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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
PGR icon
326
Progressive
PGR
$128B
$9.88M 0.02%
37,926
+19,958
+111% +$5.22M
PBA icon
327
Pembina Pipeline
PBA
$29B
$9.87M 0.02%
279,426
-5,403
-2% -$203K
LNT icon
328
Alliant Energy
LNT
$19.1B
$9.65M 0.02%
164,195
-798
-0.5% -$48.8K
VGT icon
329
Vanguard Information Technology ETF
VGT
$136B
$9.6M 0.02%
163,312
+24,568
+18% +$1.85M
SBAC icon
330
SBA Communications
SBAC
$18.6B
$9.48M 0.02%
45,470
-77,537
-63% -$16.2M
VYM icon
331
Vanguard High Dividend Yield ETF
VYM
$81.9B
$9.38M 0.02%
81,698
-1,816
-2% -$238K
GMED icon
332
Globus Medical
GMED
$10.9B
$9.34M 0.02%
136,118
-727
-0.5% -$60.1K
GTLB icon
333
GitLab
GTLB
$5.57B
$9.32M 0.02%
230,085
+168,001
+271% +$10.3M
BIO icon
334
Bio-Rad Laboratories Class A
BIO
$8.86B
$9.13M 0.02%
41,410
-696
-2% -$209K
IYW icon
335
iShares US Technology ETF
IYW
$23B
$8.99M 0.02%
73,360
-10,538
-13% -$1.64M
IGIB icon
336
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$8.84M 0.02%
172,146
-10,031
-6% -$521K
INTC icon
337
Intel
INTC
$435B
$8.84M 0.02%
487,433
-3,447
-0.7% -$75.4K
NSC icon
338
Norfolk Southern
NSC
$76.1B
$8.72M 0.02%
42,257
-459
-1% -$112K
WIX icon
339
WIX.com
WIX
$2.45B
$8.66M 0.02%
57,859
-6,441
-10% -$1.34M
BA icon
340
Boeing
BA
$175B
$8.64M 0.02%
62,010
+10,027
+19% +$1.74M
AON icon
341
Aon
AON
$81.4B
$8.61M 0.02%
23,902
+4,891
+26% +$1.88M
SKX
342
DELISTED
Skechers
SKX
$8.59M 0.02%
188,964
+188,940
+787,250% +$12.3M
ARCC icon
343
Ares Capital
ARCC
$13.7B
$8.37M 0.02%
442,588
-1,159
-0.3% -$26.3K
IWV icon
344
iShares Russell 3000 ETF
IWV
$19.5B
$8.32M 0.02%
29,538
+5,142
+21% +$1.72M
NKE icon
345
Nike
NKE
$63.9B
$8.24M 0.02%
154,683
-10,723
-6% -$789K
PCG icon
346
PG&E
PCG
$39.2B
$8M 0.02%
501,982
+495,013
+7,103% +$8.21M
MNR icon
347
Mach Natural Resources
MNR
$2.23B
$7.98M 0.02%
+600,000
New +$9.68M
SPYV icon
348
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$7.92M 0.02%
175,512
+6,246
+4% +$324K
EWT icon
349
iShares MSCI Taiwan ETF
EWT
$9.59B
$7.88M 0.02%
192,500
– –
SCI icon
350
Service Corp International
SCI
$11.7B
$7.73M 0.02%
105,027
+658
+0.6% +$51.8K
12 13
14
15 16

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CWM
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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.