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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
RY icon
526
Royal Bank of Canada
RY
$287B
$2.07M ﹤0.01%
19,033
+2,738
+17% +$322K
WTW icon
527
Willis Towers Watson
WTW
$29.8B
$2.05M ﹤0.01%
6,785
-24
-0.4% -$7.82K
BSM icon
528
Black Stone Minerals
BSM
$3.14B
$2.05M ﹤0.01%
156,070
+6,600
+4% +$99.1K
FBTC icon
529
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$2.04M ﹤0.01%
30,494
+3,806
+14% +$310K
GEN icon
530
Gen Digital
GEN
$16.5B
$2.03M ﹤0.01%
86,217
+909
+1% +$24.9K
O icon
531
Realty Income
O
$61.1B
$2M ﹤0.01%
38,352
+11,310
+42% +$626K
IWY icon
532
iShares Russell Top 200 Growth ETF
IWY
$15.2B
$2M ﹤0.01%
10,642
+2,738
+35% +$630K
HGV icon
533
Hilton Grand Vacations
HGV
$4.04B
$1.98M ﹤0.01%
62,316
-2,377
-4% -$94.8K
SLV icon
534
iShares Silver Trust
SLV
$27.7B
$1.96M ﹤0.01%
72,375
-4,378
-6% -$127K
RPV icon
535
Invesco S&P 500 Pure Value ETF
RPV
$1.66B
$1.95M ﹤0.01%
23,857
+42
+0.2% +$3.87K
FNDX icon
536
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$1.94M ﹤0.01%
93,103
-1,929
-2% -$46.6K
AIG icon
537
American International
AIG
$42.5B
$1.93M ﹤0.01%
24,864
+4,353
+21% +$338K
CRL icon
538
Charles River Laboratories
CRL
$11.3B
$1.91M ﹤0.01%
15,466
+1,869
+14% +$313K
PHYS icon
539
Sprott Physical Gold
PHYS
$14.6B
$1.91M ﹤0.01%
82,793
+10,884
+15% +$241K
EXR icon
540
Extra Space Storage
EXR
$32.3B
$1.9M ﹤0.01%
15,036
-42
-0.3% -$6.37K
XLY icon
541
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$1.86M ﹤0.01%
21,114
-2,116
-9% -$229K
HTGC icon
542
Hercules Capital
HTGC
$2.99B
$1.85M ﹤0.01%
114,002
-676
-0.6% -$13.6K
TLT icon
543
iShares 20+ Year Treasury Bond ETF
TLT
$42.4B
$1.84M ﹤0.01%
20,817
+220
+1% +$19.6K
OI icon
544
O-I Glass
OI
$1.18B
$1.84M ﹤0.01%
190,819
-33,559
-15% -$382K
GBTC icon
545
Grayscale Bitcoin Trust
GBTC
$9.54B
$1.83M ﹤0.01%
30,189
-1,151
-4% -$84.8K
ON icon
546
ON Semiconductor
ON
$30.7B
$1.82M ﹤0.01%
57,062
+34,693
+155% +$1.75M
AZ icon
547
A2Z Smart Technologies
AZ
$241M
$1.82M ﹤0.01%
+268,818
New +$1.87M
CHTR icon
548
Charter Communications
CHTR
$17.3B
$1.82M ﹤0.01%
5,655
+180
+3% +$64.4K
LPLA icon
549
LPL Financial
LPLA
$27B
$1.82M ﹤0.01%
6,329
-1,696
-21% -$591K
KKR icon
550
KKR & Co
KKR
$89.1B
$1.81M ﹤0.01%
19,157
-3,174
-14% -$437K
20 21
22
23 24

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CWM
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FAF
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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.