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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
BGB
1926
Blackstone Strategic Credit 2027 Term Fund
BGB
$500M
– –
-15,000
Closed -$240K
BGH
1927
Barings Global Short Duration High Yield Fund
BGH
$281M
– –
-18,650
Closed -$384K
BLIN icon
1928
Bridgeline Digital
BLIN
$14.5M
$0 ﹤0.01%
+2
New +$262
BLUE
1929
DELISTED
bluebird bio
BLUE
– –
-214
Closed -$381K
BRX icon
1930
Brixmor Property Group
BRX
$9.72B
– –
-10,800
Closed -$203K
CASI
1931
DELISTED
CASI Pharmaceuticals
CASI
$0 ﹤0.01%
+10
New +$272
CENN icon
1932
Cenntro
CENN
$8.58M
– –
0
– –
CM icon
1933
Canadian Imperial Bank of Commerce
CM
$106B
– –
-7,498
Closed -$328K
CMCO icon
1934
Columbus McKinnon
CMCO
$422M
$0 ﹤0.01%
+4
New +$153
COHR icon
1935
Coherent
COHR
$43.4B
$0 ﹤0.01%
+3
New +$135
COOP
1936
DELISTED
Mr. Cooper
COOP
$0 ﹤0.01%
+26
New +$250
CREG
1937
DELISTED
Smart Powerr
CREG
– –
0
– –
CSIQ icon
1938
Canadian Solar
CSIQ
$932M
$0 ﹤0.01%
+10
New +$172
CVLG icon
1939
Covenant Logistics
CVLG
$1.04B
$0 ﹤0.01%
+14
New +$201
EG icon
1940
Everest Group
EG
$15.6B
– –
-1,000
Closed -$228K
EVH icon
1941
Evolent Health
EVH
$371M
$0 ﹤0.01%
+35
New +$493
EYPT icon
1942
EyePoint Inc
EYPT
$999M
$0 ﹤0.01%
+30
New +$361
FNDE icon
1943
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$0 ﹤0.01%
+2
New +$59
FWDI
1944
Forward Industries Inc
FWDI
$280M
$0 ﹤0.01%
+5
New +$63
FTXL icon
1945
First Trust Nasdaq Semiconductor ETF
FTXL
$1.93B
$0 ﹤0.01%
+10
New +$304
GLQ
1946
Clough Global Equity Fund
GLQ
$151M
– –
-26,500
Closed -$351K
GOF icon
1947
Guggenheim Strategic Opportunities Fund
GOF
$2.2B
– –
-29,500
Closed -$628K
HGV icon
1948
Hilton Grand Vacations
HGV
$4.04B
$0 ﹤0.01%
+10
New +$407
STRR
1949
Star Equity Holdings
STRR
$40.1M
– –
0
– –
BRSL
1950
Brightstar Lottery PLC
BRSL
$1.9B
$0 ﹤0.01%
+18
New +$461
76 77
78
79 80

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Comerica Bank
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CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
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.