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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
ENB icon
626
Enbridge
ENB
$119B
$1.16M ﹤0.01%
29,719
+1,604
+6% +$61.7K
DOX icon
627
Amdocs
DOX
$5.92B
$1.16M ﹤0.01%
17,710
+4,572
+35% +$297K
WBT
628
DELISTED
Welbilt, Inc.
WBT
$1.16M ﹤0.01%
49,238
+1,020
+2% +$22.5K
UN
629
DELISTED
Unilever NV New York Registry Shares
UN
$1.16M ﹤0.01%
20,538
+322
+2% +$18.6K
PLNT icon
630
Planet Fitness
PLNT
$4.42B
$1.14M ﹤0.01%
32,895
+655
+2% +$19.4K
MS icon
631
Morgan Stanley
MS
$331B
$1.13M ﹤0.01%
21,518
+3,209
+18% +$162K
SXT icon
632
Sensient Technologies
SXT
$5.26B
$1.12M ﹤0.01%
15,355
+10,110
+193% +$771K
TD icon
633
Toronto Dominion Bank
TD
$198B
$1.12M ﹤0.01%
+19,166
New +$1.09M
BEN icon
634
Franklin Resources
BEN
$17.6B
$1.1M ﹤0.01%
+25,437
New +$1.1M
HSKA
635
DELISTED
Heska Corp
HSKA
$1.1M ﹤0.01%
13,709
-168,598
-92% -$14.9M
TUP
636
DELISTED
Tupperware Brands Corporation
TUP
$1.1M ﹤0.01%
17,488
+3,986
+30% +$244K
NVG icon
637
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$1.09M ﹤0.01%
70,348
+3,450
+5% +$53.1K
IVZ icon
638
Invesco
IVZ
$13.1B
$1.07M ﹤0.01%
29,424
-2,394
-8% -$86.6K
OC icon
639
Owens Corning
OC
$11.2B
$1.07M ﹤0.01%
+11,613
New +$978K
TREX icon
640
Trex
TREX
$4.51B
$1.06M ﹤0.01%
39,260
-17,760
-31% -$452K
VGT icon
641
Vanguard Information Technology ETF
VGT
$139B
$1.06M ﹤0.01%
51,680
+2,304
+5% +$46.7K
LFUS icon
642
Littelfuse
LFUS
$11.2B
$1.06M ﹤0.01%
5,366
-215
-4% -$43.1K
SCHE icon
643
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$1.06M ﹤0.01%
37,983
+1,701
+5% +$46.9K
A icon
644
Agilent Technologies
A
$39.1B
$1.05M ﹤0.01%
+15,628
New +$1.05M
RUN icon
645
Sunrun
RUN
$2.34B
$1.04M ﹤0.01%
176,600
– –
CRBP icon
646
Corbus Pharmaceuticals
CRBP
$166M
$1.03M ﹤0.01%
4,852
+69
+1% +$14.8K
GRA
647
DELISTED
W.R. Grace & Co.
GRA
$1.03M ﹤0.01%
14,655
+388
+3% +$28.1K
HMSY
648
DELISTED
HMS Holdings Corp.
HMSY
$1.03M ﹤0.01%
+60,590
New +$1.06M
NWL icon
649
Newell Brands
NWL
$2.38B
$1.02M ﹤0.01%
33,116
+1,589
+5% +$54.8K
SLAB icon
650
Silicon Laboratories
SLAB
$7.17B
$1.02M ﹤0.01%
11,535
+150
+1% +$13.5K
24 25
26
27 28

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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.