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
+8.2%
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
$45.7B
AUM Growth
+$568M
Cap. Flow
+$490M
Cap. Flow %
1.07%
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63

Top Buys

Rank Stock Value
1
WEC icon
WEC Energy
WEC
+$114M
2
NEE icon
NextEra Energy
NEE
+$107M
3
PFE icon
Pfizer
PFE
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$96.6M
5
WDAY icon
Workday
WDAY
+$88.6M

Top Sells

Rank Stock Value
1
RUN icon
Sunrun
RUN
+$208M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$207M
3
RBA icon
RB Global
RBA
+$108M
4
SYK icon
Stryker
SYK
+$83M
5
MDLZ icon
Mondelez International
MDLZ
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
826
Jacobs Solutions
J
$16B
$214K ﹤0.01%
2,176
– –
IJS icon
827
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$213K ﹤0.01%
2,243
-13
-0.6% -$1.19K
NDAQ icon
828
Nasdaq
NDAQ
$52.5B
$213K ﹤0.01%
4,263
– –
RL icon
829
Ralph Lauren
RL
$22.6B
$211K ﹤0.01%
1,715
-225,836
-99% -$26.1M
VGR
830
DELISTED
Vector Group Ltd.
VGR
$210K ﹤0.01%
+16,365
New +$202K
EXAS
831
DELISTED
Exact Sciences
EXAS
$209K ﹤0.01%
+2,227
New +$174K
WOMN icon
832
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.2M
$209K ﹤0.01%
+6,799
New +$197K
VRP icon
833
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$208K ﹤0.01%
9,370
– –
GF
834
New Germany Fund
GF
$183M
$207K ﹤0.01%
23,039
– –
PTLC icon
835
Pacer Trendpilot US Large Cap ETF
PTLC
$3.23B
$207K ﹤0.01%
+5,000
New +$195K
NEO icon
836
NeoGenomics
NEO
$1.71B
$206K ﹤0.01%
12,837
-2,108
-14% -$34.7K
BKH icon
837
Black Hills Corp
BKH
$5.68B
$205K ﹤0.01%
3,400
– –
NSTB
838
DELISTED
Northern Star Investment Corp. II
NSTB
$204K ﹤0.01%
20,000
– –
TTE icon
839
TotalEnergies
TTE
$187B
$203K ﹤0.01%
+3,524
New +$213K
SUI icon
840
Sun Communities
SUI
$15B
$203K ﹤0.01%
1,555
+3
+0.2% +$401
AIZ icon
841
Assurant
AIZ
$13.7B
$202K ﹤0.01%
+1,607
New +$200K
SCHM icon
842
Schwab US Mid-Cap ETF
SCHM
$14.6B
$202K ﹤0.01%
+8,514
New +$192K
DH icon
843
Definitive Healthcare
DH
$71.1M
$200K ﹤0.01%
18,210
-1,415
-7% -$14.6K
CNX icon
844
CNX Resources
CNX
$4.77B
$193K ﹤0.01%
10,884
– –
CHS
845
DELISTED
Chicos FAS, Inc.
CHS
$193K ﹤0.01%
36,002
– –
KIQ
846
DELISTED
Kelso Technologies Inc.
KIQ
$176K ﹤0.01%
705,079
– –
CRMD icon
847
CorMedix
CRMD
$596M
$167K ﹤0.01%
42,000
– –
WU icon
848
Western Union
WU
$2.55B
$154K ﹤0.01%
13,126
-4,430
-25% -$51K
SH icon
849
ProShares Short S&P500
SH
$916M
$153K ﹤0.01%
2,750
– –
CHPT icon
850
ChargePoint
CHPT
$140M
$139K ﹤0.01%
790
+24
+3% +$4.21K
32 33
34
35 36

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 Q2 2023 Portfolio in Review

As of Q2 2023, CIBC Private Wealth Group held 939 positions worth $45.7B, up 1.3% from $45.2B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2023 filing shows 53 new, 359 increased, 344 reduced and 63 closed positions. Its largest new stake was Globant: 242,352 shares worth $43.6M. The largest sale was Sunrun, an estimated $208M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2023 buy was Globant: 242,352 shares worth $43.6M.
  • CIBC Private Wealth Group added most to WEC Energy in Q2 2023, an estimated $114M increase.
  • CIBC Private Wealth Group's biggest Q2 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $207M.
  • CIBC Private Wealth Group fully exited Sunrun in Q2 2023, selling an estimated $208M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.7B portfolio in Q2 2023.
  • CIBC Private Wealth Group opened 53 new positions and closed 63 in Q2 2023.
  • CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $45.7B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2023, filed 10 Aug 2023.