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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
SBSW icon
2076
Sibanye-Stillwater
SBSW
$5.92B
– –
-265
Closed -$1K
SF
2077
Stifel
SF
$12.3B
– –
-63,324
Closed -$1.67M
SGRP
2078
DELISTED
SPAR Group
SGRP
$0 ﹤0.01%
200
– –
SHO icon
2079
Sunstone Hotel Investors
SHO
$2.19B
– –
-81
Closed -$1K
SLDB icon
2080
Solid Biosciences
SLDB
$771M
– –
-55
Closed -$6K
SLG icon
2081
SL Green Realty
SLG
$3.88B
– –
-39
Closed -$4K
SLX icon
2082
VanEck Steel ETF
SLX
$166M
– –
-5,520
Closed -$253K
SON icon
2083
Sonoco
SON
$5.76B
– –
-43
Closed -$2K
SPXU icon
2084
ProShares UltraPro Short S&P 500
SPXU
$436M
– –
0
– –
SPYG icon
2085
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
– –
-615
Closed -$21K
SQQQ icon
2086
ProShares UltraPro Short QQQ
SQQQ
$2.21B
– –
0
– -$18K
SVXY icon
2087
ProShares Short VIX Short-Term Futures ETF
SVXY
$220M
– –
-2,000
Closed -$47K
TAOP icon
2088
Taoping
TAOP
$7.84M
– –
0
– –
TFSL icon
2089
TFS Financial
TFSL
$5.1B
– –
-125
Closed -$2K
TIMB icon
2090
TIM SA
TIMB
$10.2B
– –
-83,216
Closed -$1.8M
TLPH icon
2091
Talphera
TLPH
$70.1M
$0 ﹤0.01%
3
– –
TPH
2092
DELISTED
Tri Pointe Homes
TPH
– –
-448
Closed -$7K
TRNO icon
2093
Terreno Realty
TRNO
$7.68B
– –
-53,013
Closed -$1.83M
TZA icon
2094
Direxion Daily Small Cap Bear 3x ETF
TZA
$213M
– –
0
– –
UNM icon
2095
Unum
UNM
$13.8B
– –
-1,142
Closed -$54K
URA icon
2096
Global X Uranium ETF
URA
$5.52B
– –
-3,717
Closed -$45K
UTHR icon
2097
United Therapeutics
UTHR
$26.3B
– –
-18
Closed -$2K
VIAV icon
2098
Viavi Solutions
VIAV
$9.75B
$0 ﹤0.01%
27
– –
VIOO icon
2099
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.13B
– –
-366
Closed -$26K
VNOM icon
2100
Viper Energy
VNOM
$8.81B
– –
-1,056
Closed -$27K
82 83
84
85 86

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CWM
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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 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.