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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
IMCB icon
751
iShares Morningstar Mid-Cap ETF
IMCB
$1.65B
$622K ﹤0.01%
9,505
– –
OC icon
752
Owens Corning
OC
$11B
$615K ﹤0.01%
4,869
+29
+0.6% +$4.79K
THC icon
753
Tenet Healthcare
THC
$22.2B
$612K ﹤0.01%
5,120
-499
-9% -$65.7K
CFR icon
754
Cullen/Frost Bankers
CFR
$10.5B
$609K ﹤0.01%
5,755
-42
-0.7% -$5.64K
FNDF icon
755
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$608K ﹤0.01%
18,862
+5,806
+44% +$205K
DGX icon
756
Quest Diagnostics
DGX
$26B
$606K ﹤0.01%
3,791
+557
+17% +$91.5K
ETHE
757
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$603K ﹤0.01%
49,467
-19
-0% -$418
VGK icon
758
Vanguard FTSE Europe ETF
VGK
$30.1B
$601K ﹤0.01%
9,584
+1,809
+23% +$125K
FFIV icon
759
F5
FFIV
$22B
$598K ﹤0.01%
2,476
+192
+8% +$53.7K
RKT icon
760
Rocket Companies
RKT
$38.8B
$589K ﹤0.01%
44,692
– –
DLTR icon
761
Dollar Tree
DLTR
$24.8B
$589K ﹤0.01%
8,445
-511
-6% -$36.5K
SLQT icon
762
SelectQuote
SLQT
$122M
$587K ﹤0.01%
178,454
-29,000
-14% -$123K
FDS icon
763
Factset
FDS
$10B
$586K ﹤0.01%
1,470
-117
-7% -$53.3K
A icon
764
Agilent Technologies
A
$39.6B
$583K ﹤0.01%
5,871
-1,608
-22% -$217K
SE icon
765
Sea Limited
SE
$66.4B
$583K ﹤0.01%
5,521
+197
+4% +$24.4K
VRSN icon
766
VeriSign
VRSN
$26.3B
$581K ﹤0.01%
2,469
-34
-1% -$7.72K
RHP icon
767
Ryman Hospitality Properties
RHP
$8.56B
$581K ﹤0.01%
7,366
-7,325
-50% -$735K
ONON icon
768
On Holding
ONON
$12.6B
$575K ﹤0.01%
14,774
-467
-3% -$24.5K
RDIV icon
769
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.4B
$574K ﹤0.01%
13,534
– –
VTS icon
770
Vitesse Energy
VTS
$644M
$574K ﹤0.01%
29,147
+275
+1% +$7.04K
EFX icon
771
Equifax
EFX
$22B
$574K ﹤0.01%
2,792
-2,830
-50% -$711K
CNC icon
772
Centene
CNC
$30.5B
$573K ﹤0.01%
9,188
-54
-0.6% -$3.26K
DECK icon
773
Deckers Outdoor
DECK
$14.1B
$572K ﹤0.01%
5,611
+715
+15% +$115K
UUUU icon
774
Energy Fuels
UUUU
$2.68B
$571K ﹤0.01%
166,019
-14,700
-8% -$70.5K
COKE icon
775
Coca-Cola Consolidated
COKE
$12.8B
$562K ﹤0.01%
4,340
+20
+0.5% +$2.69K
29 30
31
32 33

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VRS
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FAF
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BGIM
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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.