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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
SVC
376
Service Properties Trust
SVC
$1.09B
$5.55M 0.01%
+96,610
New +$4.91M
BMRN icon
377
BioMarin Pharmaceuticals
BMRN
$12B
$5.46M 0.01%
62,298
+17,798
+40% +$1.41M
GBT
378
DELISTED
Global Blood Therapeutics, Inc.
GBT
$5.41M 0.01%
124,895
-53,369
-30% -$2.63M
XYL icon
379
Xylem
XYL
$29.2B
$5.29M 0.01%
51,992
+16,723
+47% +$1.57M
UNF icon
380
Unifirst Corp
UNF
$5.43B
$5.17M 0.01%
24,446
– –
EVA
381
DELISTED
Enviva Inc.
EVA
$5.14M 0.01%
113,100
-17,000
-13% -$742K
GPC icon
382
Genuine Parts
GPC
$17.9B
$5.13M 0.01%
51,099
+79
+0.2% +$7.73K
MTCH icon
383
Match Group
MTCH
$9.16B
$5.03M 0.01%
33,248
+11,247
+51% +$1.49M
PAGP icon
384
Plains GP Holdings
PAGP
$5.2B
$4.98M 0.01%
589,479
-1,154,365
-66% -$8.96M
GL icon
385
Globe Life
GL
$13.9B
$4.85M 0.01%
51,049
+877
+2% +$78.1K
VOT icon
386
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$4.83M 0.01%
22,785
+1,001
+5% +$197K
PBFX
387
DELISTED
PBF LOGISTICS LP
PBFX
$4.82M 0.01%
526,289
-302,579
-37% -$2.68M
VNQ icon
388
Vanguard Real Estate ETF
VNQ
$40B
$4.8M 0.01%
56,469
-12,038
-18% -$998K
CSX icon
389
CSX Corp
CSX
$94.2B
$4.76M 0.01%
157,452
+24,321
+18% +$699K
WBA
390
DELISTED
Walgreens Boots Alliance
WBA
$4.73M 0.01%
118,619
-22,109
-16% -$856K
PRF icon
391
Invesco FTSE RAFI US 1000 ETF
PRF
$9.82B
$4.61M 0.01%
173,010
+925
+0.5% +$23K
PGX icon
392
Invesco Preferred ETF
PGX
$3.81B
$4.57M 0.01%
299,672
+66,347
+28% +$995K
RSG icon
393
Republic Services
RSG
$66.6B
$4.55M 0.01%
47,309
+15,328
+48% +$1.46M
ULTA icon
394
Ulta Beauty
ULTA
$21.6B
$4.39M 0.01%
15,281
+114
+0.8% +$28.8K
GILD icon
395
Gilead Sciences
GILD
$167B
$4.38M 0.01%
75,080
-196,114
-72% -$11.8M
APD icon
396
Air Products & Chemicals
APD
$65.2B
$4.34M 0.01%
15,899
+348
+2% +$98K
AROC icon
397
Archrock
AROC
$6.19B
$4.33M 0.01%
500,000
-1,752,257
-78% -$12.8M
VYM icon
398
Vanguard High Dividend Yield ETF
VYM
$81.9B
$4.3M 0.01%
46,946
-206
-0.4% -$17.9K
SYY icon
399
Sysco
SYY
$40.8B
$4.29M 0.01%
57,770
-24,181
-30% -$1.66M
CM icon
400
Canadian Imperial Bank of Commerce
CM
$109B
$4.29M 0.01%
100,322
+6,556
+7% +$267K
14 15
16
17 18

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.