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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
RSG icon
251
Republic Services
RSG
$66.6B
$20.1M 0.04%
88,554
-385
-0.4% -$86.3K
PSX icon
252
Phillips 66
PSX
$82.5B
$19.8M 0.04%
213,645
+84,401
+65% +$10.4M
ULTA icon
253
Ulta Beauty
ULTA
$21.6B
$19.8M 0.04%
60,273
-8,220
-12% -$3.13M
GD icon
254
General Dynamics
GD
$106B
$19.6M 0.04%
77,144
-101
-0.1% -$26.3K
TTD icon
255
Trade Desk
TTD
$8.89B
$19.6M 0.04%
432,147
-233,396
-35% -$21.1M
GWW icon
256
W.W. Grainger
GWW
$66B
$19.3M 0.04%
20,954
+8,455
+68% +$8.74M
IR icon
257
Ingersoll Rand
IR
$33.9B
$18.8M 0.04%
281,499
-190,641
-40% -$16.6M
ENB icon
258
Enbridge
ENB
$121B
$18.6M 0.04%
451,775
-7,141
-2% -$311K
CI icon
259
Cigna
CI
$79.6B
$18.5M 0.04%
58,823
-8,185
-12% -$2.47M
SPYG icon
260
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$18.4M 0.04%
256,087
-48,692
-16% -$4.25M
IVZ icon
261
Invesco
IVZ
$13B
$18.2M 0.04%
1,498,442
-213,077
-12% -$3.64M
DUK icon
262
Duke Energy
DUK
$101B
$18.2M 0.04%
156,644
-224,579
-59% -$25.6M
EQNR icon
263
Equinor
EQNR
$90.9B
$18M 0.04%
814,875
+87,143
+12% +$2.11M
PINS icon
264
Pinterest
PINS
$13.6B
$17.7M 0.04%
718,768
-269,635
-27% -$9.14M
INTU icon
265
Intuit
INTU
$85.6B
$17.7M 0.04%
32,461
-128,956
-80% -$77.4M
MDB icon
266
MongoDB
MDB
$25B
$17.5M 0.04%
120,173
+34,654
+41% +$8.44M
TRP icon
267
TC Energy
TRP
$70.5B
$17.4M 0.04%
391,375
+39,264
+11% +$1.83M
TXO icon
268
TXO Partners LP
TXO
$705M
$17.3M 0.04%
1,059,599
-229
-0% -$4.35K
MAS icon
269
Masco
MAS
$16.5B
$17.2M 0.04%
292,444
-100,893
-26% -$7.55M
LMT icon
270
Lockheed Martin
LMT
$134B
$17.1M 0.04%
38,647
+751
+2% +$346K
STR
271
DELISTED
Sitio Royalties
STR
$16.9M 0.04%
1,119,143
– –
BEP icon
272
Brookfield Renewable
BEP
$9.7B
$16.8M 0.04%
832,364
-6,275
-0.7% -$140K
TMCI icon
273
Treace Medical Concepts
TMCI
$260M
$16.3M 0.03%
2,293,523
+405,257
+21% +$3.64M
BAM icon
274
Brookfield Asset Management
BAM
$76.7B
$16.2M 0.03%
377,282
+3,767
+1% +$205K
CWEN icon
275
Clearway Energy Class C
CWEN
$4.9B
$15.8M 0.03%
592,151
-230,667
-28% -$6.27M
9 10
11
12 13

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VRS
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FAF
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BGIM
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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.