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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
SKYY icon
726
First Trust Cloud Computing ETF
SKYY
$2.78B
$618K ﹤0.01%
5,928
+1
+0% +$110
CLX icon
727
Clorox
CLX
$11.8B
$616K ﹤0.01%
3,536
-13,564
-79% -$2.26M
ARKK icon
728
ARK Innovation ETF
ARKK
$5.74B
$615K ﹤0.01%
6,496
+3,293
+103% +$360K
SCHG icon
729
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$609K ﹤0.01%
29,760
+16
+0.1% +$320
UYG icon
730
ProShares Ultra Financials
UYG
$826M
$609K ﹤0.01%
9,000
– –
IRTC icon
731
iRhythm Holdings
IRTC
$3.69B
$608K ﹤0.01%
5,165
-1,175
-19% -$108K
NUAN
732
DELISTED
Nuance Communications, Inc.
NUAN
$608K ﹤0.01%
11,001
-1,500
-12% -$82.7K
DSGR icon
733
Distribution Solutions Group
DSGR
$1.6B
$606K ﹤0.01%
22,136
– –
BFH icon
734
Bread Financial
BFH
$4.29B
$605K ﹤0.01%
9,083
-2,800
-24% -$207K
IGSB icon
735
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$605K ﹤0.01%
11,224
– –
AES icon
736
AES
AES
$10.6B
$600K ﹤0.01%
24,699
+1,000
+4% +$24.3K
IEUR icon
737
iShares Core MSCI Europe ETF
IEUR
$8.8B
$598K ﹤0.01%
+10,279
New +$594K
CDC icon
738
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$745M
$597K ﹤0.01%
8,574
+954
+13% +$64.1K
WTFC icon
739
Wintrust Financial
WTFC
$10.7B
$597K ﹤0.01%
6,576
+200
+3% +$17.8K
MNRO icon
740
Monro
MNRO
$529M
$590K ﹤0.01%
+10,129
New +$598K
PCAR icon
741
PACCAR
PCAR
$70.2B
$586K ﹤0.01%
+9,953
New +$575K
WFC.PRL icon
742
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
$581K ﹤0.01%
+390
New +$582K
ASO icon
743
Academy Sports + Outdoors
ASO
$3.09B
$573K ﹤0.01%
+13,043
New +$566K
MRNA icon
744
Moderna
MRNA
$22.1B
$573K ﹤0.01%
2,255
-1,042
-32% -$305K
CHTR icon
745
Charter Communications
CHTR
$15.7B
$570K ﹤0.01%
875
+280
+47% +$191K
LUV icon
746
Southwest Airlines
LUV
$22.2B
$566K ﹤0.01%
13,210
-7,386
-36% -$347K
COO icon
747
Cooper Companies
COO
$13.7B
$559K ﹤0.01%
5,332
+4
+0.1% +$407
WHR icon
748
Whirlpool
WHR
$2.44B
$558K ﹤0.01%
2,380
+39
+2% +$8.56K
ROAD icon
749
Construction Partners
ROAD
$5.94B
$556K ﹤0.01%
18,910
-1,125
-6% -$39.3K
OEF icon
750
iShares S&P 100 ETF
OEF
$19.8B
$555K ﹤0.01%
2,532
– –
28 29
30
31 32

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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.