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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
ANET icon
401
Arista Networks
ANET
$214B
$4.84M 0.01%
+69,583
New +$7.06M
KMB icon
402
Kimberly-Clark
KMB
$37.5B
$4.83M 0.01%
36,227
-409
-1% -$55.1K
FIX icon
403
Comfort Systems
FIX
$57.2B
$4.82M 0.01%
15,443
+14,711
+2,010% +$5.93M
CWEN.A
404
DELISTED
Clearway Energy Class A
CWEN.A
$4.81M 0.01%
192,774
– –
BRZE icon
405
Braze
BRZE
$2.83B
$4.78M 0.01%
160,811
-3,560
-2% -$143K
BKV
406
BKV Corp
BKV
$2.57B
$4.77M 0.01%
300,200
-60,648
-17% -$1.37M
GILD icon
407
Gilead Sciences
GILD
$167B
$4.69M 0.01%
45,469
+264
+0.6% +$27.2K
CVS icon
408
CVS Health
CVS
$140B
$4.69M 0.01%
69,310
-8,519
-11% -$510K
AFL icon
409
Aflac
AFL
$65.9B
$4.69M 0.01%
46,974
-1,885
-4% -$200K
CPNG icon
410
Coupang
CPNG
$27.7B
$4.65M 0.01%
234,782
-40,340
-15% -$937K
PFD
411
Flaherty & Crumrine Preferred and Income Fund
PFD
$145M
$4.63M 0.01%
441,364
– –
ACEL icon
412
Accel Entertainment
ACEL
$1.01B
$4.57M 0.01%
457,786
-81,470
-15% -$887K
XYL icon
413
Xylem
XYL
$29.2B
$4.54M 0.01%
44,159
-2,000
-4% -$248K
ABNB icon
414
Airbnb
ABNB
$90.9B
$4.5M 0.01%
42,536
-345
-0.8% -$46.2K
VNQ icon
415
Vanguard Real Estate ETF
VNQ
$40B
$4.48M 0.01%
56,161
-7,550
-12% -$685K
PRSU
416
Pursuit Attractions and Hospitality Inc
PRSU
$1.48B
$4.48M 0.01%
150,418
+23,163
+18% +$905K
IEFA icon
417
iShares Core MSCI EAFE ETF
IEFA
$187B
$4.46M 0.01%
65,689
+10,687
+19% +$799K
CCOI icon
418
Cogent Communications
CCOI
$649M
$4.45M 0.01%
87,812
-1,693
-2% -$125K
ESS icon
419
Essex Property Trust
ESS
$18.9B
$4.43M 0.01%
17,405
-9,075
-34% -$2.65M
PFF icon
420
iShares Preferred and Income Securities ETF
PFF
$13.2B
$4.39M 0.01%
151,294
+43
+0% +$1.36K
HBAN icon
421
Huntington Bancshares
HBAN
$35B
$4.37M 0.01%
349,557
-1,000
-0.3% -$16.1K
TRV icon
422
Travelers Companies
TRV
$82.9B
$4.33M 0.01%
18,302
-948
-5% -$236K
ADSK icon
423
Autodesk
ADSK
$50.1B
$4.32M 0.01%
18,103
-1,797
-9% -$511K
SHY icon
424
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.31M 0.01%
52,171
-1,405
-3% -$116K
VOT icon
425
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$4.31M 0.01%
19,915
+201
+1% +$52.3K
15 16
17
18 19

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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.