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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
GLO
801
Clough Global Opportunities Fund
GLO
$246M
$428K ﹤0.01%
38,500
– –
QQQX icon
802
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.42B
$425K ﹤0.01%
+16,332
New +$404K
CAPL icon
803
CrossAmerica Partners
CAPL
$839M
$421K ﹤0.01%
24,500
– –
SLAB icon
804
Silicon Laboratories
SLAB
$7.17B
$421K ﹤0.01%
3,305
-1,200
-27% -$135K
BOTZ icon
805
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.17B
$419K ﹤0.01%
+12,656
New +$387K
CIM
806
Chimera Investment
CIM
$1.07B
$418K ﹤0.01%
13,593
+3,333
+32% +$96.5K
EES icon
807
WisdomTree US SmallCap Earnings Fund
EES
$727M
$418K ﹤0.01%
10,740
– –
TPGY.WS
808
DELISTED
TPG Pace Beneficial Finance Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
TPGY.WS
$416K ﹤0.01%
+56,699
New +$321K
SWI
809
DELISTED
SolarWinds Corporation Common Stock
SWI
$415K ﹤0.01%
+26,331
New +$577K
VTA
810
DELISTED
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
$413K ﹤0.01%
38,417
– –
CDC icon
811
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$755M
$410K ﹤0.01%
+7,620
New +$390K
VEGI icon
812
iShares MSCI Agriculture Producers ETF
VEGI
$154M
$407K ﹤0.01%
11,930
– –
ETJ
813
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$559M
$404K ﹤0.01%
+39,000
New +$391K
VRT icon
814
Vertiv
VRT
$91.6B
$403K ﹤0.01%
+21,590
New +$397K
GWPH
815
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
$403K ﹤0.01%
+3,488
New +$391K
KPLT icon
816
Katapult Holdings
KPLT
$32.7M
$400K ﹤0.01%
+1,280
New +$337K
VERX icon
817
Vertex
VERX
$2.18B
$397K ﹤0.01%
+11,385
New +$310K
GMED icon
818
Globus Medical
GMED
$10.9B
$395K ﹤0.01%
6,050
-2,673
-31% -$154K
UDR icon
819
UDR
UDR
$12.6B
$395K ﹤0.01%
+10,297
New +$376K
EWC icon
820
iShares MSCI Canada ETF
EWC
$6.13B
$394K ﹤0.01%
12,775
+1,275
+11% +$37.4K
FTEC icon
821
Fidelity MSCI Information Technology Index ETF
FTEC
$19.2B
$391K ﹤0.01%
3,741
-676
-15% -$65.7K
AMTX icon
822
Aemetis
AMTX
$104M
$390K ﹤0.01%
156,667
-210,797
-57% -$640K
BBY icon
823
Best Buy
BBY
$18.9B
$389K ﹤0.01%
+3,900
New +$436K
BEN icon
824
Franklin Resources
BEN
$17B
$387K ﹤0.01%
15,477
-899
-5% -$20.1K
EXEL icon
825
Exelixis
EXEL
$14B
$385K ﹤0.01%
19,154
– –
31 32
33
34 35

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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 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.