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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
+2.59%
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
$11.8B
AUM Growth
–
Cap. Flow
+$11.4B
Cap. Flow %
96.97%
Top 10 Hldgs %
20.48%
Holding
578
New
578
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
EPD icon
Enterprise Products Partners
EPD
+$452M
2
AAPL icon
Apple
AAPL
+$291M
3
ET icon
Energy Transfer Partners
ET
+$224M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$219M
5
ETP
Energy Transfer Partners L.p.
ETP
+$202M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FF icon
576
Future Fuel
FF
$204M
$208K ﹤0.01%
+10,000
New +$172K
RMT
577
Royce Micro-Cap Trust
RMT
$736M
$204K ﹤0.01%
+16,216
New +$200K
PDS
578
Precision Drilling
PDS
$1.09B
$201K ﹤0.01%
+823
New +$166K
20 21 22 23
24

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CWM
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FAF
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BGIM
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CIBC Private Wealth Group's Q1 2014 Portfolio in Review

Q1 2014 is the first quarter with a 13F filing on record for CIBC Private Wealth Group, which disclosed 578 positions worth $11.8B. Its ten largest holdings account for 20% of the portfolio.

Its largest position is Enterprise Products Partners: 13,640,948 shares worth $481M.

By sector, the portfolio is most concentrated in Energy at 29% of assets, followed by Technology and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2014 buy was Enterprise Products Partners: 13,640,948 shares worth $481M.
  • CIBC Private Wealth Group's ten largest holdings make up 20% of its $11.8B portfolio in Q1 2014.
  • CIBC Private Wealth Group disclosed 578 positions in Q1 2014, its first 13F filing on record.

Based on CIBC Private Wealth Group's 13F filing for Q1 2014, filed 14 May 2014.