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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
CTVA icon
526
Corteva
CTVA
$52.6B
$1.22M ﹤0.01%
42,381
+11,662
+38% +$328K
LEG icon
527
Leggett & Platt
LEG
$1.34B
$1.2M ﹤0.01%
29,173
+10,819
+59% +$429K
TNL icon
528
Travel + Leisure Co
TNL
$4.66B
$1.18M ﹤0.01%
38,322
+4,824
+14% +$144K
AMTX icon
529
Aemetis
AMTX
$106M
$1.18M ﹤0.01%
+367,464
New +$675K
ALSN icon
530
Allison Transmission
ALSN
$9.5B
$1.17M ﹤0.01%
+33,417
New +$1.21M
XLV icon
531
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$1.17M ﹤0.01%
11,103
+326
+3% +$34.3K
XLP icon
532
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$1.17M ﹤0.01%
+18,222
New +$1.15M
STZ icon
533
Constellation Brands
STZ
$22.2B
$1.16M ﹤0.01%
+6,451
New +$1.18M
MDC
534
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.16M ﹤0.01%
26,684
-1,954
-7% -$77.9K
IRM icon
535
Iron Mountain
IRM
$36.4B
$1.16M ﹤0.01%
+44,069
New +$1.25M
FAS icon
536
Direxion Daily Financial Bull 3x ETF
FAS
$2.44B
$1.15M ﹤0.01%
+36,860
New +$1.31M
ONEM
537
DELISTED
1Life Healthcare
ONEM
$1.15M ﹤0.01%
+40,507
New +$1.28M
PPLI
538
People Inc
PPLI
$3.09B
$1.11M ﹤0.01%
+17,061
New +$1.17M
ORI icon
539
Old Republic International
ORI
$10.5B
$1.11M ﹤0.01%
75,091
+12,205
+19% +$195K
BF.A icon
540
Brown-Forman Class A
BF.A
$13.4B
$1.1M ﹤0.01%
16,034
-1,450
-8% -$94.6K
RPV icon
541
Invesco S&P 500 Pure Value ETF
RPV
$1.65B
$1.1M ﹤0.01%
22,413
-10,710
-32% -$534K
STT icon
542
State Street
STT
$50.6B
$1.09M ﹤0.01%
+18,447
New +$1.2M
PPL
543
PPL Corp
PPL
$26.5B
$1.09M ﹤0.01%
41,166
+11,245
+38% +$303K
EXPE icon
544
Expedia Group
EXPE
$35.4B
$1.08M ﹤0.01%
11,752
-4,242
-27% -$382K
LAMR icon
545
Lamar Advertising Co
LAMR
$16.2B
$1.07M ﹤0.01%
+16,167
New +$1.07M
STLD icon
546
Steel Dynamics
STLD
$36B
$1.06M ﹤0.01%
36,956
+6,011
+19% +$172K
JEF icon
547
Jefferies Financial Group
JEF
$12.6B
$1.06M ﹤0.01%
+61,352
New +$1M
CERN
548
DELISTED
Cerner Corp
CERN
$1.05M ﹤0.01%
14,523
-2,323
-14% -$165K
STAA icon
549
STAAR Surgical
STAA
$1.21B
$1.04M ﹤0.01%
+18,480
New +$995K
LKQ icon
550
LKQ Corp
LKQ
$5.72B
$1.04M ﹤0.01%
+39,582
New +$1.17M
20 21
22
23 24

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FAF
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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.