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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
BAH icon
826
Booz Allen Hamilton
BAH
$8.44B
$475K ﹤0.01%
4,454
-282
-6% -$34K
DJD icon
827
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$483M
$475K ﹤0.01%
10,000
– –
NEAR icon
828
iShares Short Maturity Bond ETF
NEAR
$4.82B
$474K ﹤0.01%
9,371
-153
-2% -$7.75K
SPEM icon
829
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.7B
$473K ﹤0.01%
13,619
-483
-3% -$18.9K
CRDO icon
830
Credo Technology Group
CRDO
$33.1B
$469K ﹤0.01%
13,297
+12,269
+1,193% +$763K
FDN icon
831
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.99B
$469K ﹤0.01%
2,342
-1,041
-31% -$257K
MKL icon
832
Markel Group
MKL
$25.2B
$462K ﹤0.01%
275
+161
+141% +$296K
EES icon
833
WisdomTree US SmallCap Earnings Fund
EES
$720M
$457K ﹤0.01%
10,740
– –
NTRA icon
834
Natera
NTRA
$36.4B
$454K ﹤0.01%
3,431
-7,187
-68% -$1.16M
FMC icon
835
FMC
FMC
$1.25B
$453K ﹤0.01%
13,339
-242,775
-95% -$10.8M
CTRA
836
DELISTED
Coterra Energy
CTRA
$453K ﹤0.01%
18,422
+424
+2% +$11.8K
IEUR icon
837
iShares Core MSCI Europe ETF
IEUR
$8.8B
$452K ﹤0.01%
8,418
-44
-0.5% -$2.58K
GGG icon
838
Graco
GGG
$13.2B
$447K ﹤0.01%
6,042
-2,088
-26% -$177K
COIN icon
839
Coinbase
COIN
$42.2B
$445K ﹤0.01%
2,937
-2,575
-47% -$623K
VIS icon
840
Vanguard Industrials ETF
VIS
$7.94B
$440K ﹤0.01%
2,001
+62
+3% +$16K
DVN icon
841
Devon Energy
DVN
$51.3B
$435K ﹤0.01%
16,213
-119
-0.7% -$4.22K
CCI icon
842
Crown Castle
CCI
$34.6B
$434K ﹤0.01%
4,578
-1,108
-19% -$103K
UVV icon
843
Universal Corp
UVV
$1.37B
$434K ﹤0.01%
8,300
– –
SEB icon
844
Seaboard Corp
SEB
$4.39B
$431K ﹤0.01%
171
-10
-6% -$26.3K
MGRC icon
845
McGrath RentCorp
MGRC
$2.87B
$430K ﹤0.01%
4,235
+1
+0% +$118
IBTF
846
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$429K ﹤0.01%
18,400
– –
CACI icon
847
CACI
CACI
$10.8B
$428K ﹤0.01%
1,108
-54
-5% -$20.7K
SMR icon
848
NuScale Power
SMR
$2.63B
$425K ﹤0.01%
30,567
-9,475
-24% -$192K
CCO icon
849
Clear Channel Outdoor Holdings
CCO
$1.22B
$425K ﹤0.01%
500,000
– –
SNV
850
DELISTED
Synovus
SNV
$422K ﹤0.01%
11,036
+4,971
+82% +$257K
32 33
34
35 36

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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.