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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
HIG icon
801
Hartford Financial Services
HIG
$38.4B
$435K ﹤0.01%
+6,301
New +$445K
CRSP icon
802
CRISPR Therapeutics
CRSP
$4.6B
$425K ﹤0.01%
5,609
-140
-2% -$12.2K
DLR icon
803
Digital Realty Trust
DLR
$72.4B
$424K ﹤0.01%
2,400
+725
+43% +$116K
CAG icon
804
Conagra Brands
CAG
$7.29B
$422K ﹤0.01%
12,364
-258
-2% -$8.45K
CVE icon
805
Cenovus Energy
CVE
$52.3B
$422K ﹤0.01%
+34,326
New +$411K
AVLR
806
DELISTED
Avalara, Inc.
AVLR
$421K ﹤0.01%
3,261
– –
HEFA icon
807
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$418K ﹤0.01%
11,831
-392
-3% -$13.8K
OPP
808
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$191M
$417K ﹤0.01%
29,735
+7,434
+33% +$109K
QQQJ icon
809
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.12B
$412K ﹤0.01%
+12,282
New +$420K
GLO
810
Clough Global Opportunities Fund
GLO
$248M
$410K ﹤0.01%
38,500
– –
FFIU icon
811
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
$52.6M
$399K ﹤0.01%
15,358
– –
OGN icon
812
Organon & Co
OGN
$3.56B
$399K ﹤0.01%
13,101
-2,920
-18% -$95.1K
TRUP icon
813
Trupanion
TRUP
$1.08B
$398K ﹤0.01%
3,017
– –
DKNG icon
814
DraftKings
DKNG
$12B
$397K ﹤0.01%
14,440
+6,373
+79% +$250K
SCHF icon
815
Schwab International Equity ETF
SCHF
$65.9B
$397K ﹤0.01%
20,406
+1,450
+8% +$28.5K
DAN icon
816
Dana Inc
DAN
$2.93B
$393K ﹤0.01%
17,225
+225
+1% +$5.22K
VIS icon
817
Vanguard Industrials ETF
VIS
$8.26B
$393K ﹤0.01%
1,934
-5
-0.3% -$999
GRWG icon
818
GrowGeneration
GRWG
$88.9M
$392K ﹤0.01%
+30,000
New +$575K
PRO
819
DELISTED
PROS Holdings
PRO
$390K ﹤0.01%
11,300
+415
+4% +$14.2K
RF icon
820
Regions Financial
RF
$26.2B
$387K ﹤0.01%
17,745
– –
SAP icon
821
SAP
SAP
$200B
$384K ﹤0.01%
2,742
+30
+1% +$4.19K
INTT icon
822
inTEST
INTT
$171M
$383K ﹤0.01%
+30,085
New +$390K
COIN icon
823
Coinbase
COIN
$44.1B
$382K ﹤0.01%
1,512
-106
-7% -$30.8K
EPI icon
824
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$382K ﹤0.01%
10,485
-50
-0.5% -$1.87K
MNR
825
DELISTED
Monmouth Real Estate Investment Corp
MNR
$378K ﹤0.01%
18,000
– –
31 32
33
34 35

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CWM
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VRS
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FAF
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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.