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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
-1.08%
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
$47.4B
AUM Growth
-$7.8B
Cap. Flow
+$97.3M
Cap. Flow %
0.21%
Top 10 Hldgs %
27.26%
Holding
3,317
New
346
Increased
978
Reduced
1,036
Closed
238

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$324M
2
BLK icon
Blackrock
BLK
+$260M
3
AVGO icon
Broadcom
AVGO
+$189M
4
ETN icon
Eaton
ETN
+$186M
5
ELV icon
Elevance Health
ELV
+$167M

Top Sells

Rank Stock Value
1
FTAI icon
FTAI Aviation
FTAI
+$431M
2
HON icon
Honeywell
HON
+$225M
3
USB icon
US Bancorp
USB
+$224M
4
ARES icon
Ares Management
ARES
+$145M
5
BX icon
Blackstone
BX
+$129M

Sector Composition

Rank Sector Weight
1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
226
Marvell Technology
MRVL
$157B
$26.9M 0.06%
537,691
-956,931
-64% -$92.8M
BKLN icon
227
Invesco Senior Loan ETF
BKLN
$6.97B
$26.9M 0.06%
1,334,445
-46,090
-3% -$967K
LYV icon
228
Live Nation Entertainment
LYV
$42.1B
$26.7M 0.06%
224,892
+62,921
+39% +$8.59M
KEYS icon
229
Keysight
KEYS
$52.2B
$26.7M 0.06%
208,527
-167
-0.1% -$27.6K
RVTY icon
230
Revvity
RVTY
$12.4B
$26.7M 0.06%
290,424
-3,190
-1% -$368K
ACES icon
231
ALPS Clean Energy ETF
ACES
$109M
$25.4M 0.05%
1,258,723
-132,881
-10% -$3.31M
DPZ icon
232
Domino's
DPZ
$11.6B
$24.8M 0.05%
57,553
+455
+0.8% +$206K
EEM icon
233
iShares MSCI Emerging Markets ETF
EEM
$28B
$24M 0.05%
622,050
-350,241
-36% -$15.2M
BERY
234
DELISTED
Berry Global Group, Inc.
BERY
$23.8M 0.05%
385,791
+1,838
+0.5% +$128K
ENTG icon
235
Entegris
ENTG
$18B
$23.8M 0.05%
378,006
-4,420
-1% -$446K
LQD icon
236
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.5B
$23.7M 0.05%
224,639
+34,503
+18% +$3.72M
VCSH icon
237
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$23.5M 0.05%
300,522
+7,841
+3% +$615K
VVV icon
238
Valvoline
VVV
$5.13B
$23.3M 0.05%
740,002
+223,586
+43% +$8.16M
PFE icon
239
Pfizer
PFE
$144B
$23.2M 0.05%
1,061,906
+83,274
+9% +$2.18M
BDX icon
240
Becton Dickinson
BDX
$45.8B
$22.3M 0.05%
111,162
-565
-0.5% -$131K
SUB icon
241
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$22.2M 0.05%
211,503
+2,752
+1% +$291K
ALGN icon
242
Align Technology
ALGN
$12.6B
$22.1M 0.05%
152,827
+8,452
+6% +$1.66M
STEP icon
243
StepStone Group
STEP
$3.65B
$21.7M 0.05%
511,504
-897,585
-64% -$52.8M
SBUX icon
244
Starbucks
SBUX
$118B
$21.6M 0.05%
270,803
+14,526
+6% +$1.5M
SAIA icon
245
Saia
SAIA
$10.9B
$21.3M 0.05%
66,014
-1,158
-2% -$504K
CW icon
246
Curtiss-Wright
CW
$26.9B
$21M 0.04%
71,824
+27,231
+61% +$9.19M
MCO icon
247
Moody's
MCO
$83.9B
$20.5M 0.04%
51,599
+878
+2% +$423K
NVO
248
Novo Nordisk
NVO
$225B
$20.4M 0.04%
331,663
+287,784
+656% +$23.8M
EPI icon
249
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$20.3M 0.04%
490,973
-3,327
-0.7% -$143K
TM icon
250
Toyota
TM
$221B
$20.2M 0.04%
126,762
+7,703
+6% +$1.43M
8 9
10
11 12

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CIBC Private Wealth Group's Q1 2025 Portfolio in Review

As of Q1 2025, CIBC Private Wealth Group held 3,317 positions worth $47.4B, down 14% from $55.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2025 filing shows 346 new, 978 increased, 1,036 reduced and 238 closed positions. Its largest new stake was Blackrock: 265,301 shares worth $216M. The largest sale was FTAI Aviation, an estimated $431M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2025 buy was Blackrock: 265,301 shares worth $216M.
  • CIBC Private Wealth Group added most to iShares 0-3 Month Treasury Bond ETF in Q1 2025, an estimated $324M increase.
  • CIBC Private Wealth Group's biggest Q1 2025 reduction was FTAI Aviation, cutting an estimated $431M.
  • CIBC Private Wealth Group fully exited ENLINK MIDSTREAM, LLC in Q1 2025, selling an estimated $45.1M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $47.4B portfolio in Q1 2025.
  • CIBC Private Wealth Group opened 346 new positions and closed 238 in Q1 2025.
  • CIBC Private Wealth Group's portfolio value fell 14% quarter-over-quarter to $47.4B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.