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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
WTFC icon
801
Wintrust Financial
WTFC
$10.8B
$262K ﹤0.01%
+6,550
New +$280K
HBI
802
DELISTED
Hanesbrands
HBI
$261K ﹤0.01%
+16,530
New +$243K
HESM icon
803
Hess Midstream
HESM
$5.2B
$257K ﹤0.01%
+17,000
New +$296K
HEFA icon
804
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$256K ﹤0.01%
+9,278
New +$257K
SPHQ icon
805
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$255K ﹤0.01%
+6,589
New +$249K
MXIM
806
DELISTED
Maxim Integrated Products
MXIM
$254K ﹤0.01%
+3,762
New +$255K
CIM
807
Chimera Investment
CIM
$1.03B
$252K ﹤0.01%
10,260
-217
-2% -$5.78K
GRMN
808
Garmin
GRMN
$56.6B
$252K ﹤0.01%
+2,653
New +$265K
TRMB icon
809
Trimble
TRMB
$13.1B
$251K ﹤0.01%
+5,144
New +$246K
ACP
810
abrdn Income Credit Strategies Fund
ACP
$634M
$250K ﹤0.01%
25,402
– –
DON icon
811
WisdomTree US MidCap Dividend Fund
DON
$4.02B
$249K ﹤0.01%
+8,620
New +$254K
MGEE icon
812
MGE Energy Inc
MGEE
$2.99B
$249K ﹤0.01%
+3,973
New +$257K
XYZ
813
Block Inc
XYZ
$48B
$249K ﹤0.01%
+2,375
New +$335K
MNR
814
DELISTED
Monmouth Real Estate Investment Corp
MNR
$249K ﹤0.01%
18,000
-15,395
-46% -$219K
SUI icon
815
Sun Communities
SUI
$15.2B
$248K ﹤0.01%
+1,762
New +$253K
PHM icon
816
Pultegroup
PHM
$24.2B
$246K ﹤0.01%
+5,320
New +$228K
JBTM
817
JBT Marel
JBTM
$7.23B
$242K ﹤0.01%
+2,633
New +$252K
FNV icon
818
Franco-Nevada
FNV
$41.3B
$240K ﹤0.01%
+1,720
New +$256K
GLV
819
Clough Global Dividend & Income Fund
GLV
$77.9M
$239K ﹤0.01%
25,900
– –
FAF icon
820
First American
FAF
$7.65B
$238K ﹤0.01%
+4,671
New +$242K
TRUP icon
821
Trupanion
TRUP
$1.05B
$238K ﹤0.01%
+3,017
New +$181K
SWK icon
822
Stanley Black & Decker
SWK
$14.2B
$237K ﹤0.01%
+1,461
New +$227K
BMO icon
823
Bank of Montreal
BMO
$126B
$233K ﹤0.01%
+4,397
New +$255K
CEF icon
824
Sprott Physical Gold and Silver Trust
CEF
$7.4B
$232K ﹤0.01%
+12,650
New +$243K
CWI icon
825
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.78B
$229K ﹤0.01%
+9,529
New +$230K
31 32
33
34 35

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.