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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
NVS icon
176
Novartis
NVS
$297B
$32.9M 0.09%
348,337
+62,502
+22% +$5.46M
MSCI icon
177
MSCI
MSCI
$41.5B
$32.8M 0.09%
73,344
-2,065
-3% -$810K
GVI icon
178
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$31.1M 0.08%
264,422
+7,947
+3% +$933K
AMP icon
179
Ameriprise Financial
AMP
$47.6B
$30.9M 0.08%
159,107
-2,911
-2% -$521K
FDX icon
180
FedEx
FDX
$73.5B
$30.9M 0.08%
118,938
-6,629
-5% -$1.84M
EXAS
181
DELISTED
Exact Sciences
EXAS
$30.1M 0.08%
227,556
-4,324
-2% -$523K
TSLA icon
182
Tesla
TSLA
$1.22T
$29.9M 0.08%
127,146
+13,662
+12% +$2.33M
BMY icon
183
Bristol-Myers Squibb
BMY
$128B
$29.9M 0.08%
481,497
+62,415
+15% +$3.84M
INTC icon
184
Intel
INTC
$462B
$29.6M 0.08%
594,631
+62,215
+12% +$3.04M
RMD icon
185
ResMed
RMD
$29.5B
$29.6M 0.08%
139,134
-2,443
-2% -$487K
KEYS icon
186
Keysight
KEYS
$53.6B
$28.8M 0.08%
217,844
-3,943
-2% -$454K
SNPS icon
187
Synopsys
SNPS
$74.5B
$28.5M 0.08%
109,871
-1,038
-0.9% -$239K
DLTR icon
188
Dollar Tree
DLTR
$24.1B
$27.8M 0.07%
257,265
-4,748
-2% -$477K
G icon
189
Genpact
G
$5.45B
$27.7M 0.07%
668,585
-14,956
-2% -$591K
ORLY icon
190
O'Reilly Automotive
ORLY
$75.1B
$27.5M 0.07%
910,875
-5,580
-0.6% -$168K
EHC icon
191
Encompass Health
EHC
$11.3B
$27.4M 0.07%
415,902
-8,136
-2% -$479K
ALC icon
192
Alcon
ALC
$32.8B
$27.3M 0.07%
413,515
+77,628
+23% +$4.86M
BHP icon
193
BHP
BHP
$213B
$26.2M 0.07%
450,327
+39,420
+10% +$1.98M
BEP icon
194
Brookfield Renewable
BEP
$9.74B
$26.1M 0.07%
605,002
-3,776
-0.6% -$145K
CL icon
195
Colgate-Palmolive
CL
$73.6B
$25.9M 0.07%
303,373
+7,630
+3% +$631K
CB icon
196
Chubb
CB
$139B
$25.9M 0.07%
168,024
+12,297
+8% +$1.72M
IWD icon
197
iShares Russell 1000 Value ETF
IWD
$81.5B
$25.5M 0.07%
186,612
-1,553
-0.8% -$199K
RBA icon
198
RB Global
RBA
$21.7B
$25.5M 0.07%
366,720
-32,073
-8% -$2.12M
KSU
199
DELISTED
Kansas City Southern
KSU
$25.1M 0.07%
123,150
-4,899
-4% -$920K
IJH icon
200
iShares Core S&P Mid-Cap ETF
IJH
$123B
$25.1M 0.07%
546,540
+24,850
+5% +$1.05M
6 7
8
9 10

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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.