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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
(+7.5%)
Cap. Flow
+$468M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
19.08%
Holding
2,037
New
1,099
Increased
425
Reduced
375
Closed
39
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Old Dominion Freight Line
ODFL
|
+$255M |
| 2 |
Intercontinental Exchange
ICE
|
+$98.7M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$89M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$88.6M |
| 5 |
Plains All American Pipeline
PAA
|
+$77.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Aerospace
GE
|
+$98.5M |
| 2 |
BPL
Buckeye Partners, L.P.
BPL
|
+$77.3M |
| 3 |
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% |
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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.