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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
-14.11%
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
$38.5B
AUM Growth
-$7.31B
Cap. Flow
-$216M
Cap. Flow %
-0.56%
Top 10 Hldgs %
25.55%
Holding
1,345
New
81
Increased
320
Reduced
515
Closed
138

Top Buys

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$183M
2
LHX icon
L3Harris
LHX
+$106M
3
AZN icon
AstraZeneca
AZN
+$97.8M
4
SIVB
SVB Financial Group
SIVB
+$78.3M
5
INTU icon
Intuit
INTU
+$69.4M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$200M
2
DHI icon
D.R. Horton
DHI
+$117M
3
NVDA icon
NVIDIA
NVDA
+$91.4M
4
URI icon
United Rentals
URI
+$88.6M
5
RHI icon
Robert Half
RHI
+$87.5M

Sector Composition

Rank Sector Weight
1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AKAM icon
951
Akamai
AKAM
$16.2B
$63K ﹤0.01%
687
– –
IBMO icon
952
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$581M
$63K ﹤0.01%
2,500
-3,750
-60% -$94.4K
EMLC icon
953
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.75B
$61K ﹤0.01%
2,500
– –
MRO
954
DELISTED
Marathon Oil Corporation
MRO
$60K ﹤0.01%
2,680
– –
CDK
955
DELISTED
CDK Global, Inc.
CDK
$60K ﹤0.01%
1,101
-13,765
-93% -$744K
OCUL icon
956
Ocular Therapeutix
OCUL
$1.89B
$59K ﹤0.01%
14,777
– –
CELH icon
957
Celsius Holdings
CELH
$7.27B
$57K ﹤0.01%
2,622
-2,622
-50% -$50.5K
RSX
958
DELISTED
VanEck Russia ETF
RSX
$57K ﹤0.01%
10,100
– –
PAVE icon
959
Global X US Infrastructure Development ETF
PAVE
$14.1B
$56K ﹤0.01%
2,440
– –
SJNK icon
960
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$55K ﹤0.01%
2,300
– –
VIVK
961
Vivakor
VIVK
$1.46M
$55K ﹤0.01%
6
+3
+100% +$23.2K
CHRW icon
962
C.H. Robinson
CHRW
$21B
$54K ﹤0.01%
528
-1,402
-73% -$146K
K
963
DELISTED
Kellanova
K
$54K ﹤0.01%
799
-603
-43% -$39.2K
XMTR icon
964
Xometry
XMTR
$4.73B
$53K ﹤0.01%
1,550
– –
HEI icon
965
HEICO Corp
HEI
$49.8B
$52K ﹤0.01%
400
– –
ICLN icon
966
iShares Global Clean Energy ETF
ICLN
$2.32B
$52K ﹤0.01%
2,750
-10,728
-80% -$209K
NVR icon
967
NVR
NVR
$17.3B
$52K ﹤0.01%
13
– –
TCRT icon
968
Alaunos Therapeutics
TCRT
$4.71M
$51K ﹤0.01%
277
– –
ALKS icon
969
Alkermes
ALKS
$8.81B
$49K ﹤0.01%
1,650
– –
IJS icon
970
iShares S&P Small-Cap 600 Value ETF
IJS
$8.13B
$49K ﹤0.01%
555
-1,930
-78% -$185K
EFG icon
971
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$48K ﹤0.01%
600
– –
EWJ icon
972
iShares MSCI Japan ETF
EWJ
$21.6B
$48K ﹤0.01%
915
– –
SHCR
973
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
$48K ﹤0.01%
+30,220
New +$74.2K
OLN icon
974
Olin
OLN
$2.53B
$46K ﹤0.01%
1,000
– –
TEAM icon
975
Atlassian
TEAM
$23.8B
$46K ﹤0.01%
245
+3
+1% +$640
37 38
39
40 41

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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 2022 Portfolio in Review

As of Q2 2022, CIBC Private Wealth Group held 1,345 positions worth $38.5B, down 16% from $45.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2022 filing shows 81 new, 320 increased, 515 reduced and 138 closed positions. Its largest new stake was IQVIA: 842,748 shares worth $183M. The largest sale was Medtronic, an estimated $200M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2022 buy was IQVIA: 842,748 shares worth $183M.
  • CIBC Private Wealth Group added most to L3Harris in Q2 2022, an estimated $106M increase.
  • CIBC Private Wealth Group's biggest Q2 2022 reduction was Medtronic, cutting an estimated $200M.
  • CIBC Private Wealth Group fully exited Anaplan, Inc. in Q2 2022, selling an estimated $14.9M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $38.5B portfolio in Q2 2022.
  • CIBC Private Wealth Group opened 81 new positions and closed 138 in Q2 2022.
  • CIBC Private Wealth Group's portfolio value fell 16% quarter-over-quarter to $38.5B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2022, filed 3 Aug 2022.