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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
+8.2%
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
$45.7B
AUM Growth
+$568M
Cap. Flow
+$490M
Cap. Flow %
1.07%
Top 10 Hldgs %
25.58%
Holding
939
New
53
Increased
359
Reduced
344
Closed
63

Top Buys

Rank Stock Value
1
WEC icon
WEC Energy
WEC
+$114M
2
NEE icon
NextEra Energy
NEE
+$107M
3
PFE icon
Pfizer
PFE
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$96.6M
5
WDAY icon
Workday
WDAY
+$88.6M

Top Sells

Rank Stock Value
1
RUN icon
Sunrun
RUN
+$208M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$207M
3
RBA icon
RB Global
RBA
+$108M
4
SYK icon
Stryker
SYK
+$83M
5
MDLZ icon
Mondelez International
MDLZ
+$70.2M

Sector Composition

Rank Sector Weight
1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
126
Morgan Stanley
MS
$337B
$80.8M 0.18%
945,915
-382,620
-29% -$32.7M
XIFR
127
XPLR Infrastructure LP
XIFR
$1.19B
$80.7M 0.18%
1,376,236
+37,108
+3% +$2.23M
DKS icon
128
Dick's Sporting Goods
DKS
$18.4B
$79.1M 0.17%
598,044
+12,816
+2% +$1.75M
AZO icon
129
AutoZone
AZO
$50.2B
$77.7M 0.17%
31,165
+8,771
+39% +$22.4M
AAXJ icon
130
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.66B
$77.3M 0.17%
1,163,846
-15,378
-1% -$1.03M
VTI icon
131
Vanguard Total Stock Market ETF
VTI
$655B
$72.7M 0.16%
329,943
-186
-0.1% -$38.8K
IRM icon
132
Iron Mountain
IRM
$37.8B
$71.3M 0.16%
1,254,063
+63,315
+5% +$3.47M
AMD icon
133
Advanced Micro Devices
AMD
$807B
$70.5M 0.15%
618,969
+16,702
+3% +$1.74M
AMP icon
134
Ameriprise Financial
AMP
$47.6B
$70.3M 0.15%
211,789
+57,144
+37% +$17.6M
PG icon
135
Procter & Gamble
PG
$346B
$70.2M 0.15%
462,788
+68,947
+18% +$10.4M
IWP icon
136
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$69.8M 0.15%
722,221
-921
-0.1% -$83.9K
IBM icon
137
IBM
IBM
$204B
$68.4M 0.15%
511,154
+14,163
+3% +$1.83M
BIP icon
138
Brookfield Infrastructure Partners
BIP
$18.6B
$67M 0.15%
1,835,646
+445,672
+32% +$15.9M
BIPC icon
139
Brookfield Infrastructure
BIPC
$5.03B
$66.4M 0.15%
1,456,440
-38,871
-3% -$1.77M
HWM icon
140
Howmet Aerospace
HWM
$115B
$64.9M 0.14%
1,310,442
+837,709
+177% +$37.3M
IAU icon
141
iShares Gold Trust
IAU
$63.4B
$64.8M 0.14%
1,781,846
+361,561
+25% +$13.6M
PH icon
142
Parker-Hannifin
PH
$124B
$64.6M 0.14%
165,747
+161,687
+3,982% +$54.7M
PAA icon
143
Plains All American Pipeline
PAA
$17.1B
$61.3M 0.13%
4,349,024
-759,212
-15% -$10M
BEP icon
144
Brookfield Renewable
BEP
$9.74B
$61.2M 0.13%
2,074,809
+357,986
+21% +$11M
HDB icon
145
HDFC Bank
HDB
$119B
$61.1M 0.13%
1,754,648
+37,360
+2% +$1.26M
RACE icon
146
Ferrari
RACE
$66.8B
$60M 0.13%
184,321
-34,274
-16% -$9.99M
ALGN icon
147
Align Technology
ALGN
$12B
$60M 0.13%
169,538
+66,962
+65% +$21.3M
LYV icon
148
Live Nation Entertainment
LYV
$41.7B
$59.9M 0.13%
657,709
+86,991
+15% +$6.79M
XOM icon
149
ExxonMobil
XOM
$642B
$59.9M 0.13%
558,613
-604
-0.1% -$65.9K
AVGO icon
150
Broadcom
AVGO
$1.82T
$59.6M 0.13%
686,720
+292,900
+74% +$20.9M
4 5
6
7 8

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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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CIBC Private Wealth Group's Q2 2023 Portfolio in Review

As of Q2 2023, CIBC Private Wealth Group held 939 positions worth $45.7B, up 1.3% from $45.2B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

CIBC Private Wealth Group's Q2 2023 filing shows 53 new, 359 increased, 344 reduced and 63 closed positions. Its largest new stake was Globant: 242,352 shares worth $43.6M. The largest sale was Sunrun, an estimated $208M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q2 2023 buy was Globant: 242,352 shares worth $43.6M.
  • CIBC Private Wealth Group added most to WEC Energy in Q2 2023, an estimated $114M increase.
  • CIBC Private Wealth Group's biggest Q2 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $207M.
  • CIBC Private Wealth Group fully exited Sunrun in Q2 2023, selling an estimated $208M.
  • CIBC Private Wealth Group's ten largest holdings make up 26% of its $45.7B portfolio in Q2 2023.
  • CIBC Private Wealth Group opened 53 new positions and closed 63 in Q2 2023.
  • CIBC Private Wealth Group's portfolio value rose 1.3% quarter-over-quarter to $45.7B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2023, filed 10 Aug 2023.