We are live on ! Find out more
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
UYG icon
751
ProShares Ultra Financials
UYG
$819M
$380K ﹤0.01%
9,000
– –
VLO icon
752
Valero Energy
VLO
$89.5B
$371K ﹤0.01%
2,655
-191
-7% -$25.7K
VIS icon
753
Vanguard Industrials ETF
VIS
$7.94B
$368K ﹤0.01%
1,934
– –
BEN icon
754
Franklin Resources
BEN
$16.8B
$362K ﹤0.01%
23,303
+156
+0.7% +$4.56K
MRNA icon
755
Moderna
MRNA
$21.6B
$358K ﹤0.01%
2,329
-8,244
-78% -$1.36M
DFUV icon
756
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$355K ﹤0.01%
10,606
– –
BSV icon
757
Vanguard Short-Term Bond ETF
BSV
$44.7B
$355K ﹤0.01%
4,642
-100
-2% -$7.58K
TPR icon
758
Tapestry
TPR
$30.3B
$354K ﹤0.01%
8,219
– –
PHM icon
759
Pultegroup
PHM
$25.2B
$352K ﹤0.01%
+6,036
New +$326K
LUV icon
760
Southwest Airlines
LUV
$21.7B
$345K ﹤0.01%
17,469
+8,382
+92% +$285K
CHDN icon
761
Churchill Downs
CHDN
$6.17B
$338K ﹤0.01%
2,632
– –
TFLO icon
762
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$336K ﹤0.01%
6,651
– –
PNW icon
763
Pinnacle West Capital
PNW
$12.4B
$336K ﹤0.01%
+4,240
New +$320K
EFV icon
764
iShares MSCI EAFE Value ETF
EFV
$28.3B
$333K ﹤0.01%
6,863
-13,794
-67% -$668K
ICSH icon
765
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$328K ﹤0.01%
6,523
+1,123
+21% +$56.3K
CNH
766
CNH Industrial
CNH
$13.3B
$325K ﹤0.01%
21,270
+2,270
+12% +$36.8K
MORN icon
767
Morningstar
MORN
$7.55B
$324K ﹤0.01%
1,595
– –
IBTG icon
768
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$323K ﹤0.01%
14,000
– –
VIOV icon
769
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$322K ﹤0.01%
+3,988
New +$336K
TILT icon
770
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.15B
$322K ﹤0.01%
+2,050
New +$320K
RPM icon
771
RPM International
RPM
$13.8B
$321K ﹤0.01%
+3,682
New +$323K
IBTD
772
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
$320K ﹤0.01%
12,900
– –
HOLX
773
DELISTED
Hologic
HOLX
$317K ﹤0.01%
3,934
– –
BITO icon
774
ProShares Bitcoin Strategy ETF
BITO
$1.39B
$314K ﹤0.01%
17,916
+7,352
+70% +$106K
VTIP icon
775
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$313K ﹤0.01%
6,541
-11,376
-63% -$536K
29 30
31
32 33

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.