We are live on ! Find out more
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
EL icon
526
Estee Lauder
EL
$30.4B
$1.83M ﹤0.01%
6,891
+2,314
+51% +$557K
RDS.A
527
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.83M ﹤0.01%
52,107
-8,411
-14% -$263K
DOV icon
528
Dover
DOV
$26.7B
$1.83M ﹤0.01%
14,467
+10,304
+248% +$1.22M
ALB icon
529
Albemarle
ALB
$13.4B
$1.82M ﹤0.01%
12,336
+1,605
+15% +$191K
XLF icon
530
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$1.82M ﹤0.01%
61,651
-453
-0.7% -$12.1K
BSV icon
531
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.78M ﹤0.01%
21,438
+3,964
+23% +$328K
ONEM
532
DELISTED
1Life Healthcare
ONEM
$1.77M ﹤0.01%
40,507
– –
MET icon
533
MetLife
MET
$62.4B
$1.74M ﹤0.01%
37,088
+13,769
+59% +$597K
IPG
534
DELISTED
Interpublic Group of Companies
IPG
$1.74M ﹤0.01%
73,723
-1,780
-2% -$37.3K
KMX icon
535
CarMax
KMX
$8.39B
$1.73M ﹤0.01%
+18,308
New +$1.72M
VEEV icon
536
Veeva Systems
VEEV
$33.8B
$1.71M ﹤0.01%
6,280
+101
+2% +$28.3K
PACE.U
537
DELISTED
TPG Pace Tech Opportunities Corp. Units, each consisting of one Class A ordinary share and one-fifth
PACE.U
$1.7M ﹤0.01%
+150,000
New +$1.58M
RWR icon
538
State Street SPDR Dow Jones REIT ETF
RWR
$1.9B
$1.68M ﹤0.01%
19,427
-962
-5% -$80.4K
FRC
539
DELISTED
First Republic Bank
FRC
$1.68M ﹤0.01%
11,430
-112
-1% -$14.6K
LAZR
540
DELISTED
Luminar Technologies
LAZR
$1.67M ﹤0.01%
+3,278
New +$870K
VT icon
541
Vanguard Total World Stock ETF
VT
$75.3B
$1.67M ﹤0.01%
18,008
-9,065
-33% -$786K
TEL icon
542
TE Connectivity
TEL
$60B
$1.67M ﹤0.01%
13,752
-1,224
-8% -$135K
TNL icon
543
Travel + Leisure Co
TNL
$4.76B
$1.66M ﹤0.01%
36,972
-1,350
-4% -$53K
RHI icon
544
Robert Half
RHI
$4.11B
$1.65M ﹤0.01%
26,325
-3,241
-11% -$193K
PRU icon
545
Prudential Financial
PRU
$42.6B
$1.63M ﹤0.01%
20,869
-418
-2% -$30.2K
K
546
DELISTED
Kellanova
K
$1.62M ﹤0.01%
27,789
+1,979
+8% +$119K
NGA
547
DELISTED
Northern Genesis Acquisition Corp.
NGA
$1.6M ﹤0.01%
+90,000
New +$1.1M
BNY
548
Bank of New York Mellon
BNY
$103B
$1.59M ﹤0.01%
37,527
+15,168
+68% +$582K
WPM icon
549
Wheaton Precious Metals
WPM
$49.7B
$1.58M ﹤0.01%
37,865
+965
+3% +$43.1K
ARCC icon
550
Ares Capital
ARCC
$13.4B
$1.56M ﹤0.01%
92,318
+3,472
+4% +$53.8K
20 21
22
23 24

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.