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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
+2.73%
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
$21.9B
AUM Growth
+$6.01B
Cap. Flow
+$5.68B
Cap. Flow %
25.88%
Top 10 Hldgs %
18.88%
Holding
953
New
357
Increased
358
Reduced
154
Closed
30

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$202M
2
MA icon
Mastercard
MA
+$176M
3
META icon
Meta Platforms (Facebook)
META
+$174M
4
JPM icon
JPMorgan Chase
JPM
+$156M
5
AAPL icon
Apple
AAPL
+$150M

Top Sells

Rank Stock Value
1
EEP
Enbridge Energy Partners
EEP
+$79.7M
2
ODFL icon
Old Dominion Freight Line
ODFL
+$75.8M
3
SPG icon
Simon Property Group
SPG
+$60.5M
4
OKS
Oneok Partners LP
OKS
+$50.6M
5
ADP icon
Automatic Data Processing
ADP
+$24.8M

Sector Composition

Rank Sector Weight
1 Technology 16.39%
2 Energy 15.35%
3 Healthcare 14.93%
4 Financials 13.84%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CXO
251
DELISTED
CONCHO RESOURCES INC.
CXO
$13.2M 0.06%
100,220
+24,975
+33% +$3M
FDX icon
252
FedEx
FDX
$74.5B
$13.1M 0.06%
58,224
+9,730
+20% +$2.07M
HUM icon
253
Humana
HUM
$46.7B
$12.8M 0.06%
52,329
-1,274
-2% -$312K
PM icon
254
Philip Morris
PM
$301B
$12.7M 0.06%
114,523
+43,704
+62% +$5.09M
HDS
255
DELISTED
HD Supply Holdings, Inc.
HDS
$12.6M 0.06%
350,010
-6,147
-2% -$198K
PYPL icon
256
PayPal
PYPL
$49.5B
$12.6M 0.06%
197,147
+64,416
+49% +$3.86M
UHS icon
257
Universal Health Services
UHS
$9.43B
$12.6M 0.06%
113,163
-3,435
-3% -$387K
EEQ
258
DELISTED
Enbridge Energy Management Llc
EEQ
$12.5M 0.06%
908,731
-310
-0% -$4.04K
HUBB icon
259
Hubbell
HUBB
$25.7B
$12.3M 0.06%
106,307
-2,462
-2% -$282K
WY icon
260
Weyerhaeuser
WY
$17.3B
$12.2M 0.06%
359,958
+27,233
+8% +$894K
GILD icon
261
Gilead Sciences
GILD
$161B
$12.1M 0.06%
148,785
+70,236
+89% +$5.37M
NBL
262
DELISTED
Noble Energy, Inc.
NBL
$11.8M 0.05%
414,634
+239,916
+137% +$6.32M
BF.B icon
263
Brown-Forman Class B
BF.B
$12B
$11.7M 0.05%
338,095
-8,789
-3% -$285K
QQQ icon
264
Invesco QQQ Trust
QQQ
$455B
$11.5M 0.05%
79,367
+27,755
+54% +$3.98M
TRU icon
265
TransUnion
TRU
$14.8B
$11.5M 0.05%
242,954
+79,329
+48% +$3.63M
HXL icon
266
Hexcel
HXL
$8.32B
$11.4M 0.05%
198,102
+65,000
+49% +$3.5M
AMID
267
DELISTED
American Midstream Partners, LP
AMID
$11.1M 0.05%
814,037
-106,058
-12% -$1.43M
MAS icon
268
Masco
MAS
$16B
$11.1M 0.05%
283,339
+83,372
+42% +$3.14M
AGG icon
269
iShares Core US Aggregate Bond ETF
AGG
$138B
$11M 0.05%
100,775
+4,111
+4% +$451K
ZWS icon
270
Zurn Elkay Water Solutions
ZWS
$8.07B
$10.9M 0.05%
887,156
-23,880
-3% -$277K
YUMC icon
271
Yum China
YUMC
$14.9B
$10.7M 0.05%
268,197
+180,988
+208% +$6.75M
YUM icon
272
Yum! Brands
YUM
$41B
$10.7M 0.05%
145,376
+50,738
+54% +$3.82M
CCK icon
273
Crown Holdings
CCK
$12.8B
$10.7M 0.05%
179,023
-290
-0.2% -$17.2K
CB icon
274
Chubb
CB
$140B
$10.7M 0.05%
74,938
+46,689
+165% +$6.76M
VO icon
275
Vanguard Mid-Cap ETF
VO
$106B
$10.7M 0.05%
290,140
+218,568
+305% +$7.88M
9 10
11
12 13

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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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CIBC Private Wealth Group's Q3 2017 Portfolio in Review

As of Q3 2017, CIBC Private Wealth Group held 953 positions worth $21.9B, up 38% from $15.9B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

CIBC Private Wealth Group deployed $5.68B of net new capital in Q3 2017, opening 357 new positions and adding to 358 existing holdings. Its largest new stake was CyrusOne Inc Common Stock: 1,594,134 shares worth $93.9M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Energy and Healthcare.

On the sell side, the largest reduction was Enbridge Energy Partners, an estimated $79.7M trimmed.

  • CIBC Private Wealth Group's largest Q3 2017 buy was CyrusOne Inc Common Stock: 1,594,134 shares worth $93.9M.
  • CIBC Private Wealth Group added most to Amazon in Q3 2017, an estimated $202M increase.
  • CIBC Private Wealth Group's biggest Q3 2017 reduction was Enbridge Energy Partners, cutting an estimated $79.7M.
  • CIBC Private Wealth Group fully exited Oneok Partners LP in Q3 2017, selling an estimated $50.6M.
  • CIBC Private Wealth Group's ten largest holdings make up 19% of its $21.9B portfolio in Q3 2017.
  • CIBC Private Wealth Group opened 357 new positions and closed 30 in Q3 2017.
  • CIBC Private Wealth Group's portfolio value rose 38% quarter-over-quarter to $21.9B.

Based on CIBC Private Wealth Group's 13F filing for Q3 2017, filed 14 Nov 2017.