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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
UNM icon
1151
Unum
UNM
$13.8B
$2K ﹤0.01%
73
– –
VLRS
1152
Controladora Vuela Compania de Aviacion
VLRS
$876M
$2K ﹤0.01%
237
– –
XPEV icon
1153
XPeng
XPEV
$11.8B
$2K ﹤0.01%
57
– –
ZBRA icon
1154
Zebra Technologies
ZBRA
$12.4B
$2K ﹤0.01%
6
-497
-99% -$173K
ARGX icon
1155
argenx
ARGX
$57.4B
$1K ﹤0.01%
+2
New +$644
ASX icon
1156
ASE Group
ASX
$80.8B
$1K ﹤0.01%
228
– –
BBWI icon
1157
Bath & Body Works
BBWI
$4.01B
$1K ﹤0.01%
21
– –
BBY icon
1158
Best Buy
BBY
$18B
$1K ﹤0.01%
16
– –
BILI icon
1159
Bilibili
BILI
$7.18B
$1K ﹤0.01%
38
– –
DVA icon
1160
DaVita
DVA
$15.1B
$1K ﹤0.01%
15
– –
ETR icon
1161
Entergy
ETR
$54.1B
$1K ﹤0.01%
20
– –
EVRG icon
1162
Evergy
EVRG
$20.1B
$1K ﹤0.01%
18
– –
EXAS
1163
DELISTED
Exact Sciences
EXAS
$1K ﹤0.01%
30
-6,484
-100% -$347K
FLS icon
1164
Flowserve
FLS
$9.25B
$1K ﹤0.01%
39
– –
GPRK icon
1165
GeoPark
GPRK
$649M
$1K ﹤0.01%
+67
New +$1.05K
HII icon
1166
Huntington Ingalls Industries
HII
$11.3B
$1K ﹤0.01%
3
– –
IGF icon
1167
iShares Global Infrastructure ETF
IGF
$11B
$1K ﹤0.01%
30
– –
NBP
1168
NovaBridge Biosciences American Depositary Shares
NBP
$205M
$1K ﹤0.01%
100
– –
INCY icon
1169
Incyte
INCY
$23.5B
$1K ﹤0.01%
15
– –
JBHT icon
1170
JB Hunt Transport Services
JBHT
$27.1B
$1K ﹤0.01%
6
-10,828
-100% -$1.83M
LDOS icon
1171
Leidos
LDOS
$14.1B
$1K ﹤0.01%
12
– –
NI icon
1172
NiSource
NI
$22.4B
$1K ﹤0.01%
41
– –
OXY.WS icon
1173
Occidental Petroleum Corp Warrants
OXY.WS
$33.2B
$1K ﹤0.01%
15
– –
PHI icon
1174
PLDT
PHI
$4.25B
$1K ﹤0.01%
+40
New +$1.42K
RL icon
1175
Ralph Lauren
RL
$22.2B
$1K ﹤0.01%
11
– –
45 46
47
48 49

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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
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
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
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.