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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
AMLP icon
876
Alerian MLP ETF
AMLP
$12.7B
– –
-30,415
Closed -$1.18M
ARKK icon
877
ARK Innovation ETF
ARKK
$5.74B
– –
-5,048
Closed -$204K
BOTZ icon
878
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.2B
– –
-13,647
Closed -$921K
BUD icon
879
AB InBev
BUD
$156B
– –
-3,290
Closed -$220K
BWA icon
880
BorgWarner
BWA
$13.1B
– –
-5,529
Closed -$239K
CHDN icon
881
Churchill Downs
CHDN
$6.15B
– –
-2,632
Closed -$338K
CLMT icon
882
Calumet Specialty Products
CLMT
$3.6B
– –
-12,000
Closed -$209K
DFUV icon
883
Dimensional US Marketwide Value ETF
DFUV
$15.4B
– –
-10,606
Closed -$355K
EBAY icon
884
eBay
EBAY
$50.3B
– –
-27,921
Closed -$4.48M
EPAM icon
885
EPAM Systems
EPAM
$4.92B
– –
-65,808
Closed -$2.88M
EVRG icon
886
Evergy
EVRG
$19.8B
– –
-225,668
Closed -$17.7M
FSLR icon
887
First Solar
FSLR
$22.1B
– –
-7,893
Closed -$1.72M
FTNT icon
888
Fortinet
FTNT
$112B
– –
-23,604
Closed -$1.57M
GPN icon
889
Global Payments
GPN
$23B
– –
-111,788
Closed -$35.9M
HPE icon
890
Hewlett Packard
HPE
$63.8B
– –
-24,253
Closed -$3.72M
ICF icon
891
iShares Select U.S. REIT ETF
ICF
$2.12B
– –
-10,240
Closed -$945K
ICSH icon
892
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
– –
-6,523
Closed -$328K
IGSB icon
893
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
– –
-16,254
Closed -$3.18M
IXUS icon
894
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
– –
-3,325
Closed -$206K
JAZZ icon
895
Jazz Pharmaceuticals
JAZZ
$16B
– –
-22,157
Closed -$506K
LNTH icon
896
Lantheus
LNTH
$7.03B
– –
-12,992
Closed -$1.07M
LUMN icon
897
Lumen
LUMN
$6.45B
– –
-20,967
Closed -$55.6K
MBLY icon
898
Mobileye
MBLY
$2.02B
– –
-48,864
Closed -$2.11M
MFC icon
899
Manulife Financial
MFC
$73.2B
– –
-11,552
Closed -$3.88M
MIDD icon
900
Middleby
MIDD
$6.15B
– –
-1,580
Closed -$232K
34 35
36
37 38

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.