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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
+9.3%
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
$32.6B
AUM Growth
+$12.1B
Cap. Flow
+$10.5B
Cap. Flow %
32.23%
Top 10 Hldgs %
26.53%
Holding
910
New
321
Increased
356
Reduced
166
Closed
34

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$597M
2
MSFT icon
Microsoft
MSFT
+$548M
3
AAPL icon
Apple
AAPL
+$421M
4
MA icon
Mastercard
MA
+$261M
5
ROP icon
Roper Technologies
ROP
+$220M

Top Sells

Rank Stock Value
1
C icon
Citigroup
C
+$69M
2
TRP icon
TC Energy
TRP
+$41.2M
3
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$28.1M
4
COF icon
Capital One
COF
+$24.3M
5
WMB icon
Williams Companies
WMB
+$18.9M

Sector Composition

Rank Sector Weight
1 Technology 25.74%
2 Healthcare 15.52%
3 Consumer Discretionary 11.47%
4 Financials 11.17%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEO icon
276
Diageo
DEO
$49B
$11.9M 0.04%
86,417
+31,468
+57% +$4.34M
NS
277
DELISTED
NuStar Energy L.P.
NS
$11.8M 0.04%
1,111,869
-132,494
-11% -$1.77M
BEPC icon
278
Brookfield Renewable
BEPC
$6.08B
$11.7M 0.04%
+299,595
New +$10M
UPS icon
279
United Parcel Service
UPS
$88.6B
$11.6M 0.04%
71,171
+21,484
+43% +$3.13M
AGG icon
280
iShares Core US Aggregate Bond ETF
AGG
$137B
$11.6M 0.04%
97,945
+8,315
+9% +$986K
IAU icon
281
iShares Gold Trust
IAU
$62.9B
$11.5M 0.04%
320,735
+59,850
+23% +$2.19M
SNN icon
282
Smith & Nephew
SNN
$13.3B
$11.5M 0.04%
294,765
+147,225
+100% +$5.93M
LBRDK icon
283
Liberty Broadband Class C
LBRDK
$4.88B
$11.2M 0.03%
79,852
+8,903
+13% +$1.22M
T icon
284
AT&T
T
$159B
$11.1M 0.03%
513,970
+138,370
+37% +$3.09M
CULP icon
285
Culp Inc
CULP
$44.1M
$10.9M 0.03%
879,844
– –
GRUB
286
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$10.9M 0.03%
75,547
+7,586
+11% +$1.09M
FIVE icon
287
Five Below
FIVE
$12B
$10.9M 0.03%
+85,895
New +$9.78M
SNPR.U
288
DELISTED
Tortoise Acquisition Corp. II Units, each consisting of one Class A ordinary share and one-fourth of
SNPR.U
$10.9M 0.03%
+1,000,000
New +$10.8M
ESS icon
289
Essex Property Trust
ESS
$18.3B
$10.7M 0.03%
53,101
-623
-1% -$136K
PAGP icon
290
Plains GP Holdings
PAGP
$5.21B
$10.6M 0.03%
1,743,844
-2,462,667
-59% -$18.9M
IHG icon
291
InterContinental Hotels
IHG
$24.1B
$10.6M 0.03%
202,201
+96,535
+91% +$5.04M
EDU icon
292
New Oriental
EDU
$9.37B
$10.6M 0.03%
70,689
+20,560
+41% +$2.97M
ETRN
293
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$10.1M 0.03%
1,198,822
+258,502
+27% +$2.53M
BF.B icon
294
Brown-Forman Class B
BF.B
$13.2B
$10.1M 0.03%
133,785
-4,669
-3% -$334K
CLII.U
295
DELISTED
Climate Change Crisis Real Impact I Acquisition Corporation Units, each consisting of one share of C
CLII.U
$10.1M 0.03%
+1,000,000
New +$10.1M
SFM icon
296
Sprouts Farmers Market
SFM
$8.13B
$9.9M 0.03%
473,259
-15,844
-3% -$380K
GBT
297
DELISTED
Global Blood Therapeutics, Inc.
GBT
$9.83M 0.03%
178,264
-7,218
-4% -$459K
LNT icon
298
Alliant Energy
LNT
$18.3B
$9.77M 0.03%
189,114
-40,000
-17% -$2.09M
MELI icon
299
Mercado Libre
MELI
$95.2B
$9.61M 0.03%
+8,876
New +$9.63M
PANW icon
300
Palo Alto Networks
PANW
$270B
$9.6M 0.03%
+235,380
New +$9.79M
10 11
12
13 14

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CIBC Private Wealth Group's Q3 2020 Portfolio in Review

As of Q3 2020, CIBC Private Wealth Group held 910 positions worth $32.6B, up 59% from $20.6B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group deployed $10.5B of net new capital in Q3 2020, opening 321 new positions and adding to 356 existing holdings. Its largest new stake was Sherwin-Williams: 632,238 shares worth $147M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Citigroup, an estimated $69M trimmed.

  • CIBC Private Wealth Group's largest Q3 2020 buy was Sherwin-Williams: 632,238 shares worth $147M.
  • CIBC Private Wealth Group added most to Amazon in Q3 2020, an estimated $597M increase.
  • CIBC Private Wealth Group's biggest Q3 2020 reduction was Citigroup, cutting an estimated $69M.
  • CIBC Private Wealth Group fully exited PG&E in Q3 2020, selling an estimated $10.7M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $32.6B portfolio in Q3 2020.
  • CIBC Private Wealth Group opened 321 new positions and closed 34 in Q3 2020.
  • CIBC Private Wealth Group's portfolio value rose 59% quarter-over-quarter to $32.6B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2020, filed 29 Oct 2020.