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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
CCK icon
501
Crown Holdings
CCK
$13B
$2.6M 0.01%
33,103
-8,769
-21% -$765K
POST icon
502
Post Holdings
POST
$4.42B
$2.54M 0.01%
22,655
-4,066
-15% -$451K
CHWY icon
503
Chewy
CHWY
$9.54B
$2.52M 0.01%
80,590
+78,705
+4,175% +$2.82M
YOU icon
504
Clear Secure
YOU
$5.89B
$2.5M 0.01%
104,401
+1,605
+2% +$39.9K
LILAK icon
505
Liberty Latin America Class C
LILAK
$1.69B
$2.47M 0.01%
519,638
-391,152
-43% -$2.37M
VRSK icon
506
Verisk Analytics
VRSK
$27.9B
$2.43M 0.01%
8,772
-565
-6% -$163K
OXY icon
507
Occidental Petroleum
OXY
$55.7B
$2.41M 0.01%
66,716
+15,174
+29% +$741K
BILL icon
508
BILL Holdings
BILL
$4.72B
$2.4M 0.01%
63,374
+51,556
+436% +$3.47M
JEF icon
509
Jefferies Financial Group
JEF
$12.7B
$2.38M 0.01%
58,032
+181
+0.3% +$12.3K
FCPT icon
510
Four Corners Property Trust
FCPT
$2.89B
$2.38M 0.01%
91,345
+17,665
+24% +$494K
TEAM icon
511
Atlassian
TEAM
$26.5B
$2.35M 0.01%
12,761
+11,890
+1,365% +$3.14M
CBOE icon
512
Cboe Global Markets
CBOE
$32.2B
$2.33M ﹤0.01%
11,193
-254
-2% -$52.7K
IBB icon
513
iShares Biotechnology ETF
IBB
$9.45B
$2.33M ﹤0.01%
20,764
+7,136
+52% +$968K
PYPL icon
514
PayPal
PYPL
$50.3B
$2.32M ﹤0.01%
40,427
+6,246
+18% +$487K
TNL icon
515
Travel + Leisure Co
TNL
$4.76B
$2.3M ﹤0.01%
59,412
-980
-2% -$51.4K
CM icon
516
Canadian Imperial Bank of Commerce
CM
$106B
$2.27M ﹤0.01%
41,500
-68
-0.2% -$4.1K
TT icon
517
Trane Technologies
TT
$98.8B
$2.26M ﹤0.01%
7,172
-37
-0.5% -$13.4K
WFC.PRL icon
518
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
$2.25M ﹤0.01%
1,940
– –
KR icon
519
Kroger
KR
$36.7B
$2.22M ﹤0.01%
33,402
-12,567
-27% -$796K
EOG icon
520
EOG Resources
EOG
$77.7B
$2.16M ﹤0.01%
20,543
-12,236
-37% -$1.57M
VXUS icon
521
Vanguard Total International Stock ETF
VXUS
$151B
$2.16M ﹤0.01%
38,822
-7,748
-17% -$479K
LAMR icon
522
Lamar Advertising Co
LAMR
$16.7B
$2.14M ﹤0.01%
20,860
-10
-0% -$1.22K
SCHG icon
523
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$2.13M ﹤0.01%
95,650
-19,382
-17% -$531K
CERT icon
524
Certara
CERT
$1.26B
$2.11M ﹤0.01%
232,915
+26,198
+13% +$318K
GLW icon
525
Corning
GLW
$107B
$2.09M ﹤0.01%
53,449
-1,087
-2% -$53.7K
19 20
21
22 23

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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.