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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
VO icon
26
Vanguard Mid-Cap ETF
VO
$106B
$365M 0.77%
6,391,808
+1,287,112
+25% +$86.4M
DHR icon
27
Danaher
DHR
$135B
$363M 0.77%
2,081,159
+506,083
+32% +$110M
ICE icon
28
Intercontinental Exchange
ICE
$82.4B
$363M 0.77%
2,394,263
-11,333
-0.5% -$1.86M
CSCO icon
29
Cisco
CSCO
$450B
$358M 0.76%
6,724,756
-1,727,729
-20% -$106M
LNG icon
30
Cheniere Energy
LNG
$56.5B
$354M 0.75%
1,723,539
+451,895
+36% +$102M
VOO icon
31
Vanguard S&P 500 ETF
VOO
$968B
$352M 0.74%
771,008
+30,896
+4% +$16.7M
MCD icon
32
McDonald's
MCD
$188B
$341M 0.72%
1,135,910
+5,750
+0.5% +$1.72M
LIN icon
33
Linde
LIN
$237B
$338M 0.71%
818,884
-4,336
-0.5% -$1.95M
QCOM icon
34
Qualcomm
QCOM
$176B
$338M 0.71%
2,709,228
-341
-0% -$55.6K
SGOV icon
35
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$333M 0.7%
3,311,219
+3,227,812
+3,870% +$324M
HD icon
36
Home Depot
HD
$332B
$327M 0.69%
974,244
-248,598
-20% -$96.9M
UNP icon
37
Union Pacific
UNP
$183B
$325M 0.69%
1,560,812
-7,124
-0.5% -$1.71M
PEP icon
38
PepsiCo
PEP
$186B
$321M 0.68%
2,285,528
+347
+0% +$51.6K
ROP icon
39
Roper Technologies
ROP
$36.3B
$320M 0.67%
615,573
-4,823
-0.8% -$2.71M
JKHY icon
40
Jack Henry & Associates
JKHY
$10.7B
$316M 0.67%
1,931,554
-10,370
-0.5% -$1.81M
MLM icon
41
Martin Marietta Materials
MLM
$33.6B
$313M 0.66%
690,812
+217,200
+46% +$110M
SYK icon
42
Stryker
SYK
$127B
$302M 0.64%
894,863
+142,031
+19% +$54.1M
ADBE icon
43
Adobe
ADBE
$89.5B
$300M 0.63%
881,723
-18,571
-2% -$7.96M
AMT icon
44
American Tower
AMT
$77.7B
$297M 0.63%
1,451,613
-224,597
-13% -$44.1M
WDAY icon
45
Workday
WDAY
$33.4B
$297M 0.63%
1,409,215
+250,666
+22% +$64M
TEL icon
46
TE Connectivity
TEL
$58.8B
$287M 0.61%
2,346,628
-10,490
-0.4% -$1.55M
MNST icon
47
Monster Beverage
MNST
$91.4B
$279M 0.59%
5,065,933
+192,961
+4% +$10.1M
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$122B
$277M 0.59%
3,464,072
-323,280
-9% -$31.9M
EPD icon
49
Enterprise Products Partners
EPD
$83.8B
$273M 0.58%
9,401,349
-105,687
-1% -$3.52M
HWM icon
50
Howmet Aerospace
HWM
$116B
$269M 0.57%
2,350,643
+237,909
+11% +$30.2M
1
2
3 4 5

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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.