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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
+14.71%
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
$37.8B
AUM Growth
+$5.18B
Cap. Flow
+$917M
Cap. Flow %
2.42%
Top 10 Hldgs %
24.93%
Holding
1,026
New
150
Increased
363
Reduced
361
Closed
54

Top Buys

Rank Stock Value
1
AEP icon
American Electric Power
AEP
+$186M
2
PNC icon
PNC Financial Services
PNC
+$159M
3
BX icon
Blackstone
BX
+$140M
4
SPGI icon
S&P Global
SPGI
+$138M
5
GS icon
Goldman Sachs
GS
+$77.6M

Top Sells

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$138M
2
ORCL icon
Oracle
ORCL
+$96.1M
3
QCOM icon
Qualcomm
QCOM
+$87.1M
4
CMCSA icon
Comcast
CMCSA
+$63.9M
5
EQIX icon
Equinix
EQIX
+$58.1M

Sector Composition

Rank Sector Weight
1 Technology 24.61%
2 Healthcare 14.53%
3 Financials 13.21%
4 Consumer Discretionary 10.66%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DT icon
276
Dynatrace
DT
$12.7B
$14.8M 0.04%
342,553
-4,865
-1% -$193K
GLD icon
277
SPDR Gold Trust
GLD
$131B
$14.8M 0.04%
82,863
-4,140
-5% -$729K
FIVE icon
278
Five Below
FIVE
$11.5B
$14.7M 0.04%
84,224
-1,671
-2% -$247K
AEE icon
279
Ameren
AEE
$31.1B
$14.7M 0.04%
188,727
+25,814
+16% +$2.07M
XEL icon
280
Xcel Energy
XEL
$50.1B
$14.7M 0.04%
220,689
+184,383
+508% +$12.8M
CVS icon
281
CVS Health
CVS
$140B
$14.7M 0.04%
215,093
-364,387
-63% -$23.7M
LLY icon
282
Eli Lilly
LLY
$1.09T
$14.6M 0.04%
86,339
+1,717
+2% +$256K
GRFS
283
Grifois
GRFS
$5.44B
$14.5M 0.04%
784,237
+67,699
+9% +$1.25M
IHG icon
284
InterContinental Hotels
IHG
$23.9B
$14.4M 0.04%
221,809
+19,608
+10% +$1.15M
MO icon
285
Altria Group
MO
$125B
$14.3M 0.04%
348,805
+205,937
+144% +$8.27M
EDU icon
286
New Oriental
EDU
$8.08B
$14.2M 0.04%
76,308
+5,619
+8% +$946K
CULP icon
287
Culp Inc
CULP
$45.1M
$14M 0.04%
879,844
– –
EQIX icon
288
Equinix
EQIX
$102B
$13.9M 0.04%
19,429
-78,121
-80% -$58.1M
PANW icon
289
Palo Alto Networks
PANW
$260B
$13.8M 0.04%
233,772
-1,608
-0.7% -$75.1K
NUAN
290
DELISTED
Nuance Communications, Inc.
NUAN
$13.5M 0.04%
+306,034
New +$11.6M
SNN icon
291
Smith & Nephew
SNN
$13.7B
$13.4M 0.04%
317,697
+22,932
+8% +$908K
ENPH icon
292
Enphase Energy
ENPH
$4.79B
$13.2M 0.03%
+75,170
New +$9.53M
NOW icon
293
ServiceNow
NOW
$114B
$13.1M 0.03%
119,400
-3,525
-3% -$367K
DUK icon
294
Duke Energy
DUK
$101B
$13M 0.03%
142,303
+110,896
+353% +$10.3M
FMX icon
295
Fomento Económico Mexicano
FMX
$43.5B
$12.9M 0.03%
170,891
+10,051
+6% +$672K
QELL
296
DELISTED
Qell Acquisition Corp. Class A Ordinary Shares
QELL
$12.9M 0.03%
+1,051,666
New +$12.4M
SPLK
297
DELISTED
Splunk Inc
SPLK
$12.8M 0.03%
75,550
-4,262
-5% -$815K
AGG icon
298
iShares Core US Aggregate Bond ETF
AGG
$138B
$12.7M 0.03%
107,482
+9,537
+10% +$1.12M
BA icon
299
Boeing
BA
$175B
$12.7M 0.03%
59,292
+2,885
+5% +$555K
T icon
300
AT&T
T
$169B
$12.6M 0.03%
582,327
+68,357
+13% +$1.47M
10 11
12
13 14

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CWM
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FAF
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CIBC Private Wealth Group's Q4 2020 Portfolio in Review

As of Q4 2020, CIBC Private Wealth Group held 1,026 positions worth $37.8B, up 16% from $32.6B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

CIBC Private Wealth Group's Q4 2020 filing shows 150 new, 363 increased, 361 reduced and 54 closed positions. Its largest new stake was Rice Acquisition Corp. Units, each consisting of one share of our Class A common stock and one-half: 2,128,500 shares worth $24.1M. The largest sale was Thermo Fisher Scientific, an estimated $138M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • CIBC Private Wealth Group's largest Q4 2020 buy was Rice Acquisition Corp. Units, each consisting of one share of our Class A common stock and one-half: 2,128,500 shares worth $24.1M.
  • CIBC Private Wealth Group added most to American Electric Power in Q4 2020, an estimated $186M increase.
  • CIBC Private Wealth Group's biggest Q4 2020 reduction was Thermo Fisher Scientific, cutting an estimated $138M.
  • CIBC Private Wealth Group fully exited Livongo Health, Inc. Common Stock in Q4 2020, selling an estimated $17M.
  • CIBC Private Wealth Group's ten largest holdings make up 25% of its $37.8B portfolio in Q4 2020.
  • CIBC Private Wealth Group opened 150 new positions and closed 54 in Q4 2020.
  • CIBC Private Wealth Group's portfolio value rose 16% quarter-over-quarter to $37.8B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2020, filed 12 Feb 2021.