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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
AON icon
301
Aon
AON
$76.5B
$9.59M 0.03%
46,480
+5,023
+12% +$1M
KLAC icon
302
KLA
KLAC
$239B
$9.46M 0.03%
488,490
-19,010
-4% -$376K
BA icon
303
Boeing
BA
$171B
$9.46M 0.03%
56,407
+14,477
+35% +$2.47M
SAN icon
304
Banco Santander
SAN
$202B
$9.38M 0.03%
5,292,294
+3,450,390
+187% +$7.41M
C icon
305
Citigroup
C
$222B
$9.34M 0.03%
211,963
-1,384,785
-87% -$69M
LYG icon
306
Lloyds Banking Group
LYG
$89.5B
$9.17M 0.03%
7,050,473
+4,651,475
+194% +$6.52M
VEU icon
307
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$9.09M 0.03%
182,178
+71,956
+65% +$3.65M
FMX icon
308
Fomento Económico Mexicano
FMX
$43.6B
$9.04M 0.03%
160,840
+94,888
+144% +$5.54M
VIG icon
309
Vanguard Dividend Appreciation ETF
VIG
$111B
$8.94M 0.03%
69,464
+25,377
+58% +$3.19M
MIC
310
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
$8.88M 0.03%
330,272
+49,312
+18% +$1.43M
AVGO icon
311
Broadcom
AVGO
$1.85T
$8.86M 0.03%
244,060
+27,910
+13% +$935K
PM icon
312
Philip Morris
PM
$297B
$8.71M 0.03%
119,071
+73,428
+161% +$5.66M
UHS icon
313
Universal Health Services
UHS
$10.2B
$8.65M 0.03%
80,803
-38,614
-32% -$4.13M
RDS.B
314
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$8.56M 0.03%
353,569
+163,018
+86% +$4.67M
ASH icon
315
Ashland
ASH
$3.33B
$8.43M 0.03%
118,837
+1,159
+1% +$85.9K
KMB icon
316
Kimberly-Clark
KMB
$36.3B
$8.23M 0.03%
55,771
+15,224
+38% +$2.29M
ZWS icon
317
Zurn Elkay Water Solutions
ZWS
$8.38B
$8.22M 0.03%
571,662
-20,752
-4% -$296K
MRSH
318
Marsh
MRSH
$90.5B
$8.18M 0.03%
71,316
+37,557
+111% +$4.3M
ES icon
319
Eversource Energy
ES
$26.9B
$7.96M 0.02%
95,275
-41,937
-31% -$3.59M
IYW icon
320
iShares US Technology ETF
IYW
$23.6B
$7.9M 0.02%
104,952
-964
-0.9% -$70.4K
XLK icon
321
State Street Technology Select Sector SPDR ETF
XLK
$115B
$7.88M 0.02%
135,014
+49,112
+57% +$2.77M
SCHD icon
322
Schwab US Dividend Equity ETF
SCHD
$103B
$7.87M 0.02%
427,128
+371,391
+666% +$6.83M
ACEL icon
323
Accel Entertainment
ACEL
$978M
$7.87M 0.02%
+734,992
New +$7.85M
SU icon
324
Suncor Energy
SU
$79.4B
$7.8M 0.02%
638,101
+377,784
+145% +$5.91M
NSC icon
325
Norfolk Southern
NSC
$75.4B
$7.67M 0.02%
35,824
+2,717
+8% +$546K
11 12
13
14 15

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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.