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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
CFO icon
726
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$422M
$440K ﹤0.01%
7,057
– –
SLY
727
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
$439K ﹤0.01%
+5,229
New +$454K
HLT icon
728
Hilton Worldwide
HLT
$73.4B
$438K ﹤0.01%
+3,111
New +$438K
SNN icon
729
Smith & Nephew
SNN
$13.7B
$434K ﹤0.01%
15,555
– –
NEM icon
730
Newmont
NEM
$96.4B
$434K ﹤0.01%
8,850
+2,303
+35% +$112K
NOC icon
731
Northrop Grumman
NOC
$78B
$424K ﹤0.01%
+919
New +$426K
ACGL icon
732
Arch Capital
ACGL
$37.2B
$421K ﹤0.01%
6,206
-13,512
-69% -$888K
TTD icon
733
Trade Desk
TTD
$8.89B
$421K ﹤0.01%
+6,907
New +$368K
XNCR icon
734
Xencor
XNCR
$1.48B
$420K ﹤0.01%
15,063
– –
ADM icon
735
Archer Daniels Midland
ADM
$40.1B
$418K ﹤0.01%
5,242
-34
-0.6% -$2.78K
BAH icon
736
Booz Allen Hamilton
BAH
$8.78B
$416K ﹤0.01%
4,492
+96
+2% +$9.1K
PHG icon
737
Philips
PHG
$24.8B
$411K ﹤0.01%
26,184
+924
+4% +$13.3K
DFAC icon
738
Dimensional US Core Equity 2 ETF
DFAC
$47.7B
$410K ﹤0.01%
16,105
+2,365
+17% +$59.9K
STT icon
739
State Street
STT
$50.2B
$407K ﹤0.01%
5,374
-30
-0.6% -$2.53K
RKT icon
740
Rocket Companies
RKT
$39.6B
$406K ﹤0.01%
44,793
+693
+2% +$5.98K
CRI icon
741
Carter's
CRI
$1.45B
$405K ﹤0.01%
5,635
– –
IBTF
742
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$402K ﹤0.01%
17,100
– –
AES icon
743
AES
AES
$10.6B
$402K ﹤0.01%
16,708
– –
PRO
744
DELISTED
PROS Holdings
PRO
$402K ﹤0.01%
21,675
+8,165
+60% +$213K
OMCL icon
745
Omnicell
OMCL
$1.96B
$402K ﹤0.01%
6,845
-2,335
-25% -$129K
SCHK icon
746
Schwab 1000 Index ETF
SCHK
$5.67B
$397K ﹤0.01%
20,076
+76
+0.4% +$1.47K
TW icon
747
Tradeweb Markets
TW
$22.2B
$396K ﹤0.01%
5,017
-987
-16% -$71.5K
COCO icon
748
Vita Coco
COCO
$3.97B
$392K ﹤0.01%
20,000
+10,000
+100% +$157K
SSD icon
749
Simpson Manufacturing
SSD
$8.16B
$387K ﹤0.01%
+3,526
New +$370K
SKYY icon
750
First Trust Cloud Computing ETF
SKYY
$2.82B
$386K ﹤0.01%
5,770
-116
-2% -$7.3K
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 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.