We are live on ! Find out more
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
BY icon
1201
Byline Bancorp
BY
$1.75B
– –
-8,088
Closed -$216K
CCSI icon
1202
Consensus Cloud Solutions
CCSI
$669M
– –
-13
Closed -$1K
CDE icon
1203
Coeur Mining
CDE
$15.6B
$0 ﹤0.01%
135
– –
CF icon
1204
CF Industries
CF
$19.2B
– –
-41
Closed -$4K
CHKP icon
1205
Check Point Software Technologies
CHKP
$13.3B
– –
-148
Closed -$20K
CHWY icon
1206
Chewy
CHWY
$8.54B
– –
-138,808
Closed -$5.66M
CIM
1207
Chimera Investment
CIM
$1.05B
– –
-7,079
Closed -$256K
CMC icon
1208
Commercial Metals
CMC
$7.63B
– –
-41,672
Closed -$1.73M
CNXC icon
1209
Concentrix
CNXC
$1.36B
– –
-16
Closed -$3K
CPB icon
1210
Campbell Soup
CPB
$6.51B
– –
-21
Closed -$1K
CRH icon
1211
CRH
CRH
$66.7B
– –
-134
Closed -$5K
CVNA icon
1212
Carvana
CVNA
$43.3B
– –
-100,070
Closed -$2.39M
DFAX icon
1213
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.8B
– –
-16,757
Closed -$418K
DGRO icon
1214
iShares Core Dividend Growth ETF
DGRO
$42.6B
– –
-11,670
Closed -$623K
DGX icon
1215
Quest Diagnostics
DGX
$25.1B
– –
-3,539
Closed -$484K
DKNG icon
1216
DraftKings
DKNG
$11.4B
– –
-14,504
Closed -$283K
EA icon
1217
Electronic Arts
EA
$52.4B
– –
-11
Closed -$1K
EEMV icon
1218
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
– –
-1,009
Closed -$62K
EFAV icon
1219
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
– –
-1,229
Closed -$89K
EMBC icon
1220
Embecta
EMBC
$195M
$0 ﹤0.01%
+17
New +$490
EMN icon
1221
Eastman Chemical
EMN
$7.8B
– –
-23
Closed -$3K
EMBJ
1222
Embraer S.A. ADS
EMBJ
$11.6B
– –
-540
Closed -$7K
ETSY icon
1223
Etsy
ETSY
$7.65B
$0 ﹤0.01%
+4
New +$365
EXR icon
1224
Extra Space Storage
EXR
$31.2B
– –
-11
Closed -$2K
FF icon
1225
Future Fuel
FF
$204M
– –
-17,980
Closed -$175K
47 48
49
50 51

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
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
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.