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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
EWG icon
776
iShares MSCI Germany ETF
EWG
$1.59B
$309K ﹤0.01%
10,608
– –
SCHV
777
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$307K ﹤0.01%
+17,664
New +$309K
WSC icon
778
WillScot Mobile Mini Holdings
WSC
$4.39B
$303K ﹤0.01%
+18,146
New +$290K
PACW
779
DELISTED
PacWest Bancorp
PACW
$300K ﹤0.01%
17,582
+2,352
+15% +$43.6K
IBDO
780
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$299K ﹤0.01%
+11,400
New +$299K
NUVA
781
DELISTED
NuVasive, Inc.
NUVA
$299K ﹤0.01%
+6,161
New +$332K
ITA icon
782
iShares US Aerospace & Defense ETF
ITA
$14.2B
$298K ﹤0.01%
+3,766
New +$309K
DOOR
783
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$298K ﹤0.01%
+3,030
New +$269K
SCHE icon
784
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$296K ﹤0.01%
+11,049
New +$295K
KYNB
785
Kyntra Bio
KYNB
$27.4M
$295K ﹤0.01%
+287
New +$309K
WDAY icon
786
Workday
WDAY
$39.4B
$294K ﹤0.01%
+1,367
New +$270K
IJJ icon
787
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.84B
$293K ﹤0.01%
+4,350
New +$301K
IBDN
788
DELISTED
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
$293K ﹤0.01%
+11,413
New +$293K
CALY
789
Callaway Golf Company
CALY
$3.33B
$287K ﹤0.01%
+15,000
New +$282K
LIVN icon
790
LivaNova
LIVN
$4.41B
$286K ﹤0.01%
+5,940
New +$287K
PLD icon
791
Prologis
PLD
$135B
$286K ﹤0.01%
+2,845
New +$285K
UYG icon
792
ProShares Ultra Financials
UYG
$829M
$278K ﹤0.01%
+9,000
New +$283K
BURL icon
793
Burlington
BURL
$23.3B
$277K ﹤0.01%
+1,346
New +$262K
KSS icon
794
Kohl's
KSS
$2.2B
$275K ﹤0.01%
+13,230
New +$280K
MOS icon
795
The Mosaic Company
MOS
$7.06B
$275K ﹤0.01%
+15,081
New +$245K
CSII
796
DELISTED
Cardiovascular Systems, Inc.
CSII
$275K ﹤0.01%
+7,000
New +$226K
BCE icon
797
BCE
BCE
$20B
$271K ﹤0.01%
+6,546
New +$277K
EPI icon
798
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$270K ﹤0.01%
11,425
-2,250
-16% -$51.1K
OLED icon
799
Universal Display
OLED
$3.66B
$269K ﹤0.01%
+1,490
New +$254K
CP icon
800
Canadian Pacific Kansas City
CP
$78.3B
$263K ﹤0.01%
+4,320
New +$247K
30 31
32
33 34

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CWM
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FAF
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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.