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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
GXO icon
776
GXO Logistics
GXO
$6.13B
$812 ﹤0.01%
19,016
-5,838
-23% -$234K
GLDM icon
777
SPDR Gold MiniShares Trust
GLDM
$27.8B
$810 ﹤0.01%
22,372
-1,000
-4% -$34.4K
AMTX icon
778
Aemetis
AMTX
$109M
$806 ﹤0.01%
203,590
+20,000
+11% +$114K
FELE icon
779
Franklin Electric
FELE
$4.66B
$805 ﹤0.01%
10,090
– –
CBRE icon
780
CBRE Group
CBRE
$42.1B
$789 ﹤0.01%
10,257
– –
DSI icon
781
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$780 ﹤0.01%
10,860
– –
GSY icon
782
Invesco Ultra Short Duration ETF
GSY
$3.86B
$770 ﹤0.01%
15,560
– –
HSBC icon
783
HSBC
HSBC
$357B
$651 ﹤0.01%
20,899
-9,767
-32% -$277K
PXF icon
784
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
$617 ﹤0.01%
14,856
-459
-3% -$18.1K
STAA icon
785
STAAR Surgical
STAA
$1.14B
$611 ﹤0.01%
12,594
+1,068
+9% +$67K
B
786
Barrick Mining
B
$62.6B
$578 ﹤0.01%
33,639
-100
-0.3% -$1.59K
TEX icon
787
Terex
TEX
$7.89B
$562 ﹤0.01%
13,145
+2,997
+30% +$121K
IBTE
788
DELISTED
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
$560 ﹤0.01%
+23,500
New +$561K
RDIV icon
789
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.38B
$559 ﹤0.01%
12,834
– –
COLD icon
790
Americold
COLD
$4.17B
$522 ﹤0.01%
18,423
-1,504
-8% -$40.5K
EXC icon
791
Exelon
EXC
$48.2B
$519 ﹤0.01%
12,011
-4,380
-27% -$173K
HESM icon
792
Hess Midstream
HESM
$5.11B
$509 ﹤0.01%
17,000
-1,000
-6% -$28.6K
RPRX icon
793
Royalty Pharma
RPRX
$26B
$490 ﹤0.01%
12,399
– –
CAPL icon
794
CrossAmerica Partners
CAPL
$838M
$486 ﹤0.01%
24,500
– –
TWST icon
795
Twist Bioscience
TWST
$5.39B
$476 ﹤0.01%
20,000
– –
BROS icon
796
Dutch Bros
BROS
$9.01B
$443 ﹤0.01%
15,715
+1,000
+7% +$33.1K
HOMZ icon
797
Hoya Capital Housing ETF
HOMZ
$36M
$432 ﹤0.01%
13,620
– –
SNN icon
798
Smith & Nephew
SNN
$13.1B
$418 ﹤0.01%
15,555
– –
OM icon
799
Outset Medical
OM
$80.1M
$416 ﹤0.01%
1,075
– –
DSGR icon
800
Distribution Solutions Group
DSGR
$1.6B
$408 ﹤0.01%
22,136
– –
30 31
32
33 34

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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 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.