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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
IJR icon
276
iShares Core S&P Small-Cap ETF
IJR
$110B
$15.8M 0.03%
174,834
-17,833
-9% -$2.01M
KNTK icon
277
Kinetik
KNTK
$3.64B
$15.8M 0.03%
+376,194
New +$22.1M
BMY icon
278
Bristol-Myers Squibb
BMY
$130B
$15.8M 0.03%
297,084
-10,498
-3% -$612K
KMI icon
279
Kinder Morgan
KMI
$70.3B
$15.6M 0.03%
619,968
+136,534
+28% +$3.78M
RRX icon
280
Regal Rexnord
RRX
$13.5B
$15.6M 0.03%
165,349
-1,498
-0.9% -$208K
BIP icon
281
Brookfield Infrastructure Partners
BIP
$19.3B
$15.5M 0.03%
572,938
-22,766
-4% -$714K
GLD icon
282
SPDR Gold Trust
GLD
$131B
$15.5M 0.03%
56,172
-4,926
-8% -$1.3M
NOW icon
283
ServiceNow
NOW
$114B
$15.3M 0.03%
105,355
-347,845
-77% -$67M
PCOR icon
284
Procore
PCOR
$7.37B
$15.3M 0.03%
271,330
+11,929
+5% +$900K
MBB icon
285
iShares MBS ETF
MBB
$39.2B
$15.2M 0.03%
164,091
+4,788
+3% +$443K
WFC icon
286
Wells Fargo
WFC
$263B
$15M 0.03%
241,203
-8,266
-3% -$621K
WCC
287
WESCO International
WCC
$16.1B
$15M 0.03%
112,546
-779
-0.7% -$139K
BAC icon
288
Bank of America
BAC
$439B
$14.9M 0.03%
425,321
-5,986
-1% -$267K
MO icon
289
Altria Group
MO
$125B
$14.9M 0.03%
267,685
+7,159
+3% +$391K
IWS icon
290
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$14.8M 0.03%
134,123
-1,729
-1% -$225K
ZWS icon
291
Zurn Elkay Water Solutions
ZWS
$8.23B
$14.8M 0.03%
517,683
+2,079
+0.4% +$74.9K
PNR icon
292
Pentair
PNR
$10.8B
$14.6M 0.03%
191,098
+1,211
+0.6% +$115K
MINT icon
293
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$14.5M 0.03%
144,744
+98,430
+213% +$9.89M
YUM icon
294
Yum! Brands
YUM
$41.4B
$14.4M 0.03%
101,784
-2,337
-2% -$337K
VRT icon
295
Vertiv
VRT
$104B
$14.2M 0.03%
226,483
-619,988
-73% -$66M
MPC icon
296
Marathon Petroleum
MPC
$89.3B
$13.9M 0.03%
116,895
-20,293
-15% -$3M
NET icon
297
Cloudflare
NET
$93.7B
$13.8M 0.03%
141,217
+136,185
+2,706% +$18.1M
FND icon
298
Floor & Decor
FND
$6.14B
$13.7M 0.03%
196,441
-2,888
-1% -$273K
VUG icon
299
Vanguard Growth ETF
VUG
$216B
$13.5M 0.03%
246,606
-10,176
-4% -$686K
OSK icon
300
Oshkosh
OSK
$9.51B
$13.3M 0.03%
168,557
-499
-0.3% -$49.9K
10 11
12
13 14

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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 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.