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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
+6.58%
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
$24.5B
AUM Growth
+$1.52B
Cap. Flow
+$172M
Cap. Flow %
0.7%
Top 10 Hldgs %
19.97%
Holding
2,209
New
207
Increased
604
Reduced
589
Closed
200

Top Buys

Rank Stock Value
1
SEP
Spectra Engy Parters Lp
SEP
+$93.1M
2
TMUS icon
T-Mobile US
TMUS
+$74.4M
3
WPZ
Williams Partners L.P.
WPZ
+$62.9M
4
CVS icon
CVS Health
CVS
+$53.3M
5
DD icon
DuPont de Nemours
DD
+$50.6M

Top Sells

Rank Stock Value
1
MPLX icon
MPLX
MPLX
+$95.9M
2
APC
Anadarko Petroleum
APC
+$77.9M
3
AXP icon
American Express
AXP
+$61.8M
4
ALGN icon
Align Technology
ALGN
+$54.1M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$44.8M

Sector Composition

Rank Sector Weight
1 Technology 17.97%
2 Financials 14.38%
3 Healthcare 14.17%
4 Energy 13.92%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOYA icon
1526
Voya Financial
VOYA
$8.98B
$12K ﹤0.01%
260
– –
ZG icon
1527
Zillow
ZG
$7.32B
$12K ﹤0.01%
197
– –
MRO
1528
DELISTED
Marathon Oil Corporation
MRO
$12K ﹤0.01%
560
-40
-7% -$789
CYBE
1529
DELISTED
Cyberoptics Corp
CYBE
$12K ﹤0.01%
700
– –
HOME
1530
DELISTED
At Home Group Inc.
HOME
$12K ﹤0.01%
304
-60,351
-99% -$2.17M
AZPN
1531
DELISTED
ASPEN TECHNOLOGY INC
AZPN
$12K ﹤0.01%
130
– –
CX icon
1532
Cemex
CX
$17.6B
$11K ﹤0.01%
1,685
– –
EBF icon
1533
Ennis
EBF
$550M
$11K ﹤0.01%
565
+6
+1% +$114
EDIT icon
1534
Editas Medicine
EDIT
$411M
$11K ﹤0.01%
310
-1
-0.3% -$35
FAN icon
1535
First Trust Global Wind Energy ETF
FAN
$280M
$11K ﹤0.01%
900
– –
FLR icon
1536
Fluor
FLR
$7.22B
$11K ﹤0.01%
217
-10,288
-98% -$539K
FTAI icon
1537
FTAI Aviation
FTAI
$22B
$11K ﹤0.01%
691
-1,265
-65% -$18.4K
KNDI
1538
Kandi Technologies Group
KNDI
$64.6M
$11K ﹤0.01%
2,553
– –
MTH icon
1539
Meritage Homes
MTH
$4.89B
$11K ﹤0.01%
518
-81,294
-99% -$1.83M
PID icon
1540
Invesco International Dividend Achievers ETF
PID
$919M
$11K ﹤0.01%
690
+2
+0.3% +$32
PLX icon
1541
Protalix BioTherapeutics
PLX
$193M
$11K ﹤0.01%
2,500
– –
PRLB icon
1542
Protolabs
PRLB
$1.85B
$11K ﹤0.01%
90
– –
REM icon
1543
iShares Mortgage Real Estate ETF
REM
$543M
$11K ﹤0.01%
250
-1,106
-82% -$47.9K
RGR icon
1544
Sturm, Ruger & Co
RGR
$620M
$11K ﹤0.01%
200
– –
ROG icon
1545
Rogers Corp
ROG
$2.31B
$11K ﹤0.01%
102
+50
+96% +$5.84K
HIND
1546
Vyome Holdings
HIND
$14M
– –
0
– –
THS
1547
DELISTED
Treehouse Foods
THS
$11K ﹤0.01%
200
– –
VIPS icon
1548
Vipshop
VIPS
$7.08B
$11K ﹤0.01%
1,000
– –
VMI icon
1549
Valmont Industries
VMI
$9.61B
$11K ﹤0.01%
70
– –
XSMO icon
1550
Invesco S&P SmallCap Momentum ETF
XSMO
$3.03B
$11K ﹤0.01%
+300
New +$10.6K
60 61
62
63 64

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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 Q2 2018 Portfolio in Review

As of Q2 2018, CIBC Private Wealth Group held 2,209 positions worth $24.5B, up 6.6% from $23B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

CIBC Private Wealth Group's Q2 2018 filing shows 207 new, 604 increased, 589 reduced and 200 closed positions. Its largest new stake was Noble Midstream Partners LP: 311,218 shares worth $15.9M. The largest sale was MPLX, an estimated $95.9M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q2 2018 buy was Noble Midstream Partners LP: 311,218 shares worth $15.9M.
  • CIBC Private Wealth Group added most to Spectra Engy Parters Lp in Q2 2018, an estimated $93.1M increase.
  • CIBC Private Wealth Group's biggest Q2 2018 reduction was MPLX, cutting an estimated $95.9M.
  • CIBC Private Wealth Group fully exited Time Warner Inc in Q2 2018, selling an estimated $44.1M.
  • CIBC Private Wealth Group's ten largest holdings make up 20% of its $24.5B portfolio in Q2 2018.
  • CIBC Private Wealth Group opened 207 new positions and closed 200 in Q2 2018.
  • CIBC Private Wealth Group's portfolio value rose 6.6% quarter-over-quarter to $24.5B.

Based on CIBC Private Wealth Group's 13F filing for Q2 2018, filed 2 Aug 2018.