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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
+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
AUR icon
851
Aurora
AUR
$12.2B
$138K ﹤0.01%
47,050
– –
AMC icon
852
AMC Entertainment Holdings
AMC
$2.24B
$133K ﹤0.01%
+3,031
New +$150K
BDJ icon
853
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$131K ﹤0.01%
15,654
+66
+0.4% +$548
AWRE icon
854
Aware
AWRE
$24M
$94.8K ﹤0.01%
60,000
– –
RGTI icon
855
Rigetti Computing
RGTI
$5.2B
$94K ﹤0.01%
80,000
– –
XFOR icon
856
X4 Pharmaceuticals
XFOR
$372M
$87.3K ﹤0.01%
1,500
+117
+8% +$6.01K
LXRX icon
857
Lexicon Pharmaceuticals
LXRX
$991M
$68.7K ﹤0.01%
30,000
– –
INO icon
858
Inovio Pharmaceuticals
INO
$79.4M
$53.2K ﹤0.01%
9,926
+7,167
+260% +$57.8K
VUZI icon
859
Vuzix
VUZI
$193M
$51K ﹤0.01%
10,000
– –
NOTE
860
DELISTED
FiscalNote
NOTE
$44.9K ﹤0.01%
+1,027
New +$28.8K
PPT
861
Franklin Premier Income Trust
PPT
$323M
$40.6K ﹤0.01%
11,543
+142
+1% +$506
BHIL
862
DELISTED
Benson Hill, Inc.
BHIL
$37K ﹤0.01%
813
– –
AXDX
863
DELISTED
Accelerate Diagnostics
AXDX
$31.9K ﹤0.01%
3,942
– –
ABEV icon
864
Ambev
ABEV
$47.4B
$31.9K ﹤0.01%
+10,031
New +$29.5K
SLDP icon
865
Solid Power
SLDP
$481M
$29.4K ﹤0.01%
11,575
– –
GMDA
866
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$28.2K ﹤0.01%
14,620
– –
ADTH
867
DELISTED
AdTheorent Holding Co
ADTH
$25.9K ﹤0.01%
18,500
– –
TCRT icon
868
Alaunos Therapeutics
TCRT
$4.71M
$25.7K ﹤0.01%
336
– –
VIVK
869
Vivakor
VIVK
$1.4M
$22.6K ﹤0.01%
5
– –
BDSX icon
870
Biodesix
BDSX
$230M
$16.1K ﹤0.01%
655
– –
OTRK
871
DELISTED
Ontrak
OTRK
$11.4K ﹤0.01%
267
– –
PAVM icon
872
PAVmed
PAVM
$37.2M
$5.11K ﹤0.01%
28
– –
SEGG
873
Sports Entertainment Gaming Global Corp
SEGG
$14.4M
$2.13K ﹤0.01%
54
– –
HGEN
874
DELISTED
HUMANIGEN, INC.
HGEN
$1.52K ﹤0.01%
10,000
– –
AEM icon
875
Agnico Eagle Mines
AEM
$73B
– –
-5,448
Closed -$278K
33 34
35
36 37

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FAF
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PPFA
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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.