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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
ANSS
176
DELISTED
Ansys
ANSS
$44.1M 0.1%
133,594
+39,458
+42% +$12.5M
HUBS icon
177
HubSpot
HUBS
$11.4B
$44.1M 0.1%
82,855
+39,394
+91% +$18.5M
INTU icon
178
Intuit
INTU
$83.1B
$43.8M 0.1%
95,672
+2,841
+3% +$1.24M
GLOB icon
179
Globant
GLOB
$1.41B
$43.6M 0.1%
+242,352
New +$39.8M
AME icon
180
Ametek
AME
$55.7B
$43.1M 0.09%
266,498
+74,492
+39% +$10.9M
WES icon
181
Western Midstream Partners
WES
$19.3B
$43M 0.09%
1,622,020
-101,146
-6% -$2.66M
A icon
182
Agilent Technologies
A
$38.9B
$42.5M 0.09%
353,017
+211,587
+150% +$27M
HUBB icon
183
Hubbell
HUBB
$26.3B
$42.4M 0.09%
127,795
+33,554
+36% +$9.29M
CRWD icon
184
CrowdStrike
CRWD
$183B
$41.8M 0.09%
1,138,224
+1,054,028
+1,252% +$36.7M
ELF icon
185
e.l.f. Beauty
ELF
$4.95B
$41.4M 0.09%
+362,272
New +$34.9M
KO icon
186
Coca-Cola
KO
$362B
$41.3M 0.09%
685,691
+26,177
+4% +$1.63M
ITW icon
187
Illinois Tool Works
ITW
$81.9B
$41M 0.09%
164,072
+5,162
+3% +$1.21M
MSCI icon
188
MSCI
MSCI
$41.5B
$41M 0.09%
87,441
+25,315
+41% +$12.3M
IEX icon
189
IDEX
IEX
$16.6B
$40.5M 0.09%
187,985
+71,523
+61% +$15M
NOVA
190
DELISTED
Sunnova Energy
NOVA
$40.3M 0.09%
2,198,892
-1,037,493
-32% -$17.6M
SEDG icon
191
SolarEdge
SEDG
$2.62B
$40M 0.09%
148,633
+7,137
+5% +$2.05M
LOW icon
192
Lowe's Companies
LOW
$119B
$39.6M 0.09%
175,442
-1,019
-0.6% -$212K
QCLN icon
193
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$609M
$39.3M 0.09%
768,081
+95,887
+14% +$4.63M
AON icon
194
Aon
AON
$78.4B
$38.2M 0.08%
110,634
-20,465
-16% -$6.65M
MCD icon
195
McDonald's
MCD
$192B
$38.1M 0.08%
127,739
+78
+0.1% +$22.7K
TSM icon
196
TSMC
TSM
$2.07T
$38.1M 0.08%
377,654
+5,404
+1% +$503K
BABA icon
197
Alibaba
BABA
$276B
$37.8M 0.08%
453,859
+14,758
+3% +$1.29M
SBUX icon
198
Starbucks
SBUX
$118B
$37.7M 0.08%
380,568
-83,356
-18% -$8.65M
CPAY icon
199
Corpay
CPAY
$24.8B
$37.2M 0.08%
148,301
+36,719
+33% +$8.37M
MNST icon
200
Monster Beverage
MNST
$93.2B
$36.9M 0.08%
642,700
+185,270
+41% +$10.5M
6 7
8
9 10

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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.