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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
SPXL icon
826
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
$220K ﹤0.01%
+3,013
New +$208K
BUD icon
827
AB InBev
BUD
$161B
$220K ﹤0.01%
+3,290
New +$199K
SUI icon
828
Sun Communities
SUI
$15.3B
$219K ﹤0.01%
1,552
-300
-16% -$43.8K
LFUS icon
829
Littelfuse
LFUS
$9.91B
$217K ﹤0.01%
+810
New +$208K
CE icon
830
Celanese
CE
$4.77B
$217K ﹤0.01%
+1,990
New +$230K
AXON
831
Axon Enterprise
AXON
$44.1B
$215K ﹤0.01%
+955
New +$190K
BKH icon
832
Black Hills Corp
BKH
$5.69B
$215K ﹤0.01%
+3,400
New +$224K
J icon
833
Jacobs Solutions
J
$16.6B
$212K ﹤0.01%
+2,176
New +$217K
SCCO icon
834
Southern Copper
SCCO
$140B
$211K ﹤0.01%
+2,989
New +$203K
IJS icon
835
iShares S&P Small-Cap 600 Value ETF
IJS
$8.2B
$211K ﹤0.01%
+2,256
New +$220K
OLN icon
836
Olin
OLN
$2.44B
$210K ﹤0.01%
+3,782
New +$217K
CLMT icon
837
Calumet Specialty Products
CLMT
$3.61B
$209K ﹤0.01%
12,000
– –
VRP icon
838
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$208K ﹤0.01%
9,370
– –
IXUS icon
839
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$206K ﹤0.01%
+3,325
New +$204K
ARKK icon
840
ARK Innovation ETF
ARKK
$5.74B
$204K ﹤0.01%
+5,048
New +$193K
JBSS icon
841
John B. Sanfilippo & Son
JBSS
$989M
$204K ﹤0.01%
+2,100
New +$188K
DH icon
842
Definitive Healthcare
DH
$74.6M
$203K ﹤0.01%
+19,625
New +$231K
NTRA icon
843
Natera
NTRA
$36.1B
$202K ﹤0.01%
+3,640
New +$175K
ATEC icon
844
Alphatec Holdings
ATEC
$1.43B
$201K ﹤0.01%
12,904
– –
CHS
845
DELISTED
Chicos FAS, Inc.
CHS
$198K ﹤0.01%
36,002
– –
KIQ
846
DELISTED
Kelso Technologies Inc.
KIQ
$197K ﹤0.01%
705,079
– –
WU icon
847
Western Union
WU
$2.58B
$196K ﹤0.01%
17,556
+1,126
+7% +$14.7K
LAMR icon
848
Lamar Advertising Co
LAMR
$16.5B
$186K ﹤0.01%
22,468
+173
+0.8% +$17.6K
CNX icon
849
CNX Resources
CNX
$4.84B
$174K ﹤0.01%
10,884
– –
CRMD icon
850
CorMedix
CRMD
$577M
$174K ﹤0.01%
42,000
– –
32 33
34
35 36

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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.