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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
BBU
1851
DELISTED
Brookfield Business Partners
BBU
$1K ﹤0.01%
+58
New +$1.15K
BKR icon
1852
Baker Hughes
BKR
$59.5B
$1K ﹤0.01%
+26
New +$834
CDE icon
1853
Coeur Mining
CDE
$15.9B
$1K ﹤0.01%
+74
New +$580
CHRW icon
1854
C.H. Robinson
CHRW
$17.3B
$1K ﹤0.01%
+6
New +$490
CLNE icon
1855
Clean Energy Fuels
CLNE
$425M
$1K ﹤0.01%
+300
New +$663
CNX icon
1856
CNX Resources
CNX
$4.9B
$1K ﹤0.01%
+100
New +$1.38K
CPRI icon
1857
Capri Holdings
CPRI
$1.82B
$1K ﹤0.01%
+8
New +$438
CVE icon
1858
Cenovus Energy
CVE
$56.5B
$1K ﹤0.01%
+93
New +$903
DNOW icon
1859
DNOW Inc
DNOW
$2.51B
$1K ﹤0.01%
+65
New +$743
EFX icon
1860
Equifax
EFX
$20.7B
$1K ﹤0.01%
+12
New +$1.35K
EGO icon
1861
Eldorado Gold
EGO
$8.53B
$1K ﹤0.01%
+100
New +$743
FTI icon
1862
TechnipFMC
FTI
$27.5B
$1K ﹤0.01%
+22
New +$455
FWONA icon
1863
Liberty Media Series A
FWONA
$23.1B
$1K ﹤0.01%
+26
New +$889
GCC icon
1864
WisdomTree Enhanced Commodity Strategy Fund
GCC
$270M
$1K ﹤0.01%
+70
New +$1.33K
GLOB icon
1865
Globant
GLOB
$1.57B
$1K ﹤0.01%
+32
New +$1.29K
GNTX icon
1866
Gentex
GNTX
$5.03B
$1K ﹤0.01%
+66
New +$1.31K
IMAX icon
1867
IMAX
IMAX
$2.61B
$1K ﹤0.01%
+40
New +$942
JBHT icon
1868
JB Hunt Transport Services
JBHT
$25.3B
$1K ﹤0.01%
+12
New +$1.29K
JBL icon
1869
Jabil
JBL
$32.3B
$1K ﹤0.01%
+29
New +$821
JHG
1870
DELISTED
Janus Henderson
JHG
$1K ﹤0.01%
+14
New +$505
KAI icon
1871
Kadant
KAI
$3.63B
$1K ﹤0.01%
+10
New +$1.01K
LILAK icon
1872
Liberty Latin America Class C
LILAK
$1.61B
$1K ﹤0.01%
+33
New +$621
MANU icon
1873
Manchester United
MANU
$4.04B
$1K ﹤0.01%
+35
New +$675
MBI icon
1874
MBIA
MBI
$274M
$1K ﹤0.01%
+200
New +$1.55K
MVIS icon
1875
Microvision
MVIS
$85.7M
$1K ﹤0.01%
+688
New +$1.32K
73 74
75
76 77

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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.