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
+10.41%
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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
+$1.39B
Cap. Flow %
2.88%
Top 10 Hldgs %
26.82%
Holding
1,070
New
143
Increased
482
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
TMCI icon
Treace Medical Concepts
TMCI
+$247M
2
DIS icon
Walt Disney
DIS
+$175M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

Rank Stock Value
1
CI icon
Cigna
CI
+$109M
2
CMCSA icon
Comcast
CMCSA
+$106M
3
BX icon
Blackstone
BX
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

Rank Sector Weight
1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
176
Invesco QQQ Trust
QQQ
$455B
$39.3M 0.08%
98,829
+6,098
+7% +$2.35M
AON icon
177
Aon
AON
$77.3B
$39.2M 0.08%
130,287
-4,033
-3% -$1.21M
ORCL icon
178
Oracle
ORCL
$331B
$39.1M 0.08%
447,815
+10,805
+2% +$1.01M
KO icon
179
Coca-Cola
KO
$354B
$38.9M 0.08%
656,431
+18,498
+3% +$1.03M
BHP icon
180
BHP
BHP
$213B
$38.7M 0.08%
719,403
+166,729
+30% +$8.34M
XOM icon
181
ExxonMobil
XOM
$651B
$38.7M 0.08%
632,598
+79,285
+14% +$4.96M
VBK icon
182
Vanguard Small-Cap Growth ETF
VBK
$23.2B
$38.2M 0.08%
135,553
+12,667
+10% +$3.63M
CRL icon
183
Charles River Laboratories
CRL
$10.9B
$38M 0.08%
100,969
+1,800
+2% +$699K
SNPS icon
184
Synopsys
SNPS
$71.5B
$37.9M 0.08%
102,753
+57
+0.1% +$19.2K
ENPH icon
185
Enphase Energy
ENPH
$4.84B
$37.5M 0.08%
205,238
+49,754
+32% +$10.4M
ENB icon
186
Enbridge
ENB
$124B
$37.2M 0.08%
952,964
+125,889
+15% +$5.05M
DEO icon
187
Diageo
DEO
$46.2B
$37M 0.08%
167,857
+7,694
+5% +$1.58M
LYG icon
188
Lloyds Banking Group
LYG
$87.4B
$36.1M 0.07%
14,161,763
+662,990
+5% +$1.69M
TSCO icon
189
Tractor Supply
TSCO
$16.3B
$36.1M 0.07%
755,735
+3,215
+0.4% +$141K
TRU icon
190
TransUnion
TRU
$14.8B
$35.7M 0.07%
300,786
-1,264
-0.4% -$145K
SONY icon
191
Sony
SONY
$123B
$34.8M 0.07%
1,374,815
+108,665
+9% +$2.59M
BABA icon
192
Alibaba
BABA
$269B
$34.3M 0.07%
288,532
-231,770
-45% -$33.8M
RMD icon
193
ResMed
RMD
$28.3B
$33.9M 0.07%
130,074
+168
+0.1% +$43.6K
WAL icon
194
Western Alliance Bancorporation
WAL
$9.07B
$33.4M 0.07%
310,331
+86,592
+39% +$9.75M
EEM icon
195
iShares MSCI Emerging Markets ETF
EEM
$28B
$32.9M 0.07%
674,169
+9,477
+1% +$477K
CNI icon
196
Canadian National Railway
CNI
$78.3B
$32.6M 0.07%
265,495
+12,533
+5% +$1.59M
AEP icon
197
American Electric Power
AEP
$73.7B
$32.4M 0.07%
363,678
-226,306
-38% -$19.1M
NVS icon
198
Novartis
NVS
$295B
$32.1M 0.07%
367,484
+1,403
+0.4% +$116K
BAC icon
199
Bank of America
BAC
$435B
$32M 0.07%
719,462
+85,852
+14% +$3.91M
SMAR
200
DELISTED
Smartsheet Inc.
SMAR
$31.9M 0.07%
412,211
+74,733
+22% +$5.22M
6 7
8
9 10

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 Q4 2021 Portfolio in Review

As of Q4 2021, CIBC Private Wealth Group held 1,070 positions worth $48.2B, up 12% from $43B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q4 2021 filing shows 143 new, 482 increased, 257 reduced and 62 closed positions. Its largest new stake was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M. The largest sale was Cigna, an estimated $109M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q4 2021 buy was Li-Cycle Holdings Corp.: 237,421 shares worth $18.9M.
  • CIBC Private Wealth Group added most to Treace Medical Concepts in Q4 2021, an estimated $247M increase.
  • CIBC Private Wealth Group's biggest Q4 2021 reduction was Cigna, cutting an estimated $109M.
  • CIBC Private Wealth Group fully exited Everbridge, Inc. Common Stock in Q4 2021, selling an estimated $17.3M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $48.2B portfolio in Q4 2021.
  • CIBC Private Wealth Group opened 143 new positions and closed 62 in Q4 2021.
  • CIBC Private Wealth Group's portfolio value rose 12% quarter-over-quarter to $48.2B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2021, filed 8 Feb 2022.