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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
TSN icon
576
Tyson Foods
TSN
$20.4B
$898K ﹤0.01%
15,045
+405
+3% +$25K
NHI icon
577
National Health Investors
NHI
$3.72B
$894K ﹤0.01%
14,825
+1,505
+11% +$92.9K
CHRW icon
578
C.H. Robinson
CHRW
$17.4B
$884K ﹤0.01%
+11,178
New +$1.05M
DGX icon
579
Quest Diagnostics
DGX
$25.7B
$874K ﹤0.01%
+7,669
New +$906K
NTR icon
580
Nutrien
NTR
$33.2B
$874K ﹤0.01%
22,245
+6,388
+40% +$233K
GM icon
581
General Motors
GM
$80.4B
$873K ﹤0.01%
34,510
-12,711
-27% -$357K
ZM icon
582
Zoom
ZM
$28.2B
$872K ﹤0.01%
+1,855
New +$593K
MET icon
583
MetLife
MET
$61.9B
$867K ﹤0.01%
23,319
+898
+4% +$34.1K
PEJ icon
584
Invesco Leisure and Entertainment ETF
PEJ
$259M
$867K ﹤0.01%
+29,755
New +$939K
TMFC icon
585
Motley Fool 100 Index ETF
TMFC
$2.05B
$864K ﹤0.01%
27,100
– –
FBRX icon
586
Forte Biosciences
FBRX
$1.57B
$857K ﹤0.01%
707
– –
EG icon
587
Everest Group
EG
$14.5B
$855K ﹤0.01%
+4,151
New +$889K
LEN icon
588
Lennar Class A
LEN
$19.8B
$854K ﹤0.01%
10,807
+234
+2% +$16.6K
BALL icon
589
Ball Corp
BALL
$17.3B
$844K ﹤0.01%
10,156
-4,398
-30% -$338K
GDDY icon
590
GoDaddy
GDDY
$11B
$834K ﹤0.01%
+10,980
New +$828K
DTE icon
591
DTE Energy
DTE
$29.5B
$831K ﹤0.01%
+8,489
New +$829K
DOCU
592
DocuSign
DOCU
$10.5B
$828K ﹤0.01%
+3,846
New +$798K
XLY icon
593
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$825K ﹤0.01%
+11,228
New +$795K
PFPT
594
DELISTED
Proofpoint, Inc.
PFPT
$824K ﹤0.01%
+7,807
New +$870K
BIDU icon
595
Baidu
BIDU
$37.7B
$816K ﹤0.01%
+6,444
New +$798K
CTRA
596
DELISTED
Coterra Energy
CTRA
$816K ﹤0.01%
+47,481
New +$888K
RSP icon
597
Invesco S&P 500 Equal Weight ETF
RSP
$97B
$815K ﹤0.01%
+7,543
New +$814K
SIRI icon
598
SiriusXM
SIRI
$9.97B
$813K ﹤0.01%
15,180
-4,529
-23% -$260K
UNVR
599
DELISTED
Univar Solutions Inc.
UNVR
$802K ﹤0.01%
47,533
+2,606
+6% +$46.1K
KIQ
600
DELISTED
Kelso Technologies Inc.
KIQ
$794K ﹤0.01%
+1,450,764
New +$904K
22 23
24
25 26

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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 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.