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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
MFC icon
1551
Manulife Financial
MFC
$74.4B
$10K ﹤0.01%
+458
New +$9.52K
SGDM icon
1552
Sprott Gold Miners ETF
SGDM
$549M
$10K ﹤0.01%
+500
New +$10.2K
SHOP icon
1553
Shopify
SHOP
$156B
$10K ﹤0.01%
+1,000
New +$10.2K
STRL icon
1554
Sterling Infrastructure
STRL
$18.7B
$10K ﹤0.01%
+614
New +$10.1K
SUPN icon
1555
Supernus Pharmaceuticals
SUPN
$2.63B
$10K ﹤0.01%
+251
New +$9.92K
THS
1556
DELISTED
Treehouse Foods
THS
$10K ﹤0.01%
+200
New +$10.7K
ECHO
1557
DELISTED
Echo Global Logistics, Inc.
ECHO
$10K ﹤0.01%
+350
New +$8.4K
FRAN
1558
DELISTED
Francesca's Holdings Corporation
FRAN
$10K ﹤0.01%
+112
New +$9.41K
ONCE
1559
DELISTED
Spark Therapeutics, Inc. Common Stock
ONCE
$10K ﹤0.01%
+200
New +$14.4K
IMPV
1560
DELISTED
Imperva, Inc.
IMPV
$10K ﹤0.01%
+260
New +$10.8K
UFS
1561
DELISTED
DOMTAR CORPORATION (New)
UFS
$10K ﹤0.01%
+200
New +$9.3K
HR
1562
DELISTED
Healthcare Realty Trust Incorporated
HR
$10K ﹤0.01%
+300
New +$9.74K
AIT icon
1563
Applied Industrial Technologies
AIT
$12.6B
$9K ﹤0.01%
+125
New +$7.95K
AMBA icon
1564
Ambarella
AMBA
$3.34B
$9K ﹤0.01%
+160
New +$8.89K
BC icon
1565
Brunswick
BC
$5.07B
$9K ﹤0.01%
+167
New +$9.09K
BGY icon
1566
BlackRock Enhanced International Dividend Trust
BGY
$522M
$9K ﹤0.01%
+1,350
New +$8.85K
BNTC icon
1567
Benitec Biopharma
BNTC
$407M
$9K ﹤0.01%
+12
New +$8.39K
CNDT icon
1568
Conduent
CNDT
$245M
$9K ﹤0.01%
+549
New +$8.59K
ETJ
1569
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$565M
$9K ﹤0.01%
+900
New +$8.36K
EXI icon
1570
iShares Global Industrials ETF
EXI
$1.42B
$9K ﹤0.01%
+100
New +$9.05K
FIBK icon
1571
First Interstate BancSystem
FIBK
$3.73B
$9K ﹤0.01%
+224
New +$8.7K
GABC icon
1572
German American Bancorp
GABC
$1.92B
$9K ﹤0.01%
+244
New +$8.92K
JBGS
1573
JBG SMITH
JBGS
$824M
$9K ﹤0.01%
+250
New +$8.26K
MGV icon
1574
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.1B
$9K ﹤0.01%
+116
New +$8.62K
MMS icon
1575
Maximus
MMS
$3.17B
$9K ﹤0.01%
+119
New +$8.01K
61 62
63
64 65

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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.