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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
UYG icon
776
ProShares Ultra Financials
UYG
$819M
$558K ﹤0.01%
8,139
– –
DBEF icon
777
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.1B
$557K ﹤0.01%
14,590
+180
+1% +$7.84K
FHN icon
778
First Horizon
FHN
$12.2B
$556K ﹤0.01%
33,667
+100
+0.3% +$2.06K
CAPL icon
779
CrossAmerica Partners
CAPL
$834M
$555K ﹤0.01%
25,500
– –
DSGR icon
780
Distribution Solutions Group
DSGR
$1.6B
$555K ﹤0.01%
22,136
– –
TD icon
781
Toronto Dominion Bank
TD
$193B
$552K ﹤0.01%
9,842
-2,396
-20% -$139K
SOFI icon
782
SoFi Technologies
SOFI
$19.6B
$550K ﹤0.01%
57,852
-2,682
-4% -$38.7K
RGA icon
783
Reinsurance Group of America
RGA
$15.5B
$547K ﹤0.01%
3,244
-79
-2% -$16.4K
FLEX icon
784
Flex
FLEX
$37.7B
$546K ﹤0.01%
19,628
-1,703
-8% -$66.7K
MFC icon
785
Manulife Financial
MFC
$73B
$543K ﹤0.01%
20,123
+528
+3% +$16K
EMB icon
786
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$541K ﹤0.01%
6,251
-504
-7% -$45.6K
CHX
787
DELISTED
ChampionX
CHX
$539K ﹤0.01%
23,955
+69
+0.3% +$2.02K
SJM icon
788
J.M. Smucker
SJM
$13.5B
$535K ﹤0.01%
4,857
-123
-2% -$13.3K
VGSH icon
789
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$534K ﹤0.01%
9,090
+280
+3% +$16.3K
COWZ icon
790
Pacer US Cash Cows 100 ETF
COWZ
$19B
$530K ﹤0.01%
11,166
+4,821
+76% +$274K
XYZ
791
Block Inc
XYZ
$48.9B
$529K ﹤0.01%
10,778
+99
+0.9% +$7.39K
ENFR icon
792
Alerian Energy Infrastructure ETF
ENFR
$492M
$528K ﹤0.01%
+18,524
New +$599K
IVOG icon
793
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.6B
$523K ﹤0.01%
5,718
– –
VYMI icon
794
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$518K ﹤0.01%
7,868
-937
-11% -$67.3K
RSPT icon
795
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.31B
$518K ﹤0.01%
17,546
+6
+0% +$225
XCEM icon
796
Columbia EM Core ex-China ETF
XCEM
$1.8B
$518K ﹤0.01%
19,403
-321,403
-94% -$9.65M
GBDC icon
797
Golub Capital BDC
GBDC
$3.33B
$517K ﹤0.01%
39,711
+1,734
+5% +$26.6K
AVDL
798
DELISTED
Avadel Pharmaceuticals
AVDL
$516K ﹤0.01%
78,253
– –
IUSG icon
799
iShares Core S&P US Growth ETF
IUSG
$30.4B
$515K ﹤0.01%
4,527
+74
+2% +$10.2K
UAL icon
800
United Airlines
UAL
$38.8B
$514K ﹤0.01%
9,162
+845
+10% +$79.8K
30 31
32
33 34

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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.