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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
LKSD
1751
DELISTED
LSC Communications, Inc.
LKSD
$4K ﹤0.01%
+250
New +$3.98K
DF
1752
DELISTED
Dean Foods Company
DF
$4K ﹤0.01%
+312
New +$3.31K
PES
1753
DELISTED
Pioneer Energy Services Corp.
PES
$4K ﹤0.01%
+1,300
New +$2.84K
ESIO
1754
DELISTED
Electro Scientific Industries
ESIO
$4K ﹤0.01%
+200
New +$4.01K
FNGN
1755
DELISTED
Financial Engines, Inc.
FNGN
$4K ﹤0.01%
+148
New +$4.65K
PGH
1756
DELISTED
Pengrowth Energy Corporation
PGH
$4K ﹤0.01%
+5,000
New +$4.65K
TNH
1757
DELISTED
Terra Nitrogen
TNH
$4K ﹤0.01%
+45
New +$3.65K
RESI
1758
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$4K ﹤0.01%
+339
New +$3.75K
ALTS
1759
DELISTED
ProShares Morningstar Alternatives Solution ETF
ALTS
$4K ﹤0.01%
+100
New +$3.86K
ADC icon
1760
Agree Realty
ADC
$9.42B
$3K ﹤0.01%
+59
New +$2.92K
AMRC icon
1761
Ameresco
AMRC
$1.09B
$3K ﹤0.01%
+300
New +$2.49K
ARE icon
1762
Alexandria Real Estate Equities
ARE
$9.15B
$3K ﹤0.01%
+24
New +$3.02K
BPOP icon
1763
Popular Inc
BPOP
$11.2B
$3K ﹤0.01%
+90
New +$3.11K
BRKR icon
1764
Bruker
BRKR
$9.79B
$3K ﹤0.01%
+74
New +$2.42K
BTU icon
1765
Peabody Energy
BTU
$2.61B
$3K ﹤0.01%
+81
New +$2.63K
CIBR icon
1766
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.1B
$3K ﹤0.01%
+148
New +$3.31K
CLLS
1767
Cellectis
CLLS
$287M
$3K ﹤0.01%
+100
New +$2.72K
DLB icon
1768
Dolby
DLB
$4.9B
$3K ﹤0.01%
+48
New +$2.9K
FLR icon
1769
Fluor
FLR
$6.99B
$3K ﹤0.01%
+64
New +$2.98K
FSM icon
1770
Fortuna Silver Mines
FSM
$2.66B
$3K ﹤0.01%
+600
New +$2.7K
GPK icon
1771
Graphic Packaging
GPK
$3.24B
$3K ﹤0.01%
+207
New +$3.12K
GPRE icon
1772
Green Plains
GPRE
$1.21B
$3K ﹤0.01%
+164
New +$2.88K
HLT icon
1773
Hilton Worldwide
HLT
$72.5B
$3K ﹤0.01%
+33
New +$2.45K
HTLD icon
1774
Heartland Express
HTLD
$986M
$3K ﹤0.01%
+125
New +$2.82K
IMNN icon
1775
Imunon
IMNN
$6.72M
$3K ﹤0.01%
+6
New +$3.4K
69 70
71
72 73

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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.