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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
PCRX icon
1876
Pacira BioSciences
PCRX
$1.04B
$1K ﹤0.01%
+19
New +$753
PFG icon
1877
Principal Financial Group
PFG
$24.3B
$1K ﹤0.01%
+8
New +$551
PK icon
1878
Park Hotels & Resorts
PK
$3.08B
$1K ﹤0.01%
+21
New +$601
QQQE icon
1879
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$1K ﹤0.01%
+16
New +$678
QYLD icon
1880
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.88B
$1K ﹤0.01%
+50
New +$1.22K
SBSW icon
1881
Sibanye-Stillwater
SBSW
$6.05B
$1K ﹤0.01%
+265
New +$1.29K
SIVR icon
1882
abrdn Physical Silver Shares ETF
SIVR
$3.98B
$1K ﹤0.01%
+90
New +$1.47K
TECK icon
1883
Teck Resources
TECK
$28.2B
$1K ﹤0.01%
+48
New +$1.09K
TMQ
1884
Trilogy Metals
TMQ
$504M
$1K ﹤0.01%
+700
New +$672
TRAK icon
1885
ReposiTrak
TRAK
$160M
$1K ﹤0.01%
+100
New +$1.1K
TTNP
1886
DELISTED
Titan Pharmaceuticals
TTNP
– –
0
– –
UBSI icon
1887
United Bankshares
UBSI
$6.69B
$1K ﹤0.01%
+16
New +$577
UEC icon
1888
Uranium Energy
UEC
$4.47B
$1K ﹤0.01%
+500
New +$703
UNFI icon
1889
United Natural Foods
UNFI
$3.04B
$1K ﹤0.01%
+25
New +$1.09K
VSH icon
1890
Vishay Intertechnology
VSH
$4.6B
$1K ﹤0.01%
+51
New +$1.09K
VIRX
1891
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
$1K ﹤0.01%
+9
New +$844
IMGN
1892
DELISTED
Immunogen Inc
IMGN
$1K ﹤0.01%
+151
New +$931
AVTA
1893
DELISTED
Avantax, Inc. Common Stock
AVTA
$1K ﹤0.01%
+39
New +$869
DBS
1894
DELISTED
Invesco DB Silver Fund
DBS
$1K ﹤0.01%
+50
New +$1.28K
MTOR
1895
DELISTED
MERITOR, Inc.
MTOR
$1K ﹤0.01%
+62
New +$1.56K
TGP
1896
DELISTED
Teekay LNG Partners L.P.
TGP
$1K ﹤0.01%
+60
New +$1.09K
INOV
1897
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
$1K ﹤0.01%
+64
New +$1.02K
VER
1898
DELISTED
VEREIT, Inc.
VER
$1K ﹤0.01%
+19
New +$762
ETFC
1899
DELISTED
E*Trade Financial Corporation
ETFC
$1K ﹤0.01%
+11
New +$505
PER
1900
DELISTED
SANDRIDGE PERMIAN TRUST
PER
$1K ﹤0.01%
+375
New +$986
74 75
76
77 78

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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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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.