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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
BSV icon
601
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.36M ﹤0.01%
17,385
+6,907
+66% +$536K
NTRS icon
602
Northern Trust
NTRS
$21.8B
$1.35M ﹤0.01%
16,004
+1,886
+13% +$200K
AXSM icon
603
Axsome Therapeutics
AXSM
$11.7B
$1.34M ﹤0.01%
13,715
-2,499
-15% -$285K
IJK icon
604
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.6B
$1.33M ﹤0.01%
18,021
-7,164
-28% -$645K
CLX icon
605
Clorox
CLX
$12B
$1.32M ﹤0.01%
9,666
-1,497
-13% -$229K
REET icon
606
iShares Global REIT ETF
REET
$5.14B
$1.32M ﹤0.01%
60,997
+15,646
+34% +$381K
GLDM icon
607
SPDR Gold MiniShares Trust
GLDM
$27.5B
$1.31M ﹤0.01%
22,165
+753
+4% +$42.8K
AMLP icon
608
Alerian MLP ETF
AMLP
$12.9B
$1.3M ﹤0.01%
28,852
+6,340
+28% +$326K
WST icon
609
West Pharmaceutical
WST
$23.7B
$1.29M ﹤0.01%
6,751
+87
+1% +$24K
MET icon
610
MetLife
MET
$62.4B
$1.27M ﹤0.01%
18,490
-532
-3% -$44.2K
OKLO
611
Oklo
OKLO
$6.41B
$1.26M ﹤0.01%
62,522
-30,494
-33% -$1.03M
RDDT icon
612
Reddit
RDDT
$34.3B
$1.25M ﹤0.01%
14,117
-17,539
-55% -$2.9M
SCHA icon
613
Schwab U.S Small- Cap ETF
SCHA
$21.8B
$1.25M ﹤0.01%
61,271
+9,721
+19% +$248K
ESGV icon
614
Vanguard ESG US Stock ETF
ESGV
$12.8B
$1.25M ﹤0.01%
14,348
– –
BINC icon
615
BlackRock Flexible Income ETF
BINC
$16.1B
$1.24M ﹤0.01%
24,185
+3,825
+19% +$200K
ADM icon
616
Archer Daniels Midland
ADM
$38.7B
$1.21M ﹤0.01%
29,051
+16,743
+136% +$810K
DGRO icon
617
iShares Core Dividend Growth ETF
DGRO
$42.8B
$1.21M ﹤0.01%
21,908
-1,435
-6% -$89.9K
ROK icon
618
Rockwell Automation
ROK
$51.1B
$1.2M ﹤0.01%
5,498
-39
-0.7% -$10.9K
SCHF icon
619
Schwab International Equity ETF
SCHF
$64.9B
$1.2M ﹤0.01%
67,699
+12,676
+23% +$249K
MOAT icon
620
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$1.2M ﹤0.01%
15,660
+22
+0.1% +$2.02K
IJT icon
621
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.13B
$1.19M ﹤0.01%
10,956
-216
-2% -$28.9K
WSM icon
622
Williams-Sonoma
WSM
$27.5B
$1.18M ﹤0.01%
8,500
+661
+8% +$128K
PRF icon
623
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.18M ﹤0.01%
33,023
+3,360
+11% +$139K
WY icon
624
Weyerhaeuser
WY
$17.6B
$1.16M ﹤0.01%
46,795
-23,797
-34% -$708K
ANSS
625
DELISTED
Ansys
ANSS
$1.16M ﹤0.01%
4,069
-2,352
-37% -$789K
23 24
25
26 27

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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.