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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
DIS icon
51
Walt Disney
DIS
$168B
$267M 0.56%
3,268,456
+63,575
+2% +$6.83M
MA icon
52
Mastercard
MA
$487B
$263M 0.56%
547,627
-127,278
-19% -$69.3M
TMO icon
53
Thermo Fisher Scientific
TMO
$211B
$252M 0.53%
601,755
-974
-0.2% -$528K
TDG icon
54
TransDigm Group
TDG
$71.7B
$251M 0.53%
204,030
+3,561
+2% +$4.75M
ADP icon
55
Automatic Data Processing
ADP
$102B
$251M 0.53%
907,856
-6,112
-0.7% -$1.84M
PLD icon
56
Prologis
PLD
$137B
$243M 0.51%
2,709,696
+125,408
+5% +$14.5M
VB icon
57
Vanguard Small-Cap ETF
VB
$79.8B
$235M 0.5%
1,213,660
-170,825
-12% -$40.8M
ET icon
58
Energy Transfer Partners
ET
$68.9B
$234M 0.5%
14,981,432
+1,463,098
+11% +$28.5M
CVX icon
59
Chevron
CVX
$381B
$234M 0.49%
1,705,528
-26,365
-2% -$4.13M
AVGO icon
60
Broadcom
AVGO
$1.81T
$217M 0.46%
1,391,003
+894,375
+180% +$189M
ISRG icon
61
Intuitive Surgical
ISRG
$127B
$217M 0.46%
473,987
-8,843
-2% -$4.89M
BLK icon
62
Blackrock
BLK
$164B
$216M 0.46%
+265,301
New +$260M
FIS icon
63
Fidelity National Information Services
FIS
$22.2B
$214M 0.45%
3,147,875
+9,108
+0.3% +$685K
IVV icon
64
iShares Core S&P 500 ETF
IVV
$868B
$214M 0.45%
429,325
-48,041
-10% -$28.4M
BRK.B icon
65
Berkshire Hathaway Class B
BRK.B
$1.07T
$211M 0.45%
428,554
-3,364
-0.8% -$1.64M
OKE icon
66
Oneok
OKE
$57.2B
$209M 0.44%
2,649,529
+485,560
+22% +$48.2M
IWR icon
67
iShares Russell Mid-Cap ETF
IWR
$56B
$204M 0.43%
2,723,748
+372,035
+16% +$33.2M
VICI icon
68
VICI Properties
VICI
$29.8B
$199M 0.42%
6,758,850
-551,425
-8% -$17M
IQV icon
69
IQVIA
IQV
$35.1B
$193M 0.41%
1,332,311
+145,847
+12% +$28.3M
MDLZ icon
70
Mondelez International
MDLZ
$77.7B
$186M 0.39%
2,904,901
+19,314
+0.7% +$1.19M
PNC icon
71
PNC Financial Services
PNC
$100B
$182M 0.38%
1,215,728
-4,550
-0.4% -$859K
ABBV icon
72
AbbVie
ABBV
$460B
$180M 0.38%
1,023,964
-30,139
-3% -$5.86M
TMUS icon
73
T-Mobile US
TMUS
$195B
$176M 0.37%
716,421
-353,321
-33% -$87.1M
JEPI icon
74
JPMorgan Equity Premium Income ETF
JEPI
$45.6B
$175M 0.37%
3,428,448
-11,650
-0.3% -$679K
COP icon
75
ConocoPhillips
COP
$143B
$174M 0.37%
2,104,889
+36,044
+2% +$3.59M
1 2
3
4 5

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FAF
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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.