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
+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
BIIB icon
851
Biogen
BIIB
$29.5B
$330K ﹤0.01%
1,374
+4
+0.3% +$1.03K
ILPT
852
Industrial Logistics Properties Trust
ILPT
$601M
$327K ﹤0.01%
+13,071
New +$330K
ITOT icon
853
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
$326K ﹤0.01%
3,044
-466
-13% -$48.7K
TEN
854
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$326K ﹤0.01%
+28,865
New +$360K
LUCK
855
Lucky Strike Entertainment
LUCK
$963M
$325K ﹤0.01%
36,000
– –
SPG icon
856
Simon Property Group
SPG
$75.1B
$323K ﹤0.01%
+2,024
New +$309K
PHM icon
857
Pultegroup
PHM
$24.9B
$322K ﹤0.01%
5,638
– –
ARKX icon
858
ARK Space & Defense Innovation ETF
ARKX
$796M
$321K ﹤0.01%
17,017
+400
+2% +$7.89K
CIM
859
Chimera Investment
CIM
$1.05B
$321K ﹤0.01%
+7,079
New +$335K
BAH icon
860
Booz Allen Hamilton
BAH
$8.59B
$317K ﹤0.01%
+3,750
New +$316K
BCE icon
861
BCE
BCE
$19.8B
$317K ﹤0.01%
6,101
-124
-2% -$6.34K
CHDN icon
862
Churchill Downs
CHDN
$6.15B
$317K ﹤0.01%
2,632
– –
ETY icon
863
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.26B
$316K ﹤0.01%
21,000
– –
MGEE icon
864
MGE Energy Inc
MGEE
$3.08B
$316K ﹤0.01%
3,843
– –
ENVX icon
865
Enovix
ENVX
$923M
$314K ﹤0.01%
+13,143
New +$318K
EXG icon
866
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.92B
$314K ﹤0.01%
29,426
+91
+0.3% +$949
VTRS icon
867
Viatris
VTRS
$20.5B
$314K ﹤0.01%
23,160
-67,839
-75% -$906K
ZBRA icon
868
Zebra Technologies
ZBRA
$12.6B
$314K ﹤0.01%
+527
New +$299K
A icon
869
Agilent Technologies
A
$38.9B
$311K ﹤0.01%
1,951
+27
+1% +$4.21K
SCHE icon
870
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$310K ﹤0.01%
10,471
+755
+8% +$23.1K
ICLN icon
871
iShares Global Clean Energy ETF
ICLN
$2.35B
$308K ﹤0.01%
14,545
– –
SM icon
872
SM Energy
SM
$7.26B
$307K ﹤0.01%
+10,431
New +$326K
SUI icon
873
Sun Communities
SUI
$15B
$307K ﹤0.01%
1,462
– –
ADPT icon
874
Adaptive Biotechnologies
ADPT
$3.61B
$306K ﹤0.01%
10,905
-895
-8% -$27.4K
WD icon
875
Walker & Dunlop
WD
$1.69B
$302K ﹤0.01%
2,000
– –
33 34
35
36 37

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 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.