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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
REZI icon
1276
Resideo Technologies
REZI
$5.23B
– –
-23,774
Closed -$567K
RH icon
1277
RH
RH
$3.3B
$0 ﹤0.01%
+2
New +$594
RICK icon
1278
RCI Hospitality Holdings
RICK
$199M
– –
-715
Closed -$44K
RVLV icon
1279
Revolve Group
RVLV
$1.79B
– –
-3,300
Closed -$177K
RVTY icon
1280
Revvity
RVTY
$12.3B
$0 ﹤0.01%
3
– –
RWT
1281
Redwood Trust
RWT
$616M
– –
-350
Closed -$4K
SCCO icon
1282
Southern Copper
SCCO
$141B
– –
-3,322
Closed -$234K
SCHM icon
1283
Schwab US Mid-Cap ETF
SCHM
$14.6B
– –
-8,268
Closed -$209K
SCHP icon
1284
Schwab US TIPS ETF
SCHP
$16.3B
– –
-1,088
Closed -$33K
SHYG icon
1285
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
– –
-2,535
Closed -$111K
FIRY
1286
Firy Inc
FIRY
$127M
– –
-595
Closed -$36K
SNY icon
1287
Sanofi
SNY
$104B
– –
-33,751
Closed -$1.73M
SPEM icon
1288
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
– –
-5,602
Closed -$216K
SRPT icon
1289
Sarepta Therapeutics
SRPT
$1.66B
$0 ﹤0.01%
+6
New +$441
SU icon
1290
Suncor Energy
SU
$77.7B
– –
-218
Closed -$7K
SUB icon
1291
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
– –
-190
Closed -$20K
SYNA icon
1292
Synaptics
SYNA
$4.41B
– –
-1,417
Closed -$283K
TBBK icon
1293
The Bancorp
TBBK
$2.79B
– –
-1,656
Closed -$47K
TMFC icon
1294
Motley Fool 100 Index ETF
TMFC
$2B
– –
-27,100
Closed -$1.11M
TRN icon
1295
Trinity Industries
TRN
$2.97B
– –
-220
Closed -$8K
TRUP icon
1296
Trupanion
TRUP
$1.05B
– –
-3,017
Closed -$269K
U icon
1297
Unity
U
$12.5B
– –
-1,490
Closed -$148K
UPRO icon
1298
ProShares UltraPro S&P 500
UPRO
$5.1B
– –
-3,354
Closed -$213K
UPST icon
1299
Upstart Holdings
UPST
$2.58B
– –
-909
Closed -$99K
UTHR icon
1300
United Therapeutics
UTHR
$26.3B
– –
-16
Closed -$3K
50 51
52
53 54

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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.