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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
ALK icon
1676
Alaska Air
ALK
$5.27B
$5K ﹤0.01%
+62
New +$4.41K
BHC icon
1677
Bausch Health
BHC
$2.25B
$5K ﹤0.01%
+250
New +$3.96K
CHRN
1678
ChronoScale Holdings
CHRN
$3.06B
$5K ﹤0.01%
+10
New +$4.17K
FRI icon
1679
First Trust S&P REIT Index Fund
FRI
$190M
$5K ﹤0.01%
+236
New +$5.54K
GGME icon
1680
Invesco Next Gen Media and Gaming ETF
GGME
$44.8M
$5K ﹤0.01%
+183
New +$5.08K
IUSG icon
1681
iShares Core S&P US Growth ETF
IUSG
$31.3B
$5K ﹤0.01%
+100
New +$5.26K
JNPR
1682
DELISTED
Juniper Networks
JNPR
$5K ﹤0.01%
+180
New +$4.86K
FDIQ
1683
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$52.6M
$5K ﹤0.01%
+91
New +$5.03K
MASI
1684
DELISTED
Masimo
MASI
$5K ﹤0.01%
+63
New +$5.46K
MC icon
1685
Moelis & Co
MC
$5.08B
$5K ﹤0.01%
+113
New +$5.1K
MT icon
1686
ArcelorMittal
MT
$52.3B
$5K ﹤0.01%
+141
New +$4.17K
NAK
1687
Northern Dynasty Minerals
NAK
$779M
$5K ﹤0.01%
+3,000
New +$5.94K
PIE icon
1688
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$231M
$5K ﹤0.01%
+246
New +$4.89K
PJT icon
1689
PJT Partners
PJT
$4.33B
$5K ﹤0.01%
+100
New +$4.07K
PRTA icon
1690
Prothena Corp
PRTA
$440M
$5K ﹤0.01%
+137
New +$6.97K
RARE icon
1691
Ultragenyx Pharmaceutical
RARE
$2.56B
$5K ﹤0.01%
+118
New +$5.79K
SANM icon
1692
Sanmina
SANM
$9.83B
$5K ﹤0.01%
+150
New +$5.24K
SNPS icon
1693
Synopsys
SNPS
$71.3B
$5K ﹤0.01%
+58
New +$5.02K
SRI icon
1694
Stoneridge
SRI
$200M
$5K ﹤0.01%
+200
New +$4.47K
TSEM icon
1695
Tower Semiconductor
TSEM
$23.9B
$5K ﹤0.01%
+148
New +$4.91K
TTSH
1696
DELISTED
Tile Shop Holdings
TTSH
$5K ﹤0.01%
+500
New +$4.42K
USPH icon
1697
US Physical Therapy
USPH
$1.22B
$5K ﹤0.01%
+75
New +$5.12K
USRT icon
1698
iShares Core US REIT ETF
USRT
$4.65B
$5K ﹤0.01%
+108
New +$5.37K
UVV icon
1699
Universal Corp
UVV
$1.33B
$5K ﹤0.01%
+88
New +$4.89K
EQC
1700
DELISTED
Equity Commonwealth
EQC
$5K ﹤0.01%
+175
New +$5.3K
66 67
68
69 70

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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.