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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
SCHX icon
551
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.01M ﹤0.01%
+75,510
New +$1M
HYS icon
552
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
$1.01M ﹤0.01%
10,766
-49,131
-82% -$4.6M
BSX icon
553
Boston Scientific
BSX
$69.5B
$1M ﹤0.01%
26,291
+5,813
+28% +$224K
EL icon
554
Estee Lauder
EL
$30.4B
$999K ﹤0.01%
+4,577
New +$942K
MGP
555
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
$986K ﹤0.01%
35,247
+8,000
+29% +$222K
HASI icon
556
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.84B
$971K ﹤0.01%
22,953
-5,947
-21% -$222K
PH icon
557
Parker-Hannifin
PH
$123B
$962K ﹤0.01%
+4,753
New +$935K
BRK.A icon
558
Berkshire Hathaway Class A
BRK.A
$1.1T
$960K ﹤0.01%
+3
New +$921K
ALB icon
559
Albemarle
ALB
$13.9B
$958K ﹤0.01%
10,731
– –
WRB icon
560
W.R. Berkley
WRB
$26.9B
$958K ﹤0.01%
35,282
-435
-1% -$11.9K
BP icon
561
BP
BP
$116B
$956K ﹤0.01%
54,768
+9,511
+21% +$206K
GLDM icon
562
SPDR Gold MiniShares Trust
GLDM
$27.5B
$955K ﹤0.01%
25,400
+15,900
+167% +$606K
VAC icon
563
Marriott Vacations Worldwide
VAC
$3.35B
$952K ﹤0.01%
+10,475
New +$951K
SCI icon
564
Service Corp International
SCI
$11.8B
$946K ﹤0.01%
22,417
+5,091
+29% +$217K
UN
565
DELISTED
Unilever NV New York Registry Shares
UN
$939K ﹤0.01%
15,543
-5,094
-25% -$295K
QYLD icon
566
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.11B
$935K ﹤0.01%
+43,366
New +$936K
EOG icon
567
EOG Resources
EOG
$79.2B
$925K ﹤0.01%
25,761
-18,872
-42% -$847K
VXUS icon
568
Vanguard Total International Stock ETF
VXUS
$155B
$920K ﹤0.01%
+17,637
New +$925K
WDC icon
569
Western Digital
WDC
$188B
$917K ﹤0.01%
33,168
-6,216
-16% -$185K
PLNT icon
570
Planet Fitness
PLNT
$4.42B
$914K ﹤0.01%
+14,837
New +$853K
USMV icon
571
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$909K ﹤0.01%
+14,263
New +$905K
KR icon
572
Kroger
KR
$35.4B
$903K ﹤0.01%
26,668
-193
-0.7% -$6.67K
AXSM icon
573
Axsome Therapeutics
AXSM
$11.2B
$902K ﹤0.01%
+12,666
New +$987K
ONB icon
574
Old National Bancorp
ONB
$10.2B
$902K ﹤0.01%
71,877
+461
+0.6% +$6.33K
PENN icon
575
PENN Entertainment
PENN
$2.75B
$898K ﹤0.01%
+12,346
New +$606K
21 22
23
24 25

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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 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.