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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
PHO icon
576
Invesco Water Resources ETF
PHO
$2.03B
$1.56M ﹤0.01%
26,917
-1,793
-6% -$119K
IJJ icon
577
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$1.56M ﹤0.01%
15,033
+114
+0.8% +$14.3K
LBRDK icon
578
Liberty Broadband Class C
LBRDK
$4.89B
$1.56M ﹤0.01%
21,128
+152
+0.7% +$12.2K
SGI
579
Somnigroup International
SGI
$14.4B
$1.55M ﹤0.01%
28,380
– –
WBD icon
580
Warner Bros
WBD
$64.3B
$1.54M ﹤0.01%
200,072
+34,953
+21% +$366K
CNQ icon
581
Canadian Natural Resources
CNQ
$96.9B
$1.54M ﹤0.01%
61,038
– –
VBR icon
582
Vanguard Small-Cap Value ETF
VBR
$37.2B
$1.53M ﹤0.01%
9,422
+2,056
+28% +$406K
ITA icon
583
iShares US Aerospace & Defense ETF
ITA
$14B
$1.53M ﹤0.01%
11,126
+2,181
+24% +$333K
TREX icon
584
Trex
TREX
$4.4B
$1.52M ﹤0.01%
30,143
-1,378
-4% -$89.5K
PKG icon
585
Packaging Corp of America
PKG
$22.2B
$1.51M ﹤0.01%
8,587
-19
-0.2% -$4.05K
BP icon
586
BP
BP
$112B
$1.5M ﹤0.01%
57,270
+7,072
+14% +$231K
MORN icon
587
Morningstar
MORN
$7.55B
$1.49M ﹤0.01%
5,848
+29
+0.5% +$9.13K
IEMG icon
588
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$1.49M ﹤0.01%
31,186
-11,695
-27% -$630K
LNW
589
DELISTED
Light & Wonder
LNW
$1.49M ﹤0.01%
19,117
-1,411
-7% -$136K
AWK icon
590
American Water Works
AWK
$27B
$1.47M ﹤0.01%
10,459
-33,142
-76% -$4.37M
USMV icon
591
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$1.46M ﹤0.01%
17,127
-4,098
-19% -$377K
XBI icon
592
State Street SPDR S&P Biotech ETF
XBI
$10B
$1.46M ﹤0.01%
20,929
+1,473
+8% +$132K
GTX icon
593
Garrett Motion
GTX
$5.39B
$1.45M ﹤0.01%
182,897
-503,411
-73% -$4.67M
XLP icon
594
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.4M ﹤0.01%
18,336
-1,563
-8% -$125K
CTVA icon
595
Corteva
CTVA
$60.5B
$1.39M ﹤0.01%
25,087
-986
-4% -$61K
VV icon
596
Vanguard Large-Cap ETF
VV
$51.2B
$1.39M ﹤0.01%
6,101
-263
-4% -$71.2K
GDX icon
597
VanEck Gold Miners ETF
GDX
$22.5B
$1.39M ﹤0.01%
33,505
-6,604
-16% -$267K
SPLV icon
598
Invesco S&P 500 Low Volatility ETF
SPLV
$7.24B
$1.38M ﹤0.01%
20,213
+1,083
+6% +$78.2K
GTLS
599
DELISTED
Chart Industries
GTLS
$1.37M ﹤0.01%
11,944
-757
-6% -$139K
SAP icon
600
SAP
SAP
$215B
$1.37M ﹤0.01%
5,769
+3,442
+148% +$938K
22 23
24
25 26

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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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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.