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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
+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
NXST icon
776
Nexstar Media Group
NXST
$5.92B
$310K ﹤0.01%
1,797
-271,850
-99% -$50M
ARCB icon
777
ArcBest
ARCB
$3.33B
$308K ﹤0.01%
3,337
– –
FMS icon
778
Fresenius Medical Care
FMS
$13.3B
$303K ﹤0.01%
14,241
+898
+7% +$17.2K
SPYD icon
779
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$303K ﹤0.01%
7,967
+926
+13% +$37K
CWAN
780
DELISTED
Clearwater Analytics
CWAN
$302K ﹤0.01%
18,935
+7,915
+72% +$138K
TWST icon
781
Twist Bioscience
TWST
$5.51B
$302K ﹤0.01%
20,000
– –
OM icon
782
Outset Medical
OM
$87.5M
$297K ﹤0.01%
1,075
– –
HEFA icon
783
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$297K ﹤0.01%
10,070
-250
-2% -$7.22K
NVRO
784
DELISTED
NEVRO CORP.
NVRO
$295K ﹤0.01%
8,159
– –
LPLA icon
785
LPL Financial
LPLA
$27.4B
$294K ﹤0.01%
1,453
-73,892
-98% -$16.9M
SCHV
786
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$294K ﹤0.01%
13,437
-8,499
-39% -$189K
IWY icon
787
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$292K ﹤0.01%
+2,100
New +$273K
ATVI
788
DELISTED
Activision Blizzard
ATVI
$290K ﹤0.01%
3,392
-205
-6% -$15.9K
SCI icon
789
Service Corp International
SCI
$11.7B
$284K ﹤0.01%
34,496
-1,612
-4% -$111K
SCHG icon
790
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$281K ﹤0.01%
17,244
– –
AEM icon
791
Agnico Eagle Mines
AEM
$71.9B
$278K ﹤0.01%
+5,448
New +$280K
CHTR icon
792
Charter Communications
CHTR
$16.7B
$274K ﹤0.01%
+767
New +$286K
STXF
793
Strive 500 ETF
STXF
$1.11B
$272K ﹤0.01%
10,413
– –
IEUR icon
794
iShares Core MSCI Europe ETF
IEUR
$8.82B
$271K ﹤0.01%
5,180
+470
+10% +$24.1K
SJM icon
795
J.M. Smucker
SJM
$13.2B
$271K ﹤0.01%
+1,723
New +$262K
WSO icon
796
Watsco Inc
WSO
$15.1B
$269K ﹤0.01%
+847
New +$249K
FOLD
797
DELISTED
Amicus Therapeutics
FOLD
$266K ﹤0.01%
23,977
+1,272
+6% +$15.7K
TRC icon
798
Tejon Ranch
TRC
$467M
$265K ﹤0.01%
14,523
-101
-0.7% -$1.94K
SPHQ icon
799
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$263K ﹤0.01%
5,562
– –
WHR icon
800
Whirlpool
WHR
$2.49B
$263K ﹤0.01%
+1,993
New +$284K
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 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.