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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
AEM icon
1751
Agnico Eagle Mines
AEM
$72.6B
$4K ﹤0.01%
80
– –
AMRC icon
1752
Ameresco
AMRC
$1.15B
$4K ﹤0.01%
+349
New +$4.16K
BTU icon
1753
Peabody Energy
BTU
$2.78B
$4K ﹤0.01%
81
– –
CIBR icon
1754
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$4K ﹤0.01%
148
– –
CSGP icon
1755
CoStar Group
CSGP
$11.3B
$4K ﹤0.01%
+100
New +$3.85K
CWBC
1756
Community West Bancshares
CWBC
$678M
$4K ﹤0.01%
202
+1
+0.5% +$21
DOCU
1757
DocuSign
DOCU
$9.63B
$4K ﹤0.01%
+75
New +$3.79K
DXJ icon
1758
WisdomTree Japan Hedged Equity Fund
DXJ
$7.23B
$4K ﹤0.01%
82
-5,240
-98% -$296K
CHRN
1759
ChronoScale Holdings
CHRN
$3.12B
$4K ﹤0.01%
10
– –
EWW icon
1760
iShares MSCI Mexico ETF
EWW
$1.89B
$4K ﹤0.01%
75
– –
FEMS icon
1761
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$245M
$4K ﹤0.01%
100
– –
FHLC icon
1762
Fidelity MSCI Health Care Index ETF
FHLC
$3.27B
$4K ﹤0.01%
105
– –
FXB icon
1763
Invesco CurrencyShares British Pound Sterling Trust
FXB
$76.9M
$4K ﹤0.01%
+29
New +$3.83K
ILF icon
1764
iShares Latin America 40 ETF
ILF
$3.77B
$4K ﹤0.01%
+146
New +$4.93K
INGN icon
1765
Inogen
INGN
$167M
$4K ﹤0.01%
21
-117
-85% -$19.5K
INVH icon
1766
Invitation Homes
INVH
$17.7B
$4K ﹤0.01%
180
-30
-14% -$679
IPAY icon
1767
Amplify Mobile Payments ETF
IPAY
$154M
$4K ﹤0.01%
100
– –
KEP icon
1768
Korea Electric Power
KEP
$15.5B
$4K ﹤0.01%
270
– –
KIM icon
1769
Kimco Realty
KIM
$17.6B
$4K ﹤0.01%
248
+163
+192% +$2.46K
LBRDK icon
1770
Liberty Broadband Class C
LBRDK
$4.15B
$4K ﹤0.01%
58
+7
+14% +$530
LE icon
1771
Lands' End
LE
$361M
$4K ﹤0.01%
130
– –
LPLA icon
1772
LPL Financial
LPLA
$26.3B
$4K ﹤0.01%
55
-66
-55% -$4.34K
LYG icon
1773
Lloyds Banking Group
LYG
$87.4B
$4K ﹤0.01%
1,152
-515
-31% -$1.83K
MD icon
1774
Pediatrix Medical
MD
$2.16B
$4K ﹤0.01%
100
-130
-57% -$6.23K
MT icon
1775
ArcelorMittal
MT
$50.4B
$4K ﹤0.01%
141
– –
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 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.