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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
SPG icon
476
Simon Property Group
SPG
$76.4B
$3M 0.01%
21,352
+3,942
+23% +$689K
ESTC icon
477
Elastic
ESTC
$6.7B
$2.98M 0.01%
40,581
+5,268
+15% +$547K
PRU icon
478
Prudential Financial
PRU
$42.6B
$2.98M 0.01%
31,286
-139
-0.4% -$15.8K
CTSH icon
479
Cognizant
CTSH
$25.2B
$2.97M 0.01%
44,692
-2,544
-5% -$207K
VST icon
480
Vistra
VST
$48.2B
$2.96M 0.01%
28,935
+10,203
+54% +$1.52M
KGS icon
481
Kodiak Gas Services
KGS
$5.55B
$2.93M 0.01%
96,982
+38,255
+65% +$1.63M
SCHX icon
482
Schwab US Large- Cap ETF
SCHX
$70.3B
$2.9M 0.01%
147,910
+18,427
+14% +$429K
PAYC icon
483
Paycom
PAYC
$7.88B
$2.88M 0.01%
14,904
-838
-5% -$177K
SPSM icon
484
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$2.86M 0.01%
80,887
-10,565
-12% -$465K
KDP icon
485
Keurig Dr Pepper
KDP
$42.8B
$2.85M 0.01%
85,046
+20,540
+32% +$667K
RMD icon
486
ResMed
RMD
$31.1B
$2.82M 0.01%
13,803
-174
-1% -$40.6K
HLF icon
487
Herbalife
HLF
$1.3B
$2.81M 0.01%
398,549
-14,516
-4% -$103K
COF icon
488
Capital One
COF
$128B
$2.76M 0.01%
18,090
+982
+6% +$185K
RTO icon
489
Rentokil
RTO
$14.8B
$2.75M 0.01%
138,121
+19,432
+16% +$469K
XLV icon
490
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$2.73M 0.01%
20,519
-547
-3% -$79.5K
WRB icon
491
W.R. Berkley
WRB
$28.1B
$2.7M 0.01%
41,383
-2,477
-6% -$152K
WPM icon
492
Wheaton Precious Metals
WPM
$49.7B
$2.7M 0.01%
38,242
+643
+2% +$42.9K
TGT icon
493
Target
TGT
$66.3B
$2.68M 0.01%
30,241
-11,700
-28% -$1.46M
UBER icon
494
Uber
UBER
$145B
$2.68M 0.01%
41,210
+1,176
+3% +$84.7K
LRCX icon
495
Lam Research
LRCX
$316B
$2.67M 0.01%
+44,386
New +$3.5M
MGK icon
496
Vanguard Morningstar Mega Cap Growth ETF
MGK
$31.3B
$2.67M 0.01%
48,725
+1,175
+2% +$79.3K
HSY icon
497
Hershey
HSY
$37.3B
$2.65M 0.01%
16,657
+100
+0.6% +$16.4K
SCHB icon
498
Schwab US Broad Market ETF
SCHB
$42.3B
$2.62M 0.01%
136,915
+17,306
+14% +$394K
GM icon
499
General Motors
GM
$80.9B
$2.6M 0.01%
61,313
+1,468
+2% +$72.3K
ED icon
500
Consolidated Edison
ED
$41.4B
$2.6M 0.01%
24,498
-297,938
-92% -$29.2M
18 19
20
21 22

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CWM
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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.