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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
OKTA icon
1126
Okta
OKTA
$24.1B
$4K ﹤0.01%
40
+2
+5% +$216
VTRS icon
1127
Viatris
VTRS
$20.1B
$4K ﹤0.01%
360
-20,530
-98% -$225K
EWBC icon
1128
East-West Bancorp
EWBC
$17.9B
$3K ﹤0.01%
+52
New +$3.73K
KD icon
1129
Kyndryl
KD
$2.66B
$3K ﹤0.01%
322
-15,285
-98% -$178K
PAC icon
1130
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$3K ﹤0.01%
18
– –
WNS
1131
DELISTED
WNS Holdings
WNS
$3K ﹤0.01%
39
– –
ZIMV
1132
DELISTED
ZimVie
ZIMV
$3K ﹤0.01%
218
– –
IBDP
1133
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$3K ﹤0.01%
134
– –
EVBG
1134
DELISTED
Everbridge, Inc. Common Stock
EVBG
$3K ﹤0.01%
114
– –
APPH
1135
DELISTED
AppHarvest, Inc. Common Stock
APPH
$3K ﹤0.01%
800
– –
TRQ
1136
DELISTED
Turquoise Hill Resources Ltd
TRQ
$3K ﹤0.01%
120
– –
CX icon
1137
Cemex
CX
$17.4B
$2K ﹤0.01%
570
– –
DELL icon
1138
Dell
DELL
$283B
$2K ﹤0.01%
51
– –
AXIA
1139
AXIA Energia
AXIA
$22.6B
$2K ﹤0.01%
+312
New +$2.1K
GUNR icon
1140
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
$2K ﹤0.01%
45
– –
KB icon
1141
KB Financial Group
KB
$41.2B
$2K ﹤0.01%
+48
New +$2.18K
L icon
1142
Loews
L
$24.3B
$2K ﹤0.01%
30
– –
MAN icon
1143
ManpowerGroup
MAN
$2.39B
$2K ﹤0.01%
31
– –
MGM icon
1144
MGM Resorts International
MGM
$11.7B
$2K ﹤0.01%
65
– –
NTES icon
1145
NetEase
NTES
$76.5B
$2K ﹤0.01%
25
-15
-38% -$1.43K
OC icon
1146
Owens Corning
OC
$11.5B
$2K ﹤0.01%
28
– –
ONL
1147
Orion Office REIT
ONL
$148M
$2K ﹤0.01%
205
– –
RELL icon
1148
Richardson Electronics
RELL
$261M
$2K ﹤0.01%
104
– –
SOXX icon
1149
iShares Semiconductor ETF
SOXX
$44.2B
$2K ﹤0.01%
21
-108
-84% -$14.6K
SYF icon
1150
Synchrony
SYF
$23.7B
$2K ﹤0.01%
75
+63
+525% +$2.19K
44 45
46
47 48

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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.