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
VAL.WS icon
1301
Valaris Ltd Warrants
VAL.WS
$724M
$0 ﹤0.01%
1
– –
VERX icon
1302
Vertex
VERX
$1.92B
– –
-14,720
Closed -$226K
VFF icon
1303
Village Farms International
VFF
$235M
$0 ﹤0.01%
105
– –
VFH icon
1304
Vanguard Financials ETF
VFH
$13.3B
– –
-7,423
Closed -$693K
VFMO icon
1305
Vanguard US Momentum Factor ETF
VFMO
$1.8B
– –
-33
Closed -$4K
VFMF icon
1306
Vanguard US Multifactor ETF
VFMF
$717M
– –
-15
Closed -$2K
VFMV icon
1307
Vanguard US Minimum Volatility ETF
VFMV
$429M
– –
-462
Closed -$48K
VFVA icon
1308
Vanguard US Value Factor ETF
VFVA
$879M
– –
-1,262
Closed -$135K
VLUE icon
1309
iShares MSCI USA Value Factor ETF
VLUE
$9.4B
– –
-32
Closed -$3K
VLY icon
1310
Valley National Bancorp
VLY
$7.93B
– –
-20,904
Closed -$272K
VOD icon
1311
Vodafone
VOD
$34.9B
– –
-10,536
Closed -$175K
VONG icon
1312
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
– –
-16,557
Closed -$1.18M
GGRP
1313
Glimpse Group
GGRP
$19M
– –
-10,750
Closed -$69K
VSXY
1314
Victoria's Secret
VSXY
$6.64B
$0 ﹤0.01%
7
– –
WD icon
1315
Walker & Dunlop
WD
$1.65B
– –
-2,000
Closed -$259K
WOMN icon
1316
Impact Shares Womens Empowerment ETF Trading
WOMN
$55.7M
– –
-6,799
Closed -$223K
X
1317
DELISTED
US Steel
X
– –
-400
Closed -$15K
XTN icon
1318
State Street SPDR S&P Transportation ETF
XTN
$403M
– –
-3,256
Closed -$290K
YETI icon
1319
Yeti Holdings
YETI
$3.82B
– –
-14,276
Closed -$856K
ZD icon
1320
Ziff Davis
ZD
$1.9B
– –
-40
Closed -$4K
ZS icon
1321
Zscaler
ZS
$23B
$0 ﹤0.01%
2
-5,833
-100% -$1.03M
ZVIA icon
1322
Zevia
ZVIA
$108M
– –
-67,100
Closed -$307K
NBIS
1323
Nebius Group N.V.
NBIS
$47.7B
$0 ﹤0.01%
126
– –
GAP
1324
The Gap Inc
GAP
$6.84B
$0 ﹤0.01%
21
– –
BNT
1325
Brookfield Wealth Solutions
BNT
$11.6B
– –
-2
Closed –
50 51 52
53
54

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.