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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
GIS icon
426
General Mills
GIS
$20.1B
$4.19M 0.01%
73,982
-2,715
-4% -$163K
URI icon
427
United Rentals
URI
$67.9B
$4.17M 0.01%
7,556
-4,956
-40% -$3.41M
SNA icon
428
Snap-on
SNA
$21.7B
$4.15M 0.01%
13,427
+157
+1% +$53.4K
HASI icon
429
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.95B
$4.14M 0.01%
170,706
+21
+0% +$595
MGV icon
430
Vanguard Mega Cap Value ETF
MGV
$13.3B
$4.12M 0.01%
35,856
+1,002
+3% +$130K
CSX icon
431
CSX Corp
CSX
$94.2B
$4.11M 0.01%
154,027
-817
-0.5% -$25.9K
APD icon
432
Air Products & Chemicals
APD
$65.2B
$4.05M 0.01%
16,309
+597
+4% +$184K
IVE icon
433
iShares S&P 500 Value ETF
IVE
$49.6B
$4.04M 0.01%
23,974
+26
+0.1% +$5.03K
SOLV icon
434
Solventum
SOLV
$14.9B
$4.01M 0.01%
63,720
-395
-0.6% -$29.4K
GTM
435
ZoomInfo Technologies
GTM
$967M
$3.98M 0.01%
537,763
+51,853
+11% +$544K
UNF icon
436
Unifirst Corp
UNF
$5.43B
$3.96M 0.01%
24,446
– –
UL icon
437
Unilever
UL
$144B
$3.95M 0.01%
60,636
-4,321
-7% -$279K
FAS icon
438
Direxion Daily Financial Bull 3x ETF
FAS
$2.52B
$3.91M 0.01%
37,124
– –
ORI icon
439
Old Republic International
ORI
$10.8B
$3.9M 0.01%
110,383
+372
+0.3% +$13.6K
EQR icon
440
Equity Residential
EQR
$25.5B
$3.9M 0.01%
63,079
+29
+0% +$2.05K
SYY icon
441
Sysco
SYY
$40.8B
$3.86M 0.01%
56,795
+3,832
+7% +$281K
SSB icon
442
SouthState Bank Corp
SSB
$10.3B
$3.8M 0.01%
47,152
+443
+0.9% +$43.6K
HYMB icon
443
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$3.79M 0.01%
157,022
-3,200
-2% -$82.1K
VLTO icon
444
Veralto
VLTO
$24.2B
$3.7M 0.01%
43,376
-7,393
-15% -$738K
PEG icon
445
Public Service Enterprise Group
PEG
$39.3B
$3.64M 0.01%
46,906
-615
-1% -$51.3K
VOE icon
446
Vanguard Mid-Cap Value ETF
VOE
$24.1B
$3.6M 0.01%
25,344
+2,001
+9% +$327K
HYG icon
447
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$3.51M 0.01%
46,272
-43,563
-48% -$3.46M
CULP icon
448
Culp Inc
CULP
$45.1M
$3.49M 0.01%
879,844
– –
DIA icon
449
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$3.49M 0.01%
9,257
+4
+0% +$1.73K
DFS
450
DELISTED
Discover Financial Services
DFS
$3.47M 0.01%
23,443
-412
-2% -$75.4K
16 17
18
19 20

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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.