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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
+6.41%
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
$23.6B
AUM Growth
+$1.64B
Cap. Flow
+$468M
Cap. Flow %
1.98%
Top 10 Hldgs %
19.08%
Holding
2,037
New
1,099
Increased
425
Reduced
375
Closed
39

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$255M
2
ICE icon
Intercontinental Exchange
ICE
+$98.7M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$88.6M
5
PAA icon
Plains All American Pipeline
PAA
+$77.1M

Top Sells

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$98.5M
2
BPL
Buckeye Partners, L.P.
BPL
+$77.3M
3
KMI icon
Kinder Morgan
KMI
+$72.2M
4
WNRL
Western Refining Logistics, LP
WNRL
+$64.2M
5
WBA
Walgreens Boots Alliance
WBA
+$53.9M

Sector Composition

Rank Sector Weight
1 Technology 16.29%
2 Financials 14.54%
3 Energy 14.19%
4 Healthcare 13.3%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALB icon
326
Albemarle
ALB
$13.9B
$6.44M 0.03%
50,366
+4,206
+9% +$570K
VNQ icon
327
Vanguard Real Estate ETF
VNQ
$39.4B
$6.43M 0.03%
77,515
+375
+0.5% +$31.4K
HDB icon
328
HDFC Bank
HDB
$124B
$6.29M 0.03%
247,484
+15,480
+7% +$371K
EXAS
329
DELISTED
Exact Sciences
EXAS
$6.28M 0.03%
+119,502
New +$6.38M
IWN icon
330
iShares Russell 2000 Value ETF
IWN
$14.4B
$6.24M 0.03%
49,588
+1,408
+3% +$176K
GD icon
331
General Dynamics
GD
$103B
$6.19M 0.03%
30,412
+2,539
+9% +$519K
BKLN icon
332
Invesco Senior Loan ETF
BKLN
$6.97B
$6.07M 0.03%
263,206
+8,060
+3% +$186K
TGT icon
333
Target
TGT
$65.6B
$6.06M 0.03%
92,884
+17,763
+24% +$1.07M
GRUB
334
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$6M 0.03%
41,822
+20,463
+96% +$2.57M
ITOT icon
335
iShares Core S&P Total US Stock Market ETF
ITOT
$93.8B
$5.97M 0.03%
97,575
+1
+0% +$60
MRSH
336
Marsh
MRSH
$91.4B
$5.95M 0.03%
73,109
-9,798
-12% -$814K
CNI icon
337
Canadian National Railway
CNI
$76.9B
$5.91M 0.03%
71,651
+206
+0.3% +$16.6K
XLF icon
338
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$5.88M 0.03%
210,785
+14,122
+7% +$380K
AMID
339
DELISTED
American Midstream Partners, LP
AMID
$5.85M 0.02%
437,893
-376,144
-46% -$4.94M
IYW icon
340
iShares US Technology ETF
IYW
$23.5B
$5.84M 0.02%
143,444
+4,060
+3% +$163K
COHR
341
DELISTED
Coherent Inc
COHR
$5.81M 0.02%
+20,583
New +$5.73M
EBAY icon
342
eBay
EBAY
$50.4B
$5.68M 0.02%
150,579
+1,411
+0.9% +$52.4K
CCI icon
343
Crown Castle
CCI
$33.4B
$5.64M 0.02%
50,802
+1,752
+4% +$189K
IWO icon
344
iShares Russell 2000 Growth ETF
IWO
$14.4B
$5.63M 0.02%
30,175
+4,337
+17% +$792K
CAT icon
345
Caterpillar
CAT
$373B
$5.6M 0.02%
35,551
+1,088
+3% +$151K
ALL icon
346
Allstate
ALL
$68.3B
$5.37M 0.02%
51,291
-246
-0.5% -$24.2K
TIF
347
DELISTED
Tiffany & Co.
TIF
$5.33M 0.02%
51,296
+420
+0.8% +$40K
EQM
348
DELISTED
EQM Midstream Partners, LP
EQM
$5.27M 0.02%
72,081
+1,497
+2% +$107K
JD icon
349
JD.com
JD
$43.6B
$5.2M 0.02%
125,581
+23,065
+22% +$908K
NOC icon
350
Northrop Grumman
NOC
$76B
$4.99M 0.02%
16,249
+1,816
+13% +$545K
12 13
14
15 16

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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 Q4 2017 Portfolio in Review

As of Q4 2017, CIBC Private Wealth Group held 2,037 positions worth $23.6B, up 7.5% from $21.9B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

CIBC Private Wealth Group's Q4 2017 filing shows 1,099 new, 425 increased, 375 reduced and 39 closed positions. Its largest new stake was Expedia Group: 541,209 shares worth $64.8M. The largest sale was GE Aerospace, an estimated $98.5M.

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

  • CIBC Private Wealth Group's largest Q4 2017 buy was Expedia Group: 541,209 shares worth $64.8M.
  • CIBC Private Wealth Group added most to Old Dominion Freight Line in Q4 2017, an estimated $255M increase.
  • CIBC Private Wealth Group's biggest Q4 2017 reduction was GE Aerospace, cutting an estimated $98.5M.
  • CIBC Private Wealth Group fully exited Western Refining Logistics, LP in Q4 2017, selling an estimated $64.2M.
  • CIBC Private Wealth Group's ten largest holdings make up 19% of its $23.6B portfolio in Q4 2017.
  • CIBC Private Wealth Group opened 1,099 new positions and closed 39 in Q4 2017.
  • CIBC Private Wealth Group's portfolio value rose 7.5% quarter-over-quarter to $23.6B.

Based on CIBC Private Wealth Group's 13F filing for Q4 2017, filed 12 Feb 2018.