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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
WK icon
551
Workiva
WK
$3.45B
$1.81M ﹤0.01%
29,203
-8,914
-23% -$842K
VTEB icon
552
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.81M ﹤0.01%
37,463
+3,380
+10% +$169K
COO icon
553
Cooper Companies
COO
$14.2B
$1.8M ﹤0.01%
25,167
-460
-2% -$41.2K
TLN
554
Talen Energy Corp
TLN
$15.1B
$1.8M ﹤0.01%
9,853
-1,790
-15% -$388K
QSR icon
555
Restaurant Brands International
QSR
$26.2B
$1.79M ﹤0.01%
29,815
+2,194
+8% +$141K
STZ icon
556
Constellation Brands
STZ
$22.5B
$1.76M ﹤0.01%
10,307
-1,843
-15% -$335K
RJF icon
557
Raymond James Financial
RJF
$33.5B
$1.76M ﹤0.01%
14,112
-2,343
-14% -$364K
ZBH icon
558
Zimmer Biomet
ZBH
$18.8B
$1.75M ﹤0.01%
17,035
-983
-5% -$105K
KMX icon
559
CarMax
KMX
$8.39B
$1.75M ﹤0.01%
23,852
-508
-2% -$40.7K
KLAC icon
560
KLA
KLAC
$222B
$1.74M ﹤0.01%
28,940
-7,130
-20% -$514K
LH icon
561
Labcorp
LH
$25.2B
$1.73M ﹤0.01%
7,967
-3,127
-28% -$759K
XLE icon
562
State Street Energy Select Sector SPDR ETF
XLE
$39B
$1.73M ﹤0.01%
45,370
-3,884
-8% -$175K
NUE icon
563
Nucor
NUE
$58.3B
$1.72M ﹤0.01%
16,632
+414
+3% +$53.3K
CEF icon
564
Sprott Physical Gold and Silver Trust
CEF
$7.38B
$1.72M ﹤0.01%
65,241
+6,756
+12% +$178K
ICF icon
565
iShares Select U.S. REIT ETF
ICF
$2.13B
$1.69M ﹤0.01%
31,032
-168
-0.5% -$10.3K
NOBL icon
566
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$1.69M ﹤0.01%
37,114
+36
+0.1% +$1.83K
RCL icon
567
Royal Caribbean
RCL
$86.8B
$1.66M ﹤0.01%
9,229
+381
+4% +$89.9K
PGX icon
568
Invesco Preferred ETF
PGX
$3.79B
$1.65M ﹤0.01%
151,302
-4,932
-3% -$57.1K
VT icon
569
Vanguard Total World Stock ETF
VT
$75.3B
$1.64M ﹤0.01%
15,854
+68
+0.4% +$8.14K
ONEQ icon
570
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.97B
$1.63M ﹤0.01%
26,987
– –
SNPS icon
571
Synopsys
SNPS
$71.6B
$1.62M ﹤0.01%
4,235
+14
+0.3% +$6.8K
PPG icon
572
PPG Industries
PPG
$24.9B
$1.61M ﹤0.01%
17,601
+405
+2% +$46.7K
AAON icon
573
Aaon
AAON
$6.95B
$1.6M ﹤0.01%
21,908
+306
+1% +$31.6K
ATR icon
574
AptarGroup
ATR
$8.69B
$1.6M ﹤0.01%
11,962
-81
-0.7% -$12.2K
DCI icon
575
Donaldson
DCI
$10.7B
$1.57M ﹤0.01%
26,605
-2,282
-8% -$158K
21 22
23
24 25

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CWM
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VRS
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FAF
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BGIM
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CIM
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PPFA
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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.