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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
GPC icon
551
Genuine Parts
GPC
$17.1B
$1.45M 0.01%
15,167
+347
+2% +$29.5K
PGX icon
552
Invesco Preferred ETF
PGX
$3.84B
$1.45M 0.01%
+96,352
New +$1.45M
ACLS icon
553
Axcelis
ACLS
$4.12B
$1.44M 0.01%
+52,525
New +$1.16M
VYM icon
554
Vanguard High Dividend Yield ETF
VYM
$81.1B
$1.43M 0.01%
17,602
+16
+0.1% +$1.27K
FLO icon
555
Flowers Foods
FLO
$1.64B
$1.42M 0.01%
75,305
+6,370
+9% +$113K
MBFI
556
DELISTED
MB Financial Corp
MBFI
$1.41M 0.01%
+31,363
New +$1.3M
EFOR
557
Everforth Inc
EFOR
$845M
$1.4M 0.01%
+26,065
New +$1.3M
CBRE icon
558
CBRE Group
CBRE
$40.8B
$1.4M 0.01%
+36,850
New +$1.36M
FWRD icon
559
Forward Air
FWRD
$482M
$1.39M 0.01%
+24,260
New +$1.28M
RIO icon
560
Rio Tinto
RIO
$148B
$1.39M 0.01%
+29,420
New +$1.37M
ABB
561
DELISTED
ABB Ltd
ABB
$1.38M 0.01%
55,790
-1,065
-2% -$25.5K
LOXO
562
DELISTED
Loxo Oncology, Inc
LOXO
$1.37M 0.01%
+14,915
New +$1.16M
SCHF icon
563
Schwab International Equity ETF
SCHF
$65.6B
$1.36M 0.01%
+81,584
New +$1.33M
LBTYA icon
564
Liberty Global Class A
LBTYA
$3.31B
$1.36M 0.01%
40,131
– –
NWL icon
565
Newell Brands
NWL
$2.16B
$1.34M 0.01%
31,527
-1,736
-5% -$84.9K
LRCX icon
566
Lam Research
LRCX
$382B
$1.32M 0.01%
+71,450
New +$1.16M
HEFA icon
567
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.44B
$1.32M 0.01%
45,613
+24,248
+113% +$685K
RMD icon
568
ResMed
RMD
$28.3B
$1.31M 0.01%
16,989
+5,050
+42% +$386K
THO icon
569
Thor Industries
THO
$3.99B
$1.3M 0.01%
+10,329
New +$1.11M
MKSI icon
570
MKS Inc
MKSI
$22.2B
$1.29M 0.01%
+13,694
New +$1.12M
MBUU icon
571
Malibu Boats
MBUU
$544M
$1.29M 0.01%
+40,850
New +$1.13M
PGR icon
572
Progressive
PGR
$124B
$1.29M 0.01%
26,667
-5,822
-18% -$272K
TREX icon
573
Trex
TREX
$4.51B
$1.28M 0.01%
+57,020
New +$1.09M
AMTX icon
574
Aemetis
AMTX
$119M
$1.28M 0.01%
+1,468,507
New +$1.57M
WTFC icon
575
Wintrust Financial
WTFC
$10.7B
$1.26M 0.01%
+16,133
New +$1.2M
21 22
23
24 25

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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 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.