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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
IWX icon
626
iShares Russell Top 200 Value ETF
IWX
$3.92B
$1.15M ﹤0.01%
15,748
+4,565
+41% +$376K
ASND icon
627
Ascendis Pharma A/S
ASND
$16.5B
$1.15M ﹤0.01%
8,378
– –
VMC icon
628
Vulcan Materials
VMC
$36.8B
$1.14M ﹤0.01%
5,031
+404
+9% +$103K
PODD icon
629
Insulet
PODD
$11.8B
$1.14M ﹤0.01%
4,599
+71
+2% +$19.2K
JQUA icon
630
JPMorgan US Quality Factor ETF
JQUA
$8.14B
$1.13M ﹤0.01%
22,339
-5,355
-19% -$313K
LXRX icon
631
Lexicon Pharmaceuticals
LXRX
$1.03B
$1.12M ﹤0.01%
+2,240,000
New +$1.41M
REGN icon
632
Regeneron Pharmaceuticals
REGN
$72.9B
$1.11M ﹤0.01%
1,996
-120
-6% -$82.5K
K
633
DELISTED
Kellanova
K
$1.1M ﹤0.01%
13,498
+288
+2% +$23.6K
HPQ icon
634
HP
HPQ
$26B
$1.09M ﹤0.01%
49,940
+7,340
+17% +$232K
ESI icon
635
Element Solutions
ESI
$8.48B
$1.09M ﹤0.01%
62,098
+10,915
+21% +$279K
KBE icon
636
State Street SPDR S&P Bank ETF
KBE
$1.64B
$1.08M ﹤0.01%
23,640
+258
+1% +$14.5K
FTNT icon
637
Fortinet
FTNT
$112B
$1.06M ﹤0.01%
11,977
+2,587
+28% +$262K
THG icon
638
Hanover Insurance
THG
$8.13B
$1.05M ﹤0.01%
6,882
-281
-4% -$45.5K
HLT icon
639
Hilton Worldwide
HLT
$72.4B
$1.05M ﹤0.01%
5,219
+100
+2% +$24.9K
ACWI icon
640
iShares MSCI ACWI ETF
ACWI
$32B
$1.04M ﹤0.01%
10,085
-32
-0.3% -$3.83K
RELY icon
641
Remitly
RELY
$4.9B
$1.04M ﹤0.01%
55,939
-15,281
-21% -$350K
XLI icon
642
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$1.04M ﹤0.01%
8,952
-1,280
-13% -$173K
DELL icon
643
Dell
DELL
$239B
$1.04M ﹤0.01%
14,353
-609,086
-98% -$64.4M
DSI icon
644
iShares MSCI KLD 400 Social ETF
DSI
$5.1B
$1.04M ﹤0.01%
11,370
+217
+2% +$23.7K
HYS icon
645
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.74B
$1.03M ﹤0.01%
11,462
+93
+0.8% +$8.78K
MKTX icon
646
MarketAxess Holdings
MKTX
$4.47B
$1M ﹤0.01%
4,859
-545
-10% -$114K
BALL icon
647
Ball Corp
BALL
$17.5B
$997K ﹤0.01%
22,182
+4,263
+24% +$224K
BLFS icon
648
BioLife Solutions
BLFS
$1.54B
$994K ﹤0.01%
48,168
– –
TPL icon
649
Texas Pacific Land
TPL
$26.9B
$993K ﹤0.01%
2,667
+12
+0.5% +$5.35K
PHM icon
650
Pultegroup
PHM
$25.2B
$990K ﹤0.01%
10,759
+646
+6% +$69.8K
24 25
26
27 28

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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.