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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
+7.68%
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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
+$617M
Cap. Flow %
2.07%
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$172M
2
PLD icon
Prologis
PLD
+$104M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$90.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.3M
5
EOG icon
EOG Resources
EOG
+$71.2M

Top Sells

Rank Stock Value
1
LFG
Archaea Energy Inc.
LFG
+$103M
2
AMZN icon
Amazon
AMZN
+$74.1M
3
FIS icon
Fidelity National Information Services
FIS
+$63.4M
4
EW icon
Edwards Lifesciences
EW
+$58M
5
MDT icon
Medtronic
MDT
+$57.7M

Sector Composition

Rank Sector Weight
1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
751
Vanguard Large-Cap ETF
VV
$51.9B
$2.14K ﹤0.01%
12,302
+120
+1% +$21.1K
DOV icon
752
Dover
DOV
$27.7B
$2.09K ﹤0.01%
15,443
-218
-1% -$29K
MRNA icon
753
Moderna
MRNA
$22.1B
$1.9K ﹤0.01%
10,573
+8,496
+409% +$1.39M
JEF icon
754
Jefferies Financial Group
JEF
$13B
$1.84K ﹤0.01%
56,047
-10,460
-16% -$348K
KMX icon
755
CarMax
KMX
$8.29B
$1.78K ﹤0.01%
29,276
+4,291
+17% +$275K
CM icon
756
Canadian Imperial Bank of Commerce
CM
$108B
$1.71K ﹤0.01%
42,228
+200
+0.5% +$8.82K
SPSM icon
757
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$1.71K ﹤0.01%
46,188
+11,254
+32% +$422K
XLV icon
758
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$1.66K ﹤0.01%
12,186
+131
+1% +$17.4K
AMLX icon
759
Amylyx Pharmaceuticals
AMLX
$2.17B
$1.53K ﹤0.01%
+41,476
New +$1.47M
HALO icon
760
Halozyme
HALO
$9.66B
$1.49K ﹤0.01%
+26,239
New +$1.34M
AOS icon
761
A.O. Smith
AOS
$8.61B
$1.49K ﹤0.01%
26,074
-324
-1% -$18.1K
VXUS icon
762
Vanguard Total International Stock ETF
VXUS
$153B
$1.49K ﹤0.01%
28,835
-8,534
-23% -$427K
XLP icon
763
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$1.36K ﹤0.01%
18,187
-12,750
-41% -$929K
FRC
764
DELISTED
First Republic Bank
FRC
$1.35K ﹤0.01%
11,052
+1,333
+14% +$163K
NTRS icon
765
Northern Trust
NTRS
$22.4B
$1.3K ﹤0.01%
14,729
-706
-5% -$61.8K
HTGC icon
766
Hercules Capital
HTGC
$2.95B
$1.3K ﹤0.01%
98,010
– –
IONQ icon
767
IonQ
IONQ
$13.4B
$1.21K ﹤0.01%
350,000
+170,000
+94% +$821K
USMV icon
768
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$1.14K ﹤0.01%
15,821
+50
+0.3% +$3.56K
PHO icon
769
Invesco Water Resources ETF
PHO
$1.98B
$1.04K ﹤0.01%
20,236
+10
+0% +$504
AIG icon
770
American International
AIG
$42B
$965 ﹤0.01%
15,258
– –
CPRX
771
DELISTED
Catalyst Pharmaceutical
CPRX
$945 ﹤0.01%
+50,810
New +$782K
O icon
772
Realty Income
O
$61.1B
$873 ﹤0.01%
13,759
+1,300
+10% +$80.7K
LBRDK icon
773
Liberty Broadband Class C
LBRDK
$4.44B
$846 ﹤0.01%
11,087
+160
+1% +$13K
MU icon
774
Micron Technology
MU
$1.02T
$833 ﹤0.01%
16,662
+304
+2% +$16.6K
CWH icon
775
Camping World
CWH
$389M
$813 ﹤0.01%
36,424
– –
29 30
31
32 33

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CWM
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VRS
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FAF
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BGIM
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CIBC Private Wealth Group's Q4 2022 Portfolio in Review

As of Q4 2022, CIBC Private Wealth Group held 976 positions worth $29.8B, down 20% from $37.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q4 2022 filing shows 67 new, 299 increased, 394 reduced and 117 closed positions. Its largest new stake was Nexstar Media Group: 273,647 shares worth $5.02M. The largest sale was Archaea Energy Inc., an estimated $103M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q4 2022 buy was Nexstar Media Group: 273,647 shares worth $5.02M.
  • CIBC Private Wealth Group added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $172M increase.
  • CIBC Private Wealth Group's biggest Q4 2022 reduction was Amazon, cutting an estimated $74.1M.
  • CIBC Private Wealth Group fully exited Archaea Energy Inc. in Q4 2022, selling an estimated $103M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $29.8B portfolio in Q4 2022.
  • CIBC Private Wealth Group opened 67 new positions and closed 117 in Q4 2022.
  • CIBC Private Wealth Group's portfolio value fell 20% quarter-over-quarter to $29.8B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.