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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
SU icon
751
Suncor Energy
SU
$75.6B
$555K ﹤0.01%
+22,160
New +$540K
EES icon
752
WisdomTree US SmallCap Earnings Fund
EES
$721M
$552K ﹤0.01%
10,740
– –
VRTX icon
753
Vertex Pharmaceuticals
VRTX
$122B
$552K ﹤0.01%
2,513
+21
+0.8% +$4.08K
ABM icon
754
ABM Industries
ABM
$2.84B
$551K ﹤0.01%
13,500
– –
CFO icon
755
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$418M
$548K ﹤0.01%
7,057
– –
SNN icon
756
Smith & Nephew
SNN
$13.1B
$547K ﹤0.01%
+15,816
New +$543K
SYF icon
757
Synchrony
SYF
$24.5B
$546K ﹤0.01%
11,762
+308
+3% +$14.8K
GSHD icon
758
Goosehead Insurance
GSHD
$1.47B
$543K ﹤0.01%
4,175
– –
NUE icon
759
Nucor
NUE
$56.4B
$543K ﹤0.01%
4,753
+1,738
+58% +$190K
PEY icon
760
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.14B
$543K ﹤0.01%
25,780
– –
RPM icon
761
RPM International
RPM
$13.8B
$535K ﹤0.01%
5,297
+5
+0.1% +$455
FTS icon
762
Fortis
FTS
$29.7B
$531K ﹤0.01%
+11,000
New +$498K
GD icon
763
General Dynamics
GD
$105B
$531K ﹤0.01%
2,549
-14
-0.5% -$2.83K
MORN icon
764
Morningstar
MORN
$6.94B
$531K ﹤0.01%
1,554
+250
+19% +$77.4K
CWB icon
765
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.57B
$529K ﹤0.01%
+6,376
New +$546K
EXAS
766
DELISTED
Exact Sciences
EXAS
$527K ﹤0.01%
6,765
-244,804
-97% -$21.6M
AQN icon
767
Algonquin Power & Utilities
AQN
$4.63B
$520K ﹤0.01%
+36,000
New +$515K
NET icon
768
Cloudflare
NET
$94.3B
$518K ﹤0.01%
3,941
– –
SNV
769
DELISTED
Synovus
SNV
$518K ﹤0.01%
10,807
-1,075
-9% -$50.9K
HRI icon
770
Herc Holdings
HRI
$5.34B
$517K ﹤0.01%
+3,300
New +$582K
WU icon
771
Western Union
WU
$2.55B
$511K ﹤0.01%
+28,679
New +$529K
PHYS icon
772
Sprott Physical Gold
PHYS
$14.7B
$510K ﹤0.01%
35,496
+10,000
+39% +$141K
NDAQ icon
773
Nasdaq
NDAQ
$52.5B
$505K ﹤0.01%
+7,218
New +$492K
CE icon
774
Celanese
CE
$4.87B
$502K ﹤0.01%
2,987
+1,153
+63% +$188K
SCHV
775
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$499K ﹤0.01%
20,436
+1,653
+9% +$39.2K
29 30
31
32 33

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.