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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
WOLF icon
626
Wolfspeed
WOLF
$1.23B
$701K ﹤0.01%
+10,994
New +$712K
FC icon
627
Franklin Covey
FC
$242M
$700K ﹤0.01%
+28,588
New +$549K
LOPE icon
628
Grand Canyon Education
LOPE
$3.85B
$700K ﹤0.01%
+8,751
New +$792K
AEM icon
629
Agnico Eagle Mines
AEM
$73.6B
$697K ﹤0.01%
+8,750
New +$669K
VTR icon
630
Ventas
VTR
$48B
$682K ﹤0.01%
+18,614
New +$744K
DSGX icon
631
Descartes Systems
DSGX
$6.44B
$677K ﹤0.01%
11,870
-1,000
-8% -$55.3K
GSK icon
632
GSK
GSK
$104B
$676K ﹤0.01%
14,358
-15,936
-53% -$798K
AIZ icon
633
Assurant
AIZ
$13.8B
$670K ﹤0.01%
+6,486
New +$745K
DIA icon
634
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$668K ﹤0.01%
+2,408
New +$658K
ABMD
635
DELISTED
Abiomed Inc
ABMD
$668K ﹤0.01%
+2,410
New +$694K
AMTD
636
DELISTED
TD Ameritrade Holding Corp
AMTD
$667K ﹤0.01%
+17,032
New +$641K
SCHA icon
637
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$666K ﹤0.01%
+38,984
New +$671K
TKR icon
638
Timken Company
TKR
$9.56B
$665K ﹤0.01%
+12,259
New +$633K
O icon
639
Realty Income
O
$59.6B
$661K ﹤0.01%
+11,235
New +$664K
PHG icon
640
Philips
PHG
$25.7B
$657K ﹤0.01%
+17,294
New +$694K
FCPT icon
641
Four Corners Property Trust
FCPT
$2.81B
$656K ﹤0.01%
25,650
– –
RF icon
642
Regions Financial
RF
$26.4B
$652K ﹤0.01%
56,473
-833
-1% -$9.29K
MKL icon
643
Markel Group
MKL
$23.3B
$651K ﹤0.01%
+669
New +$680K
DSI icon
644
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$641K ﹤0.01%
+10,860
New +$686K
IGSB icon
645
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$638K ﹤0.01%
11,623
– –
PTON icon
646
Peloton Interactive
PTON
$2.77B
$636K ﹤0.01%
+8,116
New +$597K
WU icon
647
Western Union
WU
$1.99B
$636K ﹤0.01%
29,499
+19,000
+181% +$431K
TRTN
648
DELISTED
Triton International Limited
TRTN
$636K ﹤0.01%
15,598
+2,110
+16% +$72.2K
BECN
649
DELISTED
Beacon Roofing Supply, Inc.
BECN
$622K ﹤0.01%
20,027
+247
+1% +$7.45K
SJM icon
650
J.M. Smucker
SJM
$12.7B
$617K ﹤0.01%
5,834
-4,515
-44% -$503K
24 25
26
27 28

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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.