We are live on ! Find out more
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
REM icon
1126
iShares Mortgage Real Estate ETF
REM
$539M
$61K ﹤0.01%
+1,356
New +$62.3K
AKS
1127
DELISTED
AK Steel Holding Corp
AKS
$61K ﹤0.01%
10,865
– –
IHDG icon
1128
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.22B
$60K ﹤0.01%
+1,885
New +$59.2K
NWN icon
1129
Northwest Natural Holdings
NWN
$2.06B
$60K ﹤0.01%
+1,000
New +$65.4K
SKYW icon
1130
Skywest
SKYW
$4.24B
$60K ﹤0.01%
+1,122
New +$54.9K
BBY icon
1131
Best Buy
BBY
$18.2B
$59K ﹤0.01%
+863
New +$51.1K
ILCB icon
1132
iShares Morningstar US Equity ETF
ILCB
$1.27B
$59K ﹤0.01%
+1,480
New +$57.6K
LAMR icon
1133
Lamar Advertising Co
LAMR
$16.2B
$59K ﹤0.01%
+800
New +$58.3K
OVV icon
1134
Ovintiv
OVV
$17.3B
$59K ﹤0.01%
+891
New +$52.6K
SBLK icon
1135
Star Bulk Carriers
SBLK
$3.21B
$59K ﹤0.01%
+5,230
New +$54.2K
SPDW icon
1136
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$59K ﹤0.01%
+1,850
New +$57.7K
EXG icon
1137
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.99B
$58K ﹤0.01%
+6,195
New +$57.9K
FIZZ icon
1138
National Beverage
FIZZ
$2.96B
$58K ﹤0.01%
+1,200
New +$61.5K
HTHT icon
1139
Huazhu Hotels Group
HTHT
$13.1B
$58K ﹤0.01%
+1,616
New +$51.1K
KRE icon
1140
State Street SPDR S&P Regional Banking ETF
KRE
$4.5B
$58K ﹤0.01%
+993
New +$57K
MFIC icon
1141
MidCap Financial Investment
MFIC
$787M
$58K ﹤0.01%
+3,400
New +$61K
NTLA icon
1142
Intellia Therapeutics
NTLA
$1.49B
$58K ﹤0.01%
+3,000
New +$69.3K
SWX icon
1143
Southwest Gas
SWX
$6.47B
$58K ﹤0.01%
+720
New +$58.4K
VPU
1144
Vanguard Utilities ETF
VPU
$8.46B
$58K ﹤0.01%
+500
New +$60.4K
BOBE
1145
DELISTED
Bob Evans Farms, Inc.
BOBE
$58K ﹤0.01%
734
-14,365
-95% -$1.12M
DXCM icon
1146
DexCom
DXCM
$32.2B
$57K ﹤0.01%
+4,000
New +$52K
ELS icon
1147
Equity Lifestyle Properties
ELS
$12.6B
$57K ﹤0.01%
+1,280
New +$57K
MDYV icon
1148
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$57K ﹤0.01%
+1,116
New +$56.4K
NLY icon
1149
Annaly Capital Management
NLY
$17.1B
$57K ﹤0.01%
+1,198
New +$56.9K
ROBO icon
1150
ROBO Global Robotics & Automation Index ETF
ROBO
$1.96B
$57K ﹤0.01%
+1,385
New +$56.1K
44 45
46
47 48

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.