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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
SHY icon
476
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$2.41M 0.01%
27,901
+1,630
+6% +$141K
CNC icon
477
Centene
CNC
$30.5B
$2.4M 0.01%
39,946
-354,669
-90% -$22.5M
NEO icon
478
NeoGenomics
NEO
$1.96B
$2.39M 0.01%
44,436
-2,585
-5% -$117K
TT icon
479
Trane Technologies
TT
$98.8B
$2.39M 0.01%
16,439
-1,013
-6% -$140K
PLTR icon
480
Palantir
PLTR
$295B
$2.34M 0.01%
+99,537
New +$1.78M
OVV icon
481
Ovintiv
OVV
$17B
$2.32M 0.01%
161,455
-44,007
-21% -$515K
PSX icon
482
Phillips 66
PSX
$82.9B
$2.3M 0.01%
32,908
-2,184
-6% -$128K
COR icon
483
Cencora
COR
$62B
$2.3M 0.01%
23,485
+719
+3% +$71.9K
LEG icon
484
Leggett & Platt
LEG
$1.4B
$2.28M 0.01%
51,426
+22,253
+76% +$954K
POST icon
485
Post Holdings
POST
$4.42B
$2.27M 0.01%
34,362
+10,675
+45% +$659K
OMC icon
486
Omnicom Group
OMC
$22.7B
$2.27M 0.01%
36,368
-12,781
-26% -$731K
PPG icon
487
PPG Industries
PPG
$24.9B
$2.25M 0.01%
15,588
-32
-0.2% -$4.46K
CRWD icon
488
CrowdStrike
CRWD
$183B
$2.25M 0.01%
+42,436
New +$1.65M
GD icon
489
General Dynamics
GD
$103B
$2.25M 0.01%
15,085
-417
-3% -$61K
FAS icon
490
Direxion Daily Financial Bull 3x ETF
FAS
$2.4B
$2.24M 0.01%
36,860
– –
IQV icon
491
IQVIA
IQV
$40.7B
$2.23M 0.01%
12,468
-13,346
-52% -$2.25M
DD icon
492
DuPont de Nemours
DD
$18.6B
$2.18M 0.01%
24,428
+634
+3% +$49.8K
MIR icon
493
Mirion Technologies
MIR
$3.63B
$2.18M 0.01%
+200,000
New +$2.07M
SLV icon
494
iShares Silver Trust
SLV
$27.7B
$2.18M 0.01%
88,597
+54,162
+157% +$1.23M
RNG icon
495
RingCentral
RNG
$4.83B
$2.17M 0.01%
5,713
+174
+3% +$54.1K
SPRQ.U
496
DELISTED
Spartan Acquisition Corp. II Units, each consisting of one share of Class A common stock, and one-ha
SPRQ.U
$2.16M 0.01%
+200,000
New +$2.11M
IFF icon
497
International Flavors & Fragrances
IFF
$20.3B
$2.15M 0.01%
19,796
-2,081
-10% -$234K
SNY icon
498
Sanofi
SNY
$107B
$2.15M 0.01%
44,227
+2,726
+7% +$134K
ATIP
499
DELISTED
ATI Physical Therapy, Inc.
ATIP
$2.15M 0.01%
+4,000
New +$2.02M
VV icon
500
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$2.13M 0.01%
12,103
-18,696
-61% -$3.11M
18 19
20
21 22

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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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PPFA
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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.