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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
BDSX icon
876
Biodesix
BDSX
$218M
$24.4K ﹤0.01%
655
– –
VIVK
877
Vivakor
VIVK
$1.29M
$23K ﹤0.01%
5
– –
SNT
878
Senstar Technologies
SNT
$40.6M
$13.7K ﹤0.01%
10,000
– –
OTRK
879
DELISTED
Ontrak
OTRK
$12.7K ﹤0.01%
267
– –
GMDA
880
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$11.8K ﹤0.01%
14,620
– –
PAVM icon
881
PAVmed
PAVM
$38.5M
$4.68K ﹤0.01%
28
– –
SEGG
882
Sports Entertainment Gaming Global Corp
SEGG
$13.3M
$3.01K ﹤0.01%
54
– –
HGEN
883
DELISTED
HUMANIGEN, INC.
HGEN
$1.44K ﹤0.01%
10,000
– –
ACWX icon
884
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
– –
-87,094
Closed -$3.86M
AMC icon
885
AMC Entertainment Holdings
AMC
$2.38B
– –
-2,031
Closed -$82
AMLX icon
886
Amylyx Pharmaceuticals
AMLX
$2.17B
– –
-41,476
Closed -$1.53K
BIIB icon
887
Biogen
BIIB
$30.4B
– –
-3,554
Closed -$206K
BMRN icon
888
BioMarin Pharmaceuticals
BMRN
$12B
– –
-9,453
Closed -$549K
CADE
889
DELISTED
Cadence Bank
CADE
– –
-11,446
Closed -$282K
CFG icon
890
Citizens Financial Group
CFG
$30.8B
– –
-10,521
Closed -$414K
CMA
891
DELISTED
Comerica
CMA
– –
-3,026
Closed -$202K
CPRX
892
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-50,810
Closed -$945
CWH icon
893
Camping World
CWH
$399M
– –
-36,424
Closed -$813
DVAX
894
DELISTED
Dynavax Technologies
DVAX
– –
-10,769
Closed -$115
EPI icon
895
WisdomTree India Earnings Fund ETF
EPI
$2.05B
– –
-9,185
Closed -$299K
EVGO icon
896
EVgo
EVGO
$230M
– –
-500,000
Closed -$2.23M
FITB
897
Fifth Third Bancorp
FITB
$52.4B
– –
-10,296
Closed -$338K
FLR icon
898
Fluor
FLR
$6.89B
– –
-69,684
Closed -$2.42K
FLRN icon
899
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
– –
-5,300
Closed -$311K
FTI icon
900
TechnipFMC
FTI
$28.9B
– –
-6,930
Closed -$469K
34 35
36
37 38

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Comerica Bank
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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 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.