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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
TIMB icon
1176
TIM SA
TIMB
$10.2B
$1K ﹤0.01%
+76
New +$1.04K
TV icon
1177
Televisa
TV
$1.45B
$1K ﹤0.01%
+102
New +$963
TXT icon
1178
Textron
TXT
$16.6B
$1K ﹤0.01%
20
– –
UHS icon
1179
Universal Health Services
UHS
$9.43B
$1K ﹤0.01%
10
– –
XRAY icon
1180
Dentsply Sirona
XRAY
$2.59B
$1K ﹤0.01%
25
– –
SGEN
1181
DELISTED
Seagen Inc. Common Stock
SGEN
$1K ﹤0.01%
+5
New +$721
CTXS
1182
DELISTED
Citrix Systems Inc
CTXS
$1K ﹤0.01%
9
-10,449
-100% -$1.04M
AAP icon
1183
Advance Auto Parts
AAP
$3.37B
– –
-120
Closed -$25K
AB icon
1184
AllianceBernstein
AB
$3.47B
– –
-4,695
Closed -$221K
ACP
1185
abrdn Income Credit Strategies Fund
ACP
$640M
– –
-25,225
Closed -$247K
AER icon
1186
AerCap
AER
$23.9B
– –
-82
Closed -$4K
AHRT
1187
AH Realty Trust
AHRT
$534M
– –
-368,214
Closed -$5.38M
ALK icon
1188
Alaska Air
ALK
$5.15B
$0 ﹤0.01%
11
– –
AMG icon
1189
Affiliated Managers Group
AMG
$9.46B
– –
-1,644
Closed -$232K
AMLP icon
1190
Alerian MLP ETF
AMLP
$13B
– –
-111
Closed -$4K
APPS icon
1191
Digital Turbine
APPS
$1.02B
– –
-302
Closed -$13K
EFOR
1192
Everforth Inc
EFOR
$845M
– –
-2,104
Closed -$246K
AVB icon
1193
AvalonBay Communities
AVB
$27.1B
– –
-66
Closed -$16K
BCS icon
1194
Barclays
BCS
$94.1B
$0 ﹤0.01%
1
-560
-100% -$4.39K
BCYC
1195
Bicycle Therapeutics
BCYC
$270M
– –
-183
Closed -$8K
BE icon
1196
Bloom Energy
BE
$52.6B
– –
-8,501
Closed -$205K
BHC icon
1197
Bausch Health
BHC
$1.65B
– –
-16,648
Closed -$380K
BIIB icon
1198
Biogen
BIIB
$29.9B
– –
-1,108
Closed -$233K
BILL icon
1199
BILL Holdings
BILL
$4.33B
$0 ﹤0.01%
+4
New +$582
BIRD icon
1200
Smartbird Inc
BIRD
$21.7M
– –
-2,281
Closed -$274K
46 47
48
49 50

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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.