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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
DLR icon
826
Digital Realty Trust
DLR
$70.4B
$229K ﹤0.01%
+1,562
New +$234K
MU icon
827
Micron Technology
MU
$945B
$227K ﹤0.01%
+4,827
New +$234K
ICSH icon
828
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.07B
$219K ﹤0.01%
+4,325
New +$219K
BSTC
829
DELISTED
BioSpecifics Technologies Corp.
BSTC
$219K ﹤0.01%
+4,141
New +$256K
MSI icon
830
Motorola Solutions
MSI
$72.4B
$214K ﹤0.01%
+1,363
New +$199K
NVO
831
Novo Nordisk
NVO
$208B
$214K ﹤0.01%
+6,178
New +$206K
BE icon
832
Bloom Energy
BE
$62.4B
$212K ﹤0.01%
+11,780
New +$176K
IYY icon
833
iShares Dow Jones US ETF
IYY
$2.95B
$211K ﹤0.01%
+2,530
New +$208K
HSKA
834
DELISTED
Heska Corp
HSKA
$210K ﹤0.01%
+2,127
New +$210K
ACWX icon
835
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$209K ﹤0.01%
+4,825
New +$222K
IGIB icon
836
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.4B
$209K ﹤0.01%
+3,450
New +$210K
MORN icon
837
Morningstar
MORN
$7.18B
$209K ﹤0.01%
+1,304
New +$206K
SPEM icon
838
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$207K ﹤0.01%
+5,655
New +$206K
SIGA icon
839
SIGA Technologies
SIGA
$230M
$206K ﹤0.01%
+30,000
New +$204K
GRWG icon
840
GrowGeneration
GRWG
$87.1M
$205K ﹤0.01%
+30,000
New +$357K
LYFT icon
841
Lyft
LYFT
$5.89B
$205K ﹤0.01%
+7,443
New +$221K
DDOG icon
842
Datadog
DDOG
$96.5B
$204K ﹤0.01%
+1,995
New +$174K
CWB icon
843
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
$203K ﹤0.01%
+3,355
New +$223K
TFLO icon
844
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$202K ﹤0.01%
+4,025
New +$202K
CHDN icon
845
Churchill Downs
CHDN
$5.92B
$201K ﹤0.01%
+2,460
New +$191K
CNX icon
846
CNX Resources
CNX
$4.94B
$197K ﹤0.01%
+20,884
New +$213K
VOD icon
847
Vodafone
VOD
$36.5B
$166K ﹤0.01%
+12,364
New +$187K
TRC icon
848
Tejon Ranch
TRC
$458M
$149K ﹤0.01%
+10,504
New +$152K
LMRK
849
DELISTED
Landmark Infrastructure Partners LP Common Units
LMRK
$149K ﹤0.01%
+15,060
New +$149K
EGIO
850
DELISTED
Edgio, Inc. Common Stock
EGIO
$147K ﹤0.01%
+500
New +$125K
32 33
34
35 36

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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.