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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
CARR icon
376
Carrier Global
CARR
$52.5B
$6.03M 0.01%
108,511
-1,246
-1% -$82.8K
NU icon
377
Nu Holdings
NU
$70.9B
$5.97M 0.01%
599,238
+54,081
+10% +$639K
IWO icon
378
iShares Russell 2000 Growth ETF
IWO
$14.4B
$5.86M 0.01%
26,127
-150
-0.6% -$42.3K
TFC icon
379
Truist Financial
TFC
$64.7B
$5.84M 0.01%
167,170
-3,541
-2% -$158K
IGF icon
380
iShares Global Infrastructure ETF
IGF
$10.9B
$5.79M 0.01%
114,613
+11,726
+11% +$629K
MSI icon
381
Motorola Solutions
MSI
$73.1B
$5.76M 0.01%
14,596
+124
+0.9% +$55.3K
INVH icon
382
Invitation Homes
INVH
$17.9B
$5.73M 0.01%
187,621
+337
+0.2% +$10.9K
FRSH icon
383
Freshworks
FRSH
$3.09B
$5.7M 0.01%
471,725
-9,390
-2% -$157K
PAGP icon
384
Plains GP Holdings
PAGP
$5.2B
$5.66M 0.01%
327,904
-550
-0.2% -$11.6K
WEC icon
385
WEC Energy
WEC
$37B
$5.61M 0.01%
54,489
-1,058,750
-95% -$108M
AMD icon
386
Advanced Micro Devices
AMD
$741B
$5.59M 0.01%
71,502
-10,116
-12% -$1.12M
TYL icon
387
Tyler Technologies
TYL
$13.7B
$5.56M 0.01%
10,662
-406
-4% -$241K
AYI icon
388
Acuity Brands
AYI
$10.3B
$5.56M 0.01%
24,902
-122
-0.5% -$36.9K
XLF icon
389
State Street Financial Select Sector SPDR ETF
XLF
$57.4B
$5.46M 0.01%
124,367
-11,037
-8% -$554K
PAYX icon
390
Paychex
PAYX
$42.3B
$5.44M 0.01%
39,719
+1,427
+4% +$210K
VEU icon
391
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$5.43M 0.01%
100,236
-4,245
-4% -$256K
CORZ icon
392
Core Scientific
CORZ
$6.63B
$5.37M 0.01%
824,891
+15,000
+2% +$171K
WSO icon
393
Watsco Inc
WSO
$15.1B
$5.25M 0.01%
11,333
+132
+1% +$65.1K
IBIT icon
394
iShares Bitcoin Trust
IBIT
$47.4B
$5.2M 0.01%
119,318
+50,154
+73% +$2.66M
EWY icon
395
iShares MSCI South Korea ETF
EWY
$21.1B
$5.15M 0.01%
105,265
-225
-0.2% -$12.5K
XLU icon
396
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$5.06M 0.01%
138,394
-1,866
-1% -$72.9K
SCHD icon
397
Schwab US Dividend Equity ETF
SCHD
$104B
$5.03M 0.01%
206,721
+974
+0.5% +$27.2K
PFO
398
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$119M
$5.02M 0.01%
588,511
– –
JCI icon
399
Johnson Controls International
JCI
$85.6B
$4.99M 0.01%
70,197
-3,029
-4% -$249K
GEV icon
400
GE Vernova
GEV
$251B
$4.92M 0.01%
17,163
-206
-1% -$71.8K
14 15
16
17 18

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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.