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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
AMTX icon
851
Aemetis
AMTX
$99.2M
$420K ﹤0.01%
250,190
– –
EWJ icon
852
iShares MSCI Japan ETF
EWJ
$21.2B
$419K ﹤0.01%
6,794
-280
-4% -$19.3K
WTS icon
853
Watts Water Technologies
WTS
$11.2B
$417K ﹤0.01%
2,312
-34
-1% -$7.13K
NGG icon
854
National Grid
NGG
$79.3B
$417K ﹤0.01%
6,939
-544
-7% -$32K
UHS icon
855
Universal Health Services
UHS
$10.2B
$417K ﹤0.01%
2,406
+62
+3% +$11.3K
SRE icon
856
Sempra
SRE
$58.1B
$417K ﹤0.01%
6,534
-421
-6% -$32.8K
TPR icon
857
Tapestry
TPR
$30.3B
$416K ﹤0.01%
6,865
-126
-2% -$9.54K
BLDR icon
858
Builders FirstSource
BLDR
$7.29B
$413K ﹤0.01%
3,629
-121
-3% -$17.6K
NEM icon
859
Newmont
NEM
$96.2B
$412K ﹤0.01%
9,156
+2,364
+35% +$104K
WEX icon
860
WEX
WEX
$6.42B
$410K ﹤0.01%
3,616
-221
-6% -$36.4K
NTR icon
861
Nutrien
NTR
$33.9B
$410K ﹤0.01%
8,719
-1,326
-13% -$67.8K
DBRG icon
862
DigitalBridge
DBRG
$2.92B
$408K ﹤0.01%
59,942
– –
FSS icon
863
Federal Signal
FSS
$6.82B
$407K ﹤0.01%
5,881
-1,561
-21% -$140K
ACWX icon
864
iShares MSCI ACWI ex US ETF
ACWX
$11.2B
$407K ﹤0.01%
8,217
-412,279
-98% -$22.6M
ITRI icon
865
Itron
ITRI
$4.54B
$406K ﹤0.01%
4,410
– –
IGPT icon
866
Invesco AI and Next Gen Software ETF
IGPT
$1.08B
$405K ﹤0.01%
11,516
– –
APO icon
867
Apollo Global Management
APO
$69B
$405K ﹤0.01%
3,667
+200
+6% +$30.8K
FWONK icon
868
Liberty Media Series C
FWONK
$25.5B
$402K ﹤0.01%
5,069
-1,090
-18% -$101K
GATX icon
869
GATX Corp
GATX
$6.45B
$402K ﹤0.01%
2,846
+24
+0.9% +$3.82K
DSTL icon
870
Distillate US Fundamental Stability & Value ETF
DSTL
$2.02B
$402K ﹤0.01%
+8,282
New +$462K
AEM icon
871
Agnico Eagle Mines
AEM
$72.2B
$400K ﹤0.01%
3,989
+1,070
+37% +$102K
VEGI icon
872
iShares MSCI Agriculture Producers ETF
VEGI
$153M
$399K ﹤0.01%
11,930
– –
CNM icon
873
Core & Main
CNM
$7.93B
$397K ﹤0.01%
8,909
+3
+0% +$155
IDU icon
874
iShares US Utilities ETF
IDU
$1.37B
$395K ﹤0.01%
4,204
– –
VTR icon
875
Ventas
VTR
$47.5B
$395K ﹤0.01%
6,230
-316
-5% -$20.2K
33 34
35
36 37

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FAF
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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.