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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
+4.89%
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
$45.2B
AUM Growth
+$15.4B
Cap. Flow
-$497M
Cap. Flow %
-1.1%
Top 10 Hldgs %
26.15%
Holding
954
New
95
Increased
317
Reduced
373
Closed
67

Top Buys

Rank Stock Value
1
ARES icon
Ares Management
ARES
+$126M
2
VICI icon
VICI Properties
VICI
+$93.3M
3
AVB icon
AvalonBay Communities
AVB
+$90.7M
4
ICE icon
Intercontinental Exchange
ICE
+$86.6M
5
COP icon
ConocoPhillips
COP
+$70.4M

Top Sells

Rank Stock Value
1
SCHW
Charles Schwab
SCHW
+$408M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$170M
3
SIVB
SVB Financial Group
SIVB
+$109M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$92.4M
5
EOG icon
EOG Resources
EOG
+$86.4M

Sector Composition

Rank Sector Weight
1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
76
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
$141M 0.31%
2,364,169
+686,585
+41% +$37.3M
ABBV icon
77
AbbVie
ABBV
$455B
$141M 0.31%
883,147
-18,979
-2% -$2.9M
LNG icon
78
Cheniere Energy
LNG
$53.5B
$141M 0.31%
892,784
+70,048
+9% +$10.6M
HDB icon
79
HDFC Bank
HDB
$119B
$138M 0.31%
1,717,288
+117,458
+7% +$3.93M
CMG icon
80
Chipotle Mexican Grill
CMG
$42.6B
$135M 0.3%
3,965,500
-91,600
-2% -$2.88M
QCLN icon
81
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$609M
$135M 0.3%
672,194
-114,932
-15% -$6.02M
IVV icon
82
iShares Core S&P 500 ETF
IVV
$869B
$132M 0.29%
446,758
-5,766
-1% -$2.31M
ODFL icon
83
Old Dominion Freight Line
ODFL
$47.2B
$129M 0.28%
2,768,988
+66,348
+2% +$11.1M
NOVA
84
DELISTED
Sunnova Energy
NOVA
$128M 0.28%
3,236,385
+1,265,567
+64% +$22.1M
BEPC icon
85
Brookfield Renewable
BEPC
$5.94B
$125M 0.28%
3,579,341
+1,314,667
+58% +$39.8M
OTIS icon
86
Otis Worldwide
OTIS
$27.9B
$124M 0.27%
3,505,181
-30,182
-0.9% -$2.5M
CRM icon
87
Salesforce
CRM
$142B
$122M 0.27%
2,070,243
+225,565
+12% +$38.1M
ICLR icon
88
Icon
ICLR
$13B
$120M 0.27%
545,799
+157,527
+41% +$35.1M
VOO icon
89
Vanguard S&P 500 ETF
VOO
$968B
$120M 0.26%
544,283
-462,865
-46% -$170M
STEM icon
90
Stem
STEM
$50.2M
$119M 0.26%
81,894
+17,938
+28% +$3.04M
OKE icon
91
Oneok
OKE
$56.3B
$117M 0.26%
1,514,610
+4,170
+0.3% +$277K
ROP icon
92
Roper Technologies
ROP
$37.1B
$117M 0.26%
1,042,519
-8,408
-0.8% -$3.63M
BRK.B icon
93
Berkshire Hathaway Class B
BRK.B
$1.07T
$117M 0.26%
377,668
+2,615
+0.7% +$806K
LIN icon
94
Linde
LIN
$234B
$114M 0.25%
1,088,004
-40,816
-4% -$13.7M
ISRG icon
95
Intuitive Surgical
ISRG
$128B
$111M 0.24%
462,726
-16,772
-3% -$4.13M
NVS icon
96
Novartis
NVS
$297B
$110M 0.24%
420,199
+8,523
+2% +$744K
CTAS icon
97
Cintas
CTAS
$84.5B
$109M 0.24%
945,352
-23,256
-2% -$2.56M
RBA icon
98
RB Global
RBA
$21.7B
$108M 0.24%
540,172
+41,710
+8% +$2.46M
MS icon
99
Morgan Stanley
MS
$337B
$108M 0.24%
1,328,535
+429,468
+48% +$40.1M
SHW icon
100
Sherwin-Williams
SHW
$80.6B
$108M 0.24%
486,045
-15,608
-3% -$3.57M
2 3
4
5 6

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Comerica Bank
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CWM
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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
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CIM
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PPFA
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CIBC Private Wealth Group's Q1 2023 Portfolio in Review

As of Q1 2023, CIBC Private Wealth Group held 954 positions worth $45.2B, up 52% from $29.8B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q1 2023 filing shows 95 new, 317 increased, 373 reduced and 67 closed positions. Its largest new stake was AvalonBay Communities: 531,498 shares worth $89.3M. The largest sale was Charles Schwab, an estimated $408M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2023 buy was AvalonBay Communities: 531,498 shares worth $89.3M.
  • CIBC Private Wealth Group added most to Ares Management in Q1 2023, an estimated $126M increase.
  • CIBC Private Wealth Group's biggest Q1 2023 reduction was Charles Schwab, cutting an estimated $408M.
  • CIBC Private Wealth Group fully exited SVB Financial Group in Q1 2023, selling an estimated $109M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.2B portfolio in Q1 2023.
  • CIBC Private Wealth Group opened 95 new positions and closed 67 in Q1 2023.
  • CIBC Private Wealth Group's portfolio value rose 52% quarter-over-quarter to $45.2B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2023, filed 12 May 2023.