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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
+7.68%
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
$29.8B
AUM Growth
-$7.36B
Cap. Flow
+$617M
Cap. Flow %
2.07%
Top 10 Hldgs %
25.6%
Holding
976
New
67
Increased
299
Reduced
394
Closed
117

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$172M
2
PLD icon
Prologis
PLD
+$104M
3
IWB icon
iShares Russell 1000 ETF
IWB
+$90.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.3M
5
EOG icon
EOG Resources
EOG
+$71.2M

Top Sells

Rank Stock Value
1
LFG
Archaea Energy Inc.
LFG
+$103M
2
AMZN icon
Amazon
AMZN
+$74.1M
3
FIS icon
Fidelity National Information Services
FIS
+$63.4M
4
EW icon
Edwards Lifesciences
EW
+$58M
5
MDT icon
Medtronic
MDT
+$57.7M

Sector Composition

Rank Sector Weight
1 Technology 21.84%
2 Healthcare 13.46%
3 Financials 12.9%
4 Industrials 8.16%
5 Energy 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
876
First Solar
FSLR
$22.1B
– –
-21,466
Closed -$2.84M
FSS icon
877
Federal Signal
FSS
$7.22B
– –
-10,065
Closed -$375K
FTCI icon
878
FTC Solar
FTCI
$51.2M
– –
-50,000
Closed -$1.48M
FTEC icon
879
Fidelity MSCI Information Technology Index ETF
FTEC
$19.7B
– –
-3,368
Closed -$306K
GDS icon
880
GDS Holdings
GDS
$6.29B
– –
-319,145
Closed -$5.64M
GGN
881
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$767M
– –
-10,000
Closed -$33K
GLO
882
Clough Global Opportunities Fund
GLO
$248M
– –
-38,500
Closed -$214K
GNRC icon
883
Generac Holdings
GNRC
$11.6B
– –
-75,726
Closed -$13.5M
GWW icon
884
W.W. Grainger
GWW
$66B
– –
-4,913
Closed -$2.4M
HACK icon
885
Amplify Cybersecurity ETF
HACK
$2.65B
– –
-10,102
Closed -$438K
HAS icon
886
Hasbro
HAS
$12.8B
– –
-21,668
Closed -$1.46M
HLMN icon
887
Hillman Solutions
HLMN
$1.58B
– –
-29,670
Closed -$224K
HLT icon
888
Hilton Worldwide
HLT
$75.3B
– –
-3,100
Closed -$374K
PPLI
889
People Inc
PPLI
$3.15B
– –
-13,694
Closed -$622K
IEMG icon
890
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
– –
-16,086
Closed -$690K
ITOT icon
891
iShares Core S&P Total US Stock Market ETF
ITOT
$93.5B
– –
-2,805
Closed -$223K
IWY icon
892
iShares Russell Top 200 Growth ETF
IWY
$15.7B
– –
-2,100
Closed -$251K
IYY icon
893
iShares Dow Jones US ETF
IYY
$2.93B
– –
-2,670
Closed -$234K
JBI icon
894
Janus International
JBI
$732M
– –
-231,367
Closed -$2.06M
JMST icon
895
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
– –
-22,037
Closed -$1.11M
JPST icon
896
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
– –
-34,099
Closed -$1.71M
OPLN
897
Openlane
OPLN
$4.25B
– –
-26,885
Closed -$300K
KBE icon
898
State Street SPDR S&P Bank ETF
KBE
$1.63B
– –
-5,022
Closed -$222K
LABU icon
899
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$548M
– –
-2,000
Closed -$280K
LFUS icon
900
Littelfuse
LFUS
$10.2B
– –
-1,991
Closed -$396K
34 35
36
37 38

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CWM
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VRS
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FAF
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PPFA
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CIBC Private Wealth Group's Q4 2022 Portfolio in Review

As of Q4 2022, CIBC Private Wealth Group held 976 positions worth $29.8B, down 20% from $37.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q4 2022 filing shows 67 new, 299 increased, 394 reduced and 117 closed positions. Its largest new stake was Nexstar Media Group: 273,647 shares worth $5.02M. The largest sale was Archaea Energy Inc., an estimated $103M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q4 2022 buy was Nexstar Media Group: 273,647 shares worth $5.02M.
  • CIBC Private Wealth Group added most to Vanguard S&P 500 ETF in Q4 2022, an estimated $172M increase.
  • CIBC Private Wealth Group's biggest Q4 2022 reduction was Amazon, cutting an estimated $74.1M.
  • CIBC Private Wealth Group fully exited Archaea Energy Inc. in Q4 2022, selling an estimated $103M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $29.8B portfolio in Q4 2022.
  • CIBC Private Wealth Group opened 67 new positions and closed 117 in Q4 2022.
  • CIBC Private Wealth Group's portfolio value fell 20% quarter-over-quarter to $29.8B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.