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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
TTM
1076
DELISTED
Tata Motors Limited
TTM
$8K ﹤0.01%
310
– –
DRE
1077
DELISTED
Duke Realty Corp.
DRE
$8K ﹤0.01%
142
– –
ABEV icon
1078
Ambev
ABEV
$47.3B
$7K ﹤0.01%
2,781
– –
ARE icon
1079
Alexandria Real Estate Equities
ARE
$8.88B
$7K ﹤0.01%
45
– –
BC icon
1080
Brunswick
BC
$5.19B
$7K ﹤0.01%
107
– –
DB icon
1081
Deutsche Bank
DB
$66.3B
$7K ﹤0.01%
845
– –
ELAN icon
1082
Elanco Animal Health
ELAN
$12.4B
$7K ﹤0.01%
+375
New +$8.88K
LECO icon
1083
Lincoln Electric
LECO
$13.8B
$7K ﹤0.01%
53
– –
NDSN icon
1084
Nordson
NDSN
$16.5B
$7K ﹤0.01%
36
– –
SNV
1085
DELISTED
Synovus
SNV
$7K ﹤0.01%
195
-10,908
-98% -$451K
TD icon
1086
Toronto Dominion Bank
TD
$198B
$7K ﹤0.01%
111
-27
-20% -$1.96K
TX icon
1087
Ternium
TX
$9.29B
$7K ﹤0.01%
198
– –
XPO icon
1088
XPO
XPO
$25B
$7K ﹤0.01%
+246
New +$7.82K
BIOR
1089
DELISTED
Biora Therapeutics, Inc. Common Stock
BIOR
$7K ﹤0.01%
40
– –
AMX icon
1090
America Movil
AMX
$78.1B
$6K ﹤0.01%
290
– –
BTI icon
1091
British American Tobacco
BTI
$132B
$6K ﹤0.01%
+131
New +$5.62K
CHE icon
1092
Chemed
CHE
$6.78B
$6K ﹤0.01%
13
– –
GIL icon
1093
Gildan
GIL
$9.25B
$6K ﹤0.01%
212
– –
ITUB icon
1094
Itaú Unibanco
ITUB
$91.3B
$6K ﹤0.01%
1,604
+1,172
+271% +$5.21K
KRG icon
1095
Kite Realty
KRG
$5.95B
$6K ﹤0.01%
346
-9,909
-97% -$205K
KT icon
1096
KT
KT
$8.84B
$6K ﹤0.01%
+397
New +$5.71K
LEA icon
1097
Lear
LEA
$7.19B
$6K ﹤0.01%
45
– –
LITE icon
1098
Lumentum
LITE
$59.4B
$6K ﹤0.01%
73
– –
MHK icon
1099
Mohawk Industries
MHK
$6.9B
$6K ﹤0.01%
49
– –
ONB icon
1100
Old National Bancorp
ONB
$10.1B
$6K ﹤0.01%
396
– –
42 43
44
45 46

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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.