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
+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
IBTF
801
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$398 ﹤0.01%
+17,100
New +$398K
XNCR icon
802
Xencor
XNCR
$1.47B
$392 ﹤0.01%
15,063
-1,000
-6% -$28K
ENVX icon
803
Enovix
ENVX
$923M
$387 ﹤0.01%
35,557
+1,796
+5% +$22.1K
QLD icon
804
ProShares Ultra QQQ
QLD
$12.5B
$374 ﹤0.01%
21,336
– –
SCHK icon
805
Schwab 1000 Index ETF
SCHK
$5.66B
$369 ﹤0.01%
+20,000
New +$372K
DFUV icon
806
Dimensional US Marketwide Value ETF
DFUV
$15.4B
$355 ﹤0.01%
10,606
– –
PHG icon
807
Philips
PHG
$24.3B
$324 ﹤0.01%
25,260
+7,172
+40% +$86.5K
IBTD
808
DELISTED
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
$319 ﹤0.01%
+12,900
New +$319K
DOCN icon
809
DigitalOcean
DOCN
$14.1B
$318 ﹤0.01%
12,500
+560
+5% +$17.5K
IBTG icon
810
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$318 ﹤0.01%
+14,000
New +$318K
RKT icon
811
Rocket Companies
RKT
$38.2B
$309 ﹤0.01%
44,100
– –
PLTR icon
812
Palantir
PLTR
$315B
$300 ﹤0.01%
46,710
-35,648
-43% -$270K
HEFA icon
813
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$279 ﹤0.01%
10,320
-1,721
-14% -$52.7K
TRC icon
814
Tejon Ranch
TRC
$476M
$276 ﹤0.01%
14,624
-600
-4% -$10.5K
WU icon
815
Western Union
WU
$2.55B
$226 ﹤0.01%
16,430
-570
-3% -$7.87K
FMS icon
816
Fresenius Medical Care
FMS
$13.4B
$218 ﹤0.01%
13,343
– –
KIQ
817
DELISTED
Kelso Technologies Inc.
KIQ
$212 ﹤0.01%
705,079
-25,000
-3% -$6.71K
CNX icon
818
CNX Resources
CNX
$4.77B
$183 ﹤0.01%
10,884
– –
CRMD icon
819
CorMedix
CRMD
$596M
$177 ﹤0.01%
42,000
– –
CHS
820
DELISTED
Chicos FAS, Inc.
CHS
$177 ﹤0.01%
36,002
– –
SH icon
821
ProShares Short S&P500
SH
$916M
$176 ﹤0.01%
+2,750
New +$176K
CHPT icon
822
ChargePoint
CHPT
$140M
$173 ﹤0.01%
908
+288
+46% +$70K
NEO icon
823
NeoGenomics
NEO
$1.71B
$160 ﹤0.01%
17,334
-3,238
-16% -$30.2K
ATEC icon
824
Alphatec Holdings
ATEC
$1.33B
$159 ﹤0.01%
12,904
– –
BDJ icon
825
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$140 ﹤0.01%
15,588
+23
+0.1% +$203
31 32
33
34 35

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 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.