571
-2,154
-5% -$27.1K
VSS icon
718
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$472K ﹤0.01%
4,321
-100
-2% -$10.9K
HACK icon
719
Amplify Cybersecurity ETF
HACK
$2.65B
$469K ﹤0.01%
+9,806
New +$448K
ESGV icon
720
Vanguard ESG US Stock ETF
ESGV
$13B
$465K ﹤0.01%
6,490
+1,810
+39% +$126K
VMW
721
DELISTED
VMware, Inc
VMW
$464K ﹤0.01%
10,315
-1,048
-9% -$126K
CEG icon
722
Constellation Energy
CEG
$92.8B
$462K ﹤0.01%
5,891
+32
+0.5% +$2.59K
WTFC icon
723
Wintrust Financial
WTFC
$10.9B
$453K ﹤0.01%
6,203
– –
PEY icon
724
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$443K ﹤0.01%
26,780
+1,000
+4% +$20.6K
AJG icon
725
Arthur J. Gallagher & Co
AJG
$68.2B
$440K ﹤0.01%
+2,300
New +$436K
27 28
29
30 31

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Comerica Bank
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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.