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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
+8.2%
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
$45.7B
AUM Growth
+$568M
Cap. Flow
+$490M
Cap. Flow %
1.07%
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63

Top Buys

Rank Stock Value
1
WEC icon
WEC Energy
WEC
+$114M
2
NEE icon
NextEra Energy
NEE
+$107M
3
PFE icon
Pfizer
PFE
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$96.6M
5
WDAY icon
Workday
WDAY
+$88.6M

Top Sells

Rank Stock Value
1
RUN icon
Sunrun
RUN
+$208M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$207M
3
RBA icon
RB Global
RBA
+$108M
4
SYK icon
Stryker
SYK
+$83M
5
MDLZ icon
Mondelez International
MDLZ
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UYG icon
726
ProShares Ultra Financials
UYG
$842M
$411K ﹤0.01%
9,000
– –
TWST icon
727
Twist Bioscience
TWST
$5.42B
$409K ﹤0.01%
20,000
– –
CRI icon
728
Carter's
CRI
$1.44B
$409K ﹤0.01%
5,635
– –
PYCR
729
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$405K ﹤0.01%
17,125
– –
VRSK icon
730
Verisk Analytics
VRSK
$28.1B
$404K ﹤0.01%
1,787
-18,950
-91% -$3.98M
DOCN icon
731
DigitalOcean
DOCN
$13.1B
$401K ﹤0.01%
10,000
-4,000
-29% -$147K
RKT icon
732
Rocket Companies
RKT
$39.4B
$401K ﹤0.01%
44,793
– –
VIS icon
733
Vanguard Industrials ETF
VIS
$8.23B
$397K ﹤0.01%
1,934
– –
IBTF
734
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$396K ﹤0.01%
17,100
– –
SSD icon
735
Simpson Manufacturing
SSD
$8.45B
$395K ﹤0.01%
2,851
-675
-19% -$83K
SPYD icon
736
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$393K ﹤0.01%
10,589
+2,622
+33% +$96.8K
ADM icon
737
Archer Daniels Midland
ADM
$39.8B
$391K ﹤0.01%
5,179
-63
-1% -$4.77K
NEM icon
738
Newmont
NEM
$97.2B
$386K ﹤0.01%
9,047
+197
+2% +$8.94K
BITO icon
739
ProShares Bitcoin Strategy ETF
BITO
$1.39B
$377K ﹤0.01%
22,202
+4,286
+24% +$69.5K
XNCR icon
740
Xencor
XNCR
$1.43B
$376K ﹤0.01%
15,063
– –
STT icon
741
State Street
STT
$49.8B
$376K ﹤0.01%
5,132
-242
-5% -$17.4K
MSI icon
742
Motorola Solutions
MSI
$73.1B
$373K ﹤0.01%
1,272
-10,045
-89% -$2.88M
QVCGA
743
DELISTED
QVC Group Inc Series A
QVCGA
$366K ﹤0.01%
7,401
-61
-0.8% -$2.75K
CFO icon
744
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$422M
$366K ﹤0.01%
5,933
-1,124
-16% -$69.2K
BROS icon
745
Dutch Bros
BROS
$8.94B
$364K ﹤0.01%
12,800
-5,200
-29% -$154K
NU icon
746
Nu Holdings
NU
$71.4B
$358K ﹤0.01%
45,417
+16,428
+57% +$101K
LKQ icon
747
LKQ Corp
LKQ
$6.79B
$355K ﹤0.01%
+6,087
New +$339K
OM icon
748
Outset Medical
OM
$84.3M
$353K ﹤0.01%
1,075
– –
SCHG icon
749
Schwab US Large-Cap Growth ETF
SCHG
$59.2B
$352K ﹤0.01%
18,784
+1,540
+9% +$26.4K
BSV icon
750
Vanguard Short-Term Bond ETF
BSV
$44.7B
$351K ﹤0.01%
4,642
– –
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 Q2 2023 Portfolio in Review

As of Q2 2023, CIBC Private Wealth Group held 939 positions worth $45.7B, up 1.3% from $45.2B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2023 filing shows 53 new, 359 increased, 344 reduced and 63 closed positions. Its largest new stake was Globant: 242,352 shares worth $43.6M. The largest sale was Sunrun, an estimated $208M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2023 buy was Globant: 242,352 shares worth $43.6M.
  • CIBC Private Wealth Group added most to WEC Energy in Q2 2023, an estimated $114M increase.
  • CIBC Private Wealth Group's biggest Q2 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $207M.
  • CIBC Private Wealth Group fully exited Sunrun in Q2 2023, selling an estimated $208M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.7B portfolio in Q2 2023.
  • CIBC Private Wealth Group opened 53 new positions and closed 63 in Q2 2023.
  • CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $45.7B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2023, filed 10 Aug 2023.