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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
SLQT icon
926
SelectQuote
SLQT
$128M
– –
-661,910
Closed -$483K
SNA icon
927
Snap-on
SNA
$21.1B
– –
-4,751
Closed -$957K
SNAP icon
928
Snap
SNAP
$7.6B
– –
-84,634
Closed -$831K
SRPT icon
929
Sarepta Therapeutics
SRPT
$1.68B
– –
-8,525
Closed -$942K
SSD icon
930
Simpson Manufacturing
SSD
$7.95B
– –
-4,566
Closed -$358K
STVN icon
931
Stevanato
STVN
$5.41B
– –
-12,070
Closed -$204K
SUPN icon
932
Supernus Pharmaceuticals
SUPN
$2.73B
– –
-14,531
Closed -$492K
TECH icon
933
Bio-Techne
TECH
$11.2B
– –
-3,964
Closed -$282K
TFX icon
934
Teleflex
TFX
$5.8B
– –
-1,437
Closed -$290K
TILT icon
935
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.17B
– –
-2,050
Closed -$283K
TLYS icon
936
Tilly's
TLYS
$117M
– –
-50,000
Closed -$346K
TPL icon
937
Texas Pacific Land
TPL
$27.4B
– –
-46,368
Closed -$9.16M
TPZ
938
Tortoise Electrification Infrastructure ETF
TPZ
$129M
– –
-15,500
Closed -$194K
TRMB icon
939
Trimble
TRMB
$13B
– –
-5,094
Closed -$277K
TRVG
940
trivago
TRVG
$382M
– –
-3,190
Closed -$18K
TT icon
941
Trane Technologies
TT
$107B
– –
-2,760
Closed -$400K
VCEL icon
942
Vericel Corp
VCEL
$2.31B
– –
-10,075
Closed -$234K
VCIT icon
943
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
– –
-11,958
Closed -$905K
VDE icon
944
Vanguard Energy ETF
VDE
$9.87B
– –
-3,094
Closed -$314K
VIOV icon
945
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
– –
-3,966
Closed -$283K
VONE icon
946
Vanguard Russell 1000 ETF
VONE
$8.19B
– –
-2,547
Closed -$416K
WHR icon
947
Whirlpool
WHR
$2.44B
– –
-2,393
Closed -$323K
WSM icon
948
Williams-Sonoma
WSM
$27.6B
– –
-40,790
Closed -$2.4M
XBI icon
949
State Street SPDR S&P Biotech ETF
XBI
$10.2B
– –
-10,053
Closed -$798K
GTM
950
ZoomInfo Technologies
GTM
$908M
– –
-320,292
Closed -$13.3M
35 36 37
38
39

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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 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.