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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
TTC icon
1101
Toro Company
TTC
$8.93B
$6K ﹤0.01%
77
– –
PACW
1102
DELISTED
PacWest Bancorp
PACW
$6K ﹤0.01%
232
– –
AEG icon
1103
Aegon
AEG
$13.5B
$5K ﹤0.01%
1,080
-23
-2% -$114
BAP icon
1104
Credicorp
BAP
$30.9B
$5K ﹤0.01%
+38
New +$5.22K
COIN icon
1105
Coinbase
COIN
$41.7B
$5K ﹤0.01%
105
-1,211
-92% -$115K
E icon
1106
ENI
E
$76B
$5K ﹤0.01%
220
– –
ICUI icon
1107
ICU Medical
ICUI
$3.93B
$5K ﹤0.01%
33
+3
+10% +$578
MKSI icon
1108
MKS Inc
MKSI
$22.2B
$5K ﹤0.01%
48
– –
MT icon
1109
ArcelorMittal
MT
$50.4B
$5K ﹤0.01%
215
– –
NGG icon
1110
National Grid
NGG
$82.7B
$5K ﹤0.01%
+76
New +$5.03K
RELX icon
1111
RELX
RELX
$60.1B
$5K ﹤0.01%
182
– –
UBS icon
1112
UBS Group
UBS
$170B
$5K ﹤0.01%
326
– –
XP icon
1113
XP
XP
$8.62B
$5K ﹤0.01%
261
– –
CRGE
1114
DELISTED
Charge Enterprises, Inc. Common Stock
CRGE
$5K ﹤0.01%
+1,000
New +$5.16K
ABB
1115
DELISTED
ABB Ltd
ABB
$5K ﹤0.01%
199
– –
APA icon
1116
APA Corp
APA
$12.8B
$4K ﹤0.01%
128
– –
DSX icon
1117
Diana Shipping
DSX
$280M
$4K ﹤0.01%
1,161
– –
ELP
1118
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$4K ﹤0.01%
804
– –
EVTC icon
1119
Evertec
EVTC
$1.83B
$4K ﹤0.01%
119
– –
GFI icon
1120
Gold Fields
GFI
$29.2B
$4K ﹤0.01%
+394
New +$4.71K
ICL icon
1121
ICL Group
ICL
$6.81B
$4K ﹤0.01%
+477
New +$5.27K
INFY icon
1122
Infosys
INFY
$45B
$4K ﹤0.01%
230
-18
-7% -$358
IUSB icon
1123
iShares Core Universal USD Bond ETF
IUSB
$42.6B
$4K ﹤0.01%
86
-6,770
-99% -$322K
LYB icon
1124
LyondellBasell Industries
LYB
$19.5B
$4K ﹤0.01%
+47
New +$4.9K
MUFG icon
1125
Mitsubishi UFJ Financial
MUFG
$258B
$4K ﹤0.01%
+842
New +$4.85K
43 44
45
46 47

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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.