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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
+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
DXCM icon
726
DexCom
DXCM
$29.2B
$649K ﹤0.01%
7,024
-88
-1% -$7.86K
GSK icon
727
GSK
GSK
$106B
$649K ﹤0.01%
14,102
-256
-2% -$11.8K
GNR icon
728
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.74B
$648K ﹤0.01%
+14,470
New +$597K
SLF icon
729
Sun Life Financial
SLF
$45.7B
$644K ﹤0.01%
14,481
– –
FBRX icon
730
Forte Biosciences
FBRX
$1.57B
$643K ﹤0.01%
707
– –
ATR icon
731
AptarGroup
ATR
$8.65B
$634K ﹤0.01%
4,629
– –
GSY icon
732
Invesco Ultra Short Duration ETF
GSY
$3.86B
$630K ﹤0.01%
12,450
+250
+2% +$12.6K
FWRD icon
733
Forward Air
FWRD
$458M
$629K ﹤0.01%
8,189
-1,047
-11% -$72.6K
ANET icon
734
Arista Networks
ANET
$202B
$626K ﹤0.01%
34,448
-160
-0.5% -$2.54K
QLD icon
735
ProShares Ultra QQQ
QLD
$12B
$614K ﹤0.01%
21,336
– –
MPC icon
736
Marathon Petroleum
MPC
$90.5B
$612K ﹤0.01%
14,782
-114
-0.8% -$4.09K
ZEN
737
DELISTED
ZENDESK INC
ZEN
$609K ﹤0.01%
4,255
-926
-18% -$115K
WU icon
738
Western Union
WU
$2.54B
$603K ﹤0.01%
27,499
-2,000
-7% -$43.4K
CGC
739
Canopy Growth
CGC
$371M
$600K ﹤0.01%
+2,435
New +$555K
BOAC.U
740
DELISTED
Bluescape Opportunities Acquisition Corp. Units, each consisting of one Class A ordinary share, and one-half of one redeemable warrant
BOAC.U
$600K ﹤0.01%
+53,799
New +$566K
CHNG
741
DELISTED
Change Healthcare Inc. Common Stock
CHNG
$598K ﹤0.01%
+32,058
New +$527K
IEFA icon
742
iShares Core MSCI EAFE ETF
IEFA
$187B
$597K ﹤0.01%
8,648
+1,475
+21% +$95.4K
EMN icon
743
Eastman Chemical
EMN
$7.67B
$595K ﹤0.01%
5,936
+33
+0.6% +$3.06K
DLN icon
744
WisdomTree US LargeCap Dividend Fund
DLN
$6.25B
$587K ﹤0.01%
+10,922
New +$559K
CBRE icon
745
CBRE Group
CBRE
$43.7B
$586K ﹤0.01%
+9,345
New +$528K
ADPT icon
746
Adaptive Biotechnologies
ADPT
$3.53B
$582K ﹤0.01%
9,850
– –
HACK icon
747
Amplify Cybersecurity ETF
HACK
$2.62B
$581K ﹤0.01%
10,093
+1
+0% +$50
VSS icon
748
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.1B
$576K ﹤0.01%
4,725
-209
-4% -$23.6K
SKYY icon
749
First Trust Cloud Computing ETF
SKYY
$2.86B
$573K ﹤0.01%
6,032
+200
+3% +$17.3K
IEMG icon
750
iShares Core MSCI Emerging Markets ETF
IEMG
$145B
$570K ﹤0.01%
9,188
-15,798
-63% -$911K
28 29
30
31 32

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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 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.