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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
NEO icon
801
NeoGenomics
NEO
$1.74B
$260K ﹤0.01%
14,945
-2,389
-14% -$34K
IYY icon
802
iShares Dow Jones US ETF
IYY
$2.94B
$260K ﹤0.01%
+2,600
New +$254K
DAN icon
803
Dana Inc
DAN
$2.95B
$256K ﹤0.01%
17,000
– –
SSNC icon
804
SS&C Technologies
SSNC
$18.8B
$254K ﹤0.01%
+4,498
New +$259K
RGA icon
805
Reinsurance Group of America
RGA
$15.9B
$254K ﹤0.01%
+1,910
New +$271K
NET icon
806
Cloudflare
NET
$93.7B
$252K ﹤0.01%
+4,095
New +$224K
CFR icon
807
Cullen/Frost Bankers
CFR
$10.5B
$250K ﹤0.01%
+2,375
New +$296K
LABU icon
808
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$538M
$246K ﹤0.01%
+2,500
New +$339K
FE icon
809
FirstEnergy
FE
$28.7B
$245K ﹤0.01%
6,124
– –
UBER icon
810
Uber
UBER
$144B
$240K ﹤0.01%
+7,570
New +$240K
NVR icon
811
NVR
NVR
$17.3B
$240K ﹤0.01%
+43
New +$222K
BWA icon
812
BorgWarner
BWA
$13B
$239K ﹤0.01%
+5,529
New +$229K
DLR icon
813
Digital Realty Trust
DLR
$71.5B
$239K ﹤0.01%
+2,428
New +$256K
DCH
814
Dauch Corp
DCH
$1.33B
$234K ﹤0.01%
30,000
– –
NDAQ icon
815
Nasdaq
NDAQ
$53.6B
$233K ﹤0.01%
4,263
-2,178
-34% -$126K
HHH icon
816
Howard Hughes
HHH
$4B
$232K ﹤0.01%
+3,047
New +$237K
MIDD icon
817
Middleby
MIDD
$6.11B
$232K ﹤0.01%
1,580
-1,017
-39% -$151K
EVH icon
818
Evolent Health
EVH
$421M
$232K ﹤0.01%
7,135
+435
+6% +$13.8K
OLED icon
819
Universal Display
OLED
$3.85B
$231K ﹤0.01%
+1,490
New +$200K
EES icon
820
WisdomTree US SmallCap Earnings Fund
EES
$727M
$231K ﹤0.01%
10,819
+79
+0.7% +$3.58K
GF
821
New Germany Fund
GF
$184M
$231K ﹤0.01%
+23,039
New +$210K
RPG icon
822
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
$229K ﹤0.01%
96,705
+260
+0.3% +$7.94K
PAYC icon
823
Paycom
PAYC
$7.54B
$227K ﹤0.01%
747
+1
+0.1% +$301
FDS icon
824
Factset
FDS
$10.1B
$222K ﹤0.01%
+535
New +$223K
FFIV icon
825
F5
FFIV
$22.8B
$222K ﹤0.01%
1,523
– –
31 32
33
34 35

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.