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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
+10.41%
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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.39B
Cap. Flow %
2.88%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
TMCI icon
Treace Medical Concepts
TMCI
+$247M
2
DIS icon
Walt Disney
DIS
+$175M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

Rank Stock Value
1
CI icon
Cigna
CI
+$109M
2
CMCSA icon
Comcast
CMCSA
+$106M
3
BX icon
Blackstone
BX
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

Rank Sector Weight
1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHRW icon
926
C.H. Robinson
CHRW
$20.6B
$251K ﹤0.01%
+2,330
New +$226K
PRF icon
927
Invesco FTSE RAFI US 1000 ETF
PRF
$9.76B
$249K ﹤0.01%
+7,260
New +$243K
SHC icon
928
Sotera Health
SHC
$4.92B
$248K ﹤0.01%
10,541
– –
MDYG icon
929
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.85B
$247K ﹤0.01%
3,029
+189
+7% +$15.2K
OLED icon
930
Universal Display
OLED
$3.81B
$246K ﹤0.01%
1,490
-29
-2% -$4.78K
TSN icon
931
Tyson Foods
TSN
$21.4B
$246K ﹤0.01%
+2,824
New +$232K
ATVI
932
DELISTED
Activision Blizzard
ATVI
$246K ﹤0.01%
3,690
-377
-9% -$25.8K
GWRE icon
933
Guidewire Software
GWRE
$12.4B
$244K ﹤0.01%
2,147
– –
VRP icon
934
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$243K ﹤0.01%
+9,370
New +$243K
BKH icon
935
Black Hills Corp
BKH
$5.68B
$240K ﹤0.01%
3,400
– –
WOMN icon
936
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.2M
$239K ﹤0.01%
6,799
– –
FSR
937
DELISTED
Fisker Inc.
FSR
$238K ﹤0.01%
15,155
– –
BITO icon
938
ProShares Bitcoin Strategy ETF
BITO
$1.42B
$236K ﹤0.01%
+8,150
New +$294K
XLNX
939
DELISTED
Xilinx Inc
XLNX
$236K ﹤0.01%
+1,112
New +$219K
SRVR icon
940
Pacer Data & Infrastructure Real Estate ETF
SRVR
$376M
$234K ﹤0.01%
+5,400
New +$220K
SPEM icon
941
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$232K ﹤0.01%
5,600
– –
WBK
942
DELISTED
Westpac Banking Corporation
WBK
$232K ﹤0.01%
+17,000
New +$285K
OBDC icon
943
Blue Owl Capital
OBDC
$5.42B
$231K ﹤0.01%
16,293
– –
VCSH icon
944
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$231K ﹤0.01%
+2,850
New +$233K
TTD icon
945
Trade Desk
TTD
$8.41B
$228K ﹤0.01%
+2,493
New +$218K
SIGA icon
946
SIGA Technologies
SIGA
$222M
$226K ﹤0.01%
30,000
– –
LVS icon
947
Las Vegas Sands
LVS
$31.6B
$223K ﹤0.01%
5,922
-413,626
-99% -$15.9M
VDE icon
948
Vanguard Energy ETF
VDE
$9.87B
$223K ﹤0.01%
2,879
– –
BY icon
949
Byline Bancorp
BY
$1.76B
$221K ﹤0.01%
+8,088
New +$213K
KRG icon
950
Kite Realty
KRG
$5.99B
$220K ﹤0.01%
+10,096
New +$216K
36 37
38
39 40

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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 Q4 2021 Portfolio in Review

As of Q4 2021, CIBC Private Wealth Group held 1,070 positions worth $48.2B, up 12% from $43B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q4 2021 filing shows 143 new, 482 increased, 257 reduced and 62 closed positions. Its largest new stake was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M. The largest sale was Cigna, an estimated $109M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2021 buy was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M.
  • CIBC Private Wealth Group added most to Treace Medical Concepts in Q4 2021, an estimated $247M increase.
  • CIBC Private Wealth Group's biggest Q4 2021 reduction was Cigna, cutting an estimated $109M.
  • CIBC Private Wealth Group fully exited Everbridge, Inc. Common Stock in Q4 2021, selling an estimated $17.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $48.2B portfolio in Q4 2021.
  • CIBC Private Wealth Group opened 143 new positions and closed 62 in Q4 2021.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $48.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.