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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
NEA icon
901
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.35B
– –
-34,643
Closed -$127K
NOK icon
902
Nokia
NOK
$51.8B
– –
-18,462
Closed -$90.6K
NPWR icon
903
NET Power
NPWR
$128M
– –
-287,872
Closed -$16.6M
NTRA icon
904
Natera
NTRA
$37B
– –
-3,640
Closed -$202K
NXST icon
905
Nexstar Media Group
NXST
$5.67B
– –
-1,797
Closed -$310K
OKTA icon
906
Okta
OKTA
$23.9B
– –
-37,554
Closed -$2.39M
OLN icon
907
Olin
OLN
$2.49B
– –
-3,782
Closed -$210K
ONB icon
908
Old National Bancorp
ONB
$10.1B
– –
-17,483
Closed -$1.28M
ONON icon
909
On Holding
ONON
$12.4B
– –
-26,344
Closed -$817K
PAYC icon
910
Paycom
PAYC
$7.05B
– –
-747
Closed -$227K
PCAR icon
911
PACCAR
PCAR
$70.2B
– –
-7,891
Closed -$578K
PERI icon
912
Perion Network
PERI
$371M
– –
-53,142
Closed -$2.1M
PRFZ icon
913
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.77B
– –
-22,920
Closed -$754K
PXF icon
914
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.84B
– –
-14,962
Closed -$659K
RBA icon
915
RB Global
RBA
$21.7B
– –
-540,172
Closed -$108M
RGA icon
916
Reinsurance Group of America
RGA
$15.7B
– –
-1,910
Closed -$254K
RIO icon
917
Rio Tinto
RIO
$150B
– –
-13,182
Closed -$558K
RUN icon
918
Sunrun
RUN
$2.38B
– –
-1,002,636
Closed -$208M
SCCO icon
919
Southern Copper
SCCO
$141B
– –
-2,989
Closed -$211K
SCHK icon
920
Schwab 1000 Index ETF
SCHK
$5.66B
– –
-20,076
Closed -$397K
SHY icon
921
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
– –
-18,757
Closed -$1.73M
SJM icon
922
J.M. Smucker
SJM
$12.9B
– –
-1,723
Closed -$271K
SNT
923
Senstar Technologies
SNT
$41.3M
– –
-10,000
Closed -$13.7K
SUB icon
924
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-298,606
Closed -$18.1M
TPR icon
925
Tapestry
TPR
$29.8B
– –
-8,219
Closed -$354K
34 35 36
37
38

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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
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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.