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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
FUN icon
926
Cedar Fair
FUN
$1.77B
$202K ﹤0.01%
+3,105
New +$203K
AAMI
927
Acadian Asset Management
AAMI
$3.08B
$202K ﹤0.01%
+12,080
New +$192K
SJM icon
928
J.M. Smucker
SJM
$12.7B
$199K ﹤0.01%
+1,598
New +$178K
BMO icon
929
Bank of Montreal
BMO
$126B
$193K ﹤0.01%
+2,409
New +$188K
RES icon
930
RPC Inc
RES
$1.24B
$193K ﹤0.01%
7,550
-7,940
-51% -$191K
EWBC icon
931
East-West Bancorp
EWBC
$17.9B
$192K ﹤0.01%
+3,155
New +$188K
RPM icon
932
RPM International
RPM
$13.7B
$190K ﹤0.01%
+3,617
New +$189K
DBEF icon
933
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.17B
$186K ﹤0.01%
+5,838
New +$185K
EPHE icon
934
iShares MSCI Philippines ETF
EPHE
$132M
$184K ﹤0.01%
+4,735
New +$176K
CARG icon
935
CarGurus
CARG
$3.27B
$183K ﹤0.01%
+6,100
New +$182K
VNOM icon
936
Viper Energy
VNOM
$8.71B
$183K ﹤0.01%
7,851
-103,224
-93% -$2.09M
DLR icon
937
Digital Realty Trust
DLR
$69.7B
$180K ﹤0.01%
+1,581
New +$186K
SCHG icon
938
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$179K ﹤0.01%
+20,248
New +$174K
PIPR icon
939
Piper Sandler
PIPR
$5.12B
$177K ﹤0.01%
+8,216
New +$148K
GATX icon
940
GATX Corp
GATX
$6.35B
$174K ﹤0.01%
+2,800
New +$170K
MKC icon
941
McCormick & Company Non-Voting
MKC
$13.7B
$173K ﹤0.01%
+3,390
New +$169K
EWZ icon
942
iShares MSCI Brazil ETF
EWZ
$9.28B
$172K ﹤0.01%
+4,260
New +$172K
SAP icon
943
SAP
SAP
$212B
$172K ﹤0.01%
+1,534
New +$174K
BURL icon
944
Burlington
BURL
$23.2B
$171K ﹤0.01%
1,392
-995
-42% -$101K
HOG icon
945
Harley-Davidson
HOG
$2.58B
$171K ﹤0.01%
+3,357
New +$163K
TWTR
946
DELISTED
Twitter, Inc.
TWTR
$171K ﹤0.01%
+7,112
New +$146K
XAR icon
947
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.93B
$170K ﹤0.01%
+2,033
New +$166K
FFTY icon
948
CapForce IBD 50 ETF
FFTY
$79.5M
$169K ﹤0.01%
+5,095
New +$169K
LRCX icon
949
Lam Research
LRCX
$367B
$168K ﹤0.01%
9,100
-62,350
-87% -$1.23M
OMAB icon
950
Grupo Aeroportuario Centro Norte
OMAB
$5.16B
$167K ﹤0.01%
+4,020
New +$165K
36 37
38
39 40

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CWM
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VRS
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FAF
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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.