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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
FNDA icon
701
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$764K ﹤0.01%
32,052
+373
+1% +$10.9K
FCX icon
702
Freeport-McMoran
FCX
$86.2B
$764K ﹤0.01%
26,156
-10,358
-28% -$396K
IYY icon
703
iShares Dow Jones US ETF
IYY
$2.89B
$759K ﹤0.01%
6,275
-15
-0.2% -$2.15K
VDE icon
704
Vanguard Energy ETF
VDE
$9.9B
$759K ﹤0.01%
7,165
+56
+0.8% +$7.07K
DOW icon
705
Dow Inc
DOW
$22B
$758K ﹤0.01%
29,354
+549
+2% +$21.1K
VSS icon
706
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
$756K ﹤0.01%
7,250
+474
+7% +$55.1K
SRLN icon
707
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$755K ﹤0.01%
19,058
-1,186
-6% -$49.3K
WTFC icon
708
Wintrust Financial
WTFC
$10.7B
$750K ﹤0.01%
7,883
-478
-6% -$59.1K
CLVT icon
709
Clarivate
CLVT
$1.37B
$748K ﹤0.01%
241,425
– –
BNDX icon
710
Vanguard Total International Bond ETF
BNDX
$82B
$745K ﹤0.01%
15,225
+3,171
+26% +$155K
MOD icon
711
Modine Manufacturing
MOD
$9.46B
$740K ﹤0.01%
10,303
-119
-1% -$11.7K
QLD icon
712
ProShares Ultra QQQ
QLD
$11.7B
$740K ﹤0.01%
21,338
– –
ACGL icon
713
Arch Capital
ACGL
$36.5B
$740K ﹤0.01%
8,560
-54
-0.6% -$4.98K
DD icon
714
DuPont de Nemours
DD
$18.6B
$739K ﹤0.01%
10,685
-8,679
-45% -$847K
TRS icon
715
TriMas Corp
TRS
$1.41B
$737K ﹤0.01%
37,012
+14,612
+65% +$346K
GSLC icon
716
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$733K ﹤0.01%
7,505
+3,454
+85% +$399K
IQLT icon
717
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$733K ﹤0.01%
20,408
+12,976
+175% +$512K
STIP icon
718
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$732K ﹤0.01%
7,124
-1,391
-16% -$142K
HIG icon
719
Hartford Financial Services
HIG
$39.9B
$732K ﹤0.01%
6,647
-567
-8% -$65K
GRMN
720
Garmin
GRMN
$56.9B
$730K ﹤0.01%
4,203
-1
-0% -$216
WBA
721
DELISTED
Walgreens Boots Alliance
WBA
$727K ﹤0.01%
68,633
-1,359
-2% -$14.8K
SHYD icon
722
VanEck Short High Yield Muni ETF
SHYD
$452M
$725K ﹤0.01%
33,030
-4,084
-11% -$92.6K
EXC icon
723
Exelon
EXC
$48.1B
$724K ﹤0.01%
16,283
-35
-0.2% -$1.46K
TIP icon
724
iShares TIPS Bond ETF
TIP
$14.5B
$724K ﹤0.01%
6,643
+551
+9% +$59.9K
ACCD
725
DELISTED
Accolade Inc
ACCD
$720K ﹤0.01%
102,598
– –
27 28
29
30 31

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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.