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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
HIG icon
876
Hartford Financial Services
HIG
$39.3B
$287K ﹤0.01%
5,850
-9,654
-62% -$416K
NET icon
877
Cloudflare
NET
$93.7B
$287K ﹤0.01%
+3,771
New +$247K
NTRA icon
878
Natera
NTRA
$36.1B
$284K ﹤0.01%
+2,850
New +$238K
PENN icon
879
PENN Entertainment
PENN
$2.82B
$282K ﹤0.01%
3,263
-9,083
-74% -$648K
DHI icon
880
D.R. Horton
DHI
$42.3B
$279K ﹤0.01%
4,042
-359,717
-99% -$26.2M
DKNG icon
881
DraftKings
DKNG
$12.2B
$279K ﹤0.01%
+6,000
New +$286K
SPHQ icon
882
Invesco S&P 500 Quality ETF
SPHQ
$19.3B
$277K ﹤0.01%
6,589
– –
LUNG icon
883
Pulmonx
LUNG
$52.8M
$276K ﹤0.01%
+4,000
New +$196K
PARA
884
DELISTED
Paramount Global Class B
PARA
$276K ﹤0.01%
+7,397
New +$237K
BCE icon
885
BCE
BCE
$20.3B
$274K ﹤0.01%
6,399
-147
-2% -$6.29K
KOSS icon
886
Koss Corp
KOSS
$35.2M
$274K ﹤0.01%
79,661
– –
SWK icon
887
Stanley Black & Decker
SWK
$14.6B
$271K ﹤0.01%
1,517
+56
+4% +$9.93K
ACP
888
abrdn Income Credit Strategies Fund
ACP
$631M
$269K ﹤0.01%
25,402
– –
MGEE icon
889
MGE Energy Inc
MGEE
$3.09B
$269K ﹤0.01%
3,843
-130
-3% -$8.97K
GLV
890
Clough Global Dividend & Income Fund
GLV
$77.6M
$268K ﹤0.01%
25,900
– –
SUI icon
891
Sun Communities
SUI
$15.3B
$268K ﹤0.01%
1,762
– –
KYNB
892
Kyntra Bio
KYNB
$28.2M
$266K ﹤0.01%
287
– –
MRNA icon
893
Moderna
MRNA
$22.1B
$265K ﹤0.01%
+2,538
New +$257K
NUVA
894
DELISTED
NuVasive, Inc.
NUVA
$263K ﹤0.01%
4,670
-1,491
-24% -$73.3K
AAL icon
895
American Airlines Group
AAL
$10.2B
$261K ﹤0.01%
16,535
+5,400
+48% +$74.8K
VOE icon
896
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$260K ﹤0.01%
+2,188
New +$245K
CWB icon
897
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.52B
$258K ﹤0.01%
3,111
-244
-7% -$18.4K
CHDN icon
898
Churchill Downs
CHDN
$6.22B
$256K ﹤0.01%
2,632
+172
+7% +$15.6K
CWI icon
899
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.73B
$255K ﹤0.01%
9,237
-292
-3% -$7.57K
EXG icon
900
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.93B
$255K ﹤0.01%
+29,078
New +$235K
34 35
36
37 38

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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.