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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
XEL icon
726
Xcel Energy
XEL
$49.2B
$713K ﹤0.01%
10,637
+368
+4% +$25.1K
RIO icon
727
Rio Tinto
RIO
$152B
$711K ﹤0.01%
13,590
-2,901
-18% -$179K
HACK icon
728
Amplify Cybersecurity ETF
HACK
$2.6B
$710K ﹤0.01%
10,947
-493
-4% -$37.8K
LYB icon
729
LyondellBasell Industries
LYB
$19.5B
$706K ﹤0.01%
13,271
+1,623
+14% +$122K
J icon
730
Jacobs Solutions
J
$16B
$696K ﹤0.01%
6,342
-1,967
-24% -$253K
BBH icon
731
VanEck Biotech ETF
BBH
$406M
$695K ﹤0.01%
4,958
– –
SLF icon
732
Sun Life Financial
SLF
$45.6B
$691K ﹤0.01%
12,907
-72
-0.6% -$4.1K
DUOL icon
733
Duolingo
DUOL
$6.53B
$689K ﹤0.01%
2,349
-82
-3% -$28K
LEN icon
734
Lennar Class A
LEN
$20.4B
$687K ﹤0.01%
6,669
-858
-11% -$107K
PLNT icon
735
Planet Fitness
PLNT
$4.45B
$684K ﹤0.01%
7,555
+40
+0.5% +$4.03K
EIX icon
736
Edison International
EIX
$30.3B
$681K ﹤0.01%
12,972
-154
-1% -$8.85K
LOPE icon
737
Grand Canyon Education
LOPE
$4.22B
$668K ﹤0.01%
4,114
+31
+0.8% +$5.38K
APP icon
738
Applovin
APP
$134B
$667K ﹤0.01%
2,837
-145,486
-98% -$50.1M
INDA icon
739
iShares MSCI India ETF
INDA
$6.81B
$662K ﹤0.01%
13,460
-859
-6% -$43.3K
MTD icon
740
Mettler-Toledo International
MTD
$28.1B
$658K ﹤0.01%
677
+15
+2% +$19.2K
PHIN icon
741
Phinia Inc
PHIN
$3.04B
$654K ﹤0.01%
17,367
+16,999
+4,619% +$814K
SGOL icon
742
abrdn Physical Gold Shares ETF
SGOL
$6.9B
$640K ﹤0.01%
22,479
– –
BKR icon
743
Baker Hughes
BKR
$58.3B
$640K ﹤0.01%
18,279
-1,745
-9% -$77.9K
GPC icon
744
Genuine Parts
GPC
$17.9B
$635K ﹤0.01%
6,016
-14,062
-70% -$1.69M
TWST icon
745
Twist Bioscience
TWST
$5.32B
$634K ﹤0.01%
18,027
-2,000
-10% -$90.1K
BLD
746
DELISTED
TopBuild
BLD
$632K ﹤0.01%
2,291
+1
+0% +$320
F icon
747
Ford
F
$60.9B
$624K ﹤0.01%
71,784
+13,345
+23% +$130K
SU icon
748
Suncor Energy
SU
$77.7B
$624K ﹤0.01%
19,718
-93
-0.5% -$3.55K
KD icon
749
Kyndryl
KD
$3.09B
$623K ﹤0.01%
22,452
-2,439
-10% -$91.4K
MKC icon
750
McCormick & Company Non-Voting
MKC
$14B
$622K ﹤0.01%
8,617
-305
-3% -$23.9K
28 29
30
31 32

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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.