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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
VZ icon
351
Verizon
VZ
$201B
$7.65M 0.02%
181,361
-7,396
-4% -$308K
USB icon
352
US Bancorp
USB
$99.1B
$7.63M 0.02%
209,556
-4,862,503
-96% -$224M
DTE icon
353
DTE Energy
DTE
$30.4B
$7.58M 0.02%
59,517
+1,117
+2% +$143K
IVW icon
354
iShares S&P 500 Growth ETF
IVW
$71.1B
$7.58M 0.02%
91,317
-3,528
-4% -$356K
XLK icon
355
State Street Technology Select Sector SPDR ETF
XLK
$110B
$7.4M 0.02%
82,298
-7,798
-9% -$884K
EW icon
356
Edwards Lifesciences
EW
$48.8B
$7.38M 0.02%
110,023
-116,149
-51% -$8.31M
PR
357
Permian Resources
PR
$17.2B
$7.28M 0.02%
702,514
+700,364
+32,575% +$10M
INR
358
Infinity Natural Resources
INR
$241M
$7.25M 0.02%
+480,500
New +$9.01M
T icon
359
AT&T
T
$168B
$7.22M 0.02%
273,525
-1,118
-0.4% -$28.1K
DVY icon
360
iShares Select Dividend ETF
DVY
$24.1B
$7.15M 0.02%
60,437
+362
+0.6% +$48.5K
AEP icon
361
American Electric Power
AEP
$71.9B
$7M 0.01%
69,128
-881
-1% -$89.2K
PLTR icon
362
Palantir
PLTR
$297B
$6.97M 0.01%
90,136
-18,726
-17% -$1.64M
FTAI icon
363
FTAI Aviation
FTAI
$20.8B
$6.95M 0.01%
77,218
-3,647,373
-98% -$431M
FDX icon
364
FedEx
FDX
$73.3B
$6.8M 0.01%
34,331
-100
-0.3% -$25.9K
FAST icon
365
Fastenal
FAST
$54.7B
$6.73M 0.01%
189,118
-3,082
-2% -$116K
IWN icon
366
iShares Russell 2000 Value ETF
IWN
$14.4B
$6.73M 0.01%
51,054
-693
-1% -$112K
MCK icon
367
McKesson
MCK
$106B
$6.64M 0.01%
10,168
-283
-3% -$175K
SDY icon
368
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$6.49M 0.01%
53,340
-4,875
-8% -$656K
PXF icon
369
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.83B
$6.43M 0.01%
139,147
– –
AM icon
370
Antero Midstream
AM
$10.4B
$6.43M 0.01%
403,030
+12,319
+3% +$204K
SUN icon
371
Sunoco
SUN
$14.6B
$6.31M 0.01%
125,189
-106,162
-46% -$6.01M
HCA icon
372
HCA Healthcare
HCA
$90.9B
$6.29M 0.01%
18,934
-1,125
-6% -$362K
FLOT icon
373
iShares Floating Rate Bond ETF
FLOT
$10.2B
$6.28M 0.01%
125,253
+12,520
+11% +$638K
MDY icon
374
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$6.19M 0.01%
13,210
-309
-2% -$175K
GL icon
375
Globe Life
GL
$13.9B
$6.14M 0.01%
54,215
+11
+0% +$1.35K
13 14
15
16 17

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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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PPFA
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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.