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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
SMH icon
801
VanEck Semiconductor ETF
SMH
$60.8B
$511K ﹤0.01%
2,841
-680
-19% -$163K
RWR icon
802
State Street SPDR Dow Jones REIT ETF
RWR
$1.9B
$511K ﹤0.01%
5,921
+6
+0.1% +$599
MCBS icon
803
MetroCity Bankshares
MCBS
$1.02B
$510K ﹤0.01%
20,000
– –
CMS icon
804
CMS Energy
CMS
$23B
$509K ﹤0.01%
7,247
-42
-0.6% -$2.93K
HPE icon
805
Hewlett Packard
HPE
$58.8B
$507K ﹤0.01%
40,563
+3,239
+9% +$64.5K
ABM icon
806
ABM Industries
ABM
$2.89B
$507K ﹤0.01%
11,995
– –
RBA icon
807
RB Global
RBA
$21.5B
$505K ﹤0.01%
5,625
+440
+8% +$42K
BXSL icon
808
Blackstone Secured Lending
BXSL
$5.36B
$503K ﹤0.01%
18,716
-1,473
-7% -$48.6K
ISPY icon
809
ProShares S&P 500 High Income ETF
ISPY
$1.22B
$502K ﹤0.01%
13,522
– –
PEY icon
810
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
$500K ﹤0.01%
26,780
– –
RYAN icon
811
Ryan Specialty Holdings
RYAN
$6.02B
$500K ﹤0.01%
7,457
-778,471
-99% -$52.9M
TRI icon
812
Thomson Reuters
TRI
$46.4B
$498K ﹤0.01%
3,027
+75
+3% +$12.9K
CDW icon
813
CDW
CDW
$18.9B
$498K ﹤0.01%
3,408
+16
+0.5% +$2.91K
VFH icon
814
Vanguard Financials ETF
VFH
$13.4B
$493K ﹤0.01%
4,703
+892
+23% +$109K
SPDW icon
815
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$493K ﹤0.01%
15,083
+8,533
+130% +$308K
IYH icon
816
iShares US Healthcare ETF
IYH
$3.44B
$492K ﹤0.01%
8,899
-585
-6% -$35.7K
VCR icon
817
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$492K ﹤0.01%
1,694
-265
-14% -$96K
ALAB icon
818
Astera Labs
ALAB
$42.8B
$490K ﹤0.01%
9,114
+5,464
+150% +$505K
AVB icon
819
AvalonBay Communities
AVB
$27.5B
$486K ﹤0.01%
2,596
-1,079
-29% -$234K
SEE
820
DELISTED
Sealed Air
SEE
$486K ﹤0.01%
20,310
+334
+2% +$10.9K
SECT icon
821
Main Sector Rotation ETF
SECT
$2.68B
$486K ﹤0.01%
+10,732
New +$589K
IGV icon
822
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$485K ﹤0.01%
6,057
+269
+5% +$26.6K
NDAQ icon
823
Nasdaq
NDAQ
$53.4B
$483K ﹤0.01%
7,277
-2,274
-24% -$179K
PCTY icon
824
Paylocity
PCTY
$7.75B
$482K ﹤0.01%
2,794
+245
+10% +$48.9K
HHH icon
825
Howard Hughes
HHH
$3.94B
$479K ﹤0.01%
7,561
– –
31 32
33
34 35

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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.