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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
SNT
1026
Senstar Technologies
SNT
$41.1M
$20K ﹤0.01%
10,000
– –
HBI
1027
DELISTED
Hanesbrands
HBI
$19K ﹤0.01%
1,852
– –
OIH icon
1028
VanEck Oil Services ETF
OIH
$2.1B
$19K ﹤0.01%
80
– –
RIO icon
1029
Rio Tinto
RIO
$148B
$19K ﹤0.01%
305
-22
-7% -$1.58K
TLK icon
1030
Telkom Indonesia
TLK
$14.2B
$18K ﹤0.01%
667
– –
XLC icon
1031
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$18K ﹤0.01%
+324
New +$19.5K
HGEN
1032
DELISTED
HUMANIGEN, INC.
HGEN
$18K ﹤0.01%
10,000
– –
CSW
1033
CSW Industrials
CSW
$4.71B
$17K ﹤0.01%
165
– –
DNB
1034
DELISTED
Dun & Bradstreet
DNB
$17K ﹤0.01%
1,157
– –
IEF icon
1035
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$17K ﹤0.01%
171
– –
SLF icon
1036
Sun Life Financial
SLF
$45.6B
$17K ﹤0.01%
367
+163
+80% +$8.12K
NEXI
1037
DELISTED
NexImmune, Inc. Common Stock
NEXI
$17K ﹤0.01%
+410
New +$25.4K
HSIC icon
1038
Henry Schein
HSIC
$9.74B
$16K ﹤0.01%
210
– –
PTN
1039
Palatin Technologies
PTN
$13.7M
$16K ﹤0.01%
46
– –
CSWC icon
1040
Capital Southwest
CSWC
$1.46B
$15K ﹤0.01%
800
– –
LESL icon
1041
Leslie's
LESL
$11.6M
$15K ﹤0.01%
49
+16
+48% +$5.97K
RIVN icon
1042
Rivian
RIVN
$22.9B
$15K ﹤0.01%
578
– –
RS icon
1043
Reliance Steel & Aluminium
RS
$20.8B
$15K ﹤0.01%
90
-13
-13% -$2.43K
AIHS icon
1044
Senmiao Technology Ltd
AIHS
$19.4M
$14K ﹤0.01%
+1,394
New +$16K
CBSH icon
1045
Commerce Bancshares
CBSH
$8.5B
$14K ﹤0.01%
267
– –
LKQ icon
1046
LKQ Corp
LKQ
$6.58B
$14K ﹤0.01%
277
-63
-19% -$3.1K
SMTS
1047
DELISTED
Sierra Metals Inc. Common Stock
SMTS
$14K ﹤0.01%
17,135
– –
BBVA icon
1048
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$13K ﹤0.01%
2,833
– –
HYD icon
1049
VanEck High Yield Muni ETF
HYD
$4.44B
$13K ﹤0.01%
250
– –
VNT icon
1050
Vontier
VNT
$4.33B
$13K ﹤0.01%
560
– –
40 41
42
43 44

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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.