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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
XL
1276
DELISTED
XL Group Ltd.
XL
$35K ﹤0.01%
1,002
-13,509
-93% -$524K
CVSA
1277
Covista Inc
CVSA
$4.25B
$34K ﹤0.01%
+800
New +$31.4K
CRUS icon
1278
Cirrus Logic
CRUS
$6.53B
$34K ﹤0.01%
656
-18,640
-97% -$1.01M
CTAS icon
1279
Cintas
CTAS
$81.9B
$34K ﹤0.01%
+868
New +$33K
DRI icon
1280
Darden Restaurants
DRI
$23.3B
$34K ﹤0.01%
+350
New +$29.6K
FSP
1281
Franklin Street Properties
FSP
$47.2M
$34K ﹤0.01%
+3,176
New +$33.4K
PDCO
1282
DELISTED
Patterson Companies, Inc.
PDCO
$34K ﹤0.01%
+930
New +$34K
CVA
1283
DELISTED
Covanta Holding Corporation
CVA
$34K ﹤0.01%
+2,000
New +$30.9K
ADMS
1284
DELISTED
Adamas Pharmaceuticals
ADMS
$34K ﹤0.01%
+1,000
New +$27.9K
VIAB
1285
DELISTED
Viacom Inc. Class B
VIAB
$34K ﹤0.01%
+1,104
New +$30K
KMM
1286
DELISTED
Deutsche Multi-Market Incm Trust
KMM
$34K ﹤0.01%
+3,886
New +$34.6K
STL
1287
DELISTED
Sterling Bancorp
STL
$34K ﹤0.01%
+1,372
New +$34K
ACLS icon
1288
Axcelis
ACLS
$4.01B
$33K ﹤0.01%
1,143
-51,382
-98% -$1.62M
FTAI icon
1289
FTAI Aviation
FTAI
$21.1B
$33K ﹤0.01%
+1,956
New +$30.7K
IQDF icon
1290
FlexShares International Quality Dividend Index Fund
IQDF
$1.15B
$33K ﹤0.01%
+1,236
New +$32.6K
IYJ icon
1291
iShares US Industrials ETF
IYJ
$1.98B
$33K ﹤0.01%
+450
New +$32.1K
LW icon
1292
Lamb Weston
LW
$7.22B
$33K ﹤0.01%
+589
New +$31K
NWBI icon
1293
Northwest Bancshares
NWBI
$2.3B
$33K ﹤0.01%
+2,000
New +$33.6K
HIND
1294
Vyome Holdings
HIND
$14.9M
– –
0
– –
TR icon
1295
Tootsie Roll Industries
TR
$2.93B
$33K ﹤0.01%
+1,176
New +$32.9K
FDEU
1296
DELISTED
First Trust Dynamic Europe Equity Income Fund
FDEU
$33K ﹤0.01%
+1,750
New +$33K
PIV
1297
DELISTED
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
$33K ﹤0.01%
+1,083
New +$33K
FND icon
1298
Floor & Decor
FND
$6.22B
$32K ﹤0.01%
+650
New +$26.3K
GOOS
1299
Canada Goose Holdings
GOOS
$872M
$32K ﹤0.01%
+1,000
New +$24.6K
XSLV icon
1300
Invesco S&P SmallCap Low Volatility ETF
XSLV
$248M
$32K ﹤0.01%
+700
New +$32.7K
50 51
52
53 54

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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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PPFA
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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.