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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
NVT icon
876
nVent Electric
NVT
$21.6B
$391K ﹤0.01%
8,641
+81
+0.9% +$5.12K
XPO icon
877
XPO
XPO
$23.4B
$388K ﹤0.01%
4,243
+74
+2% +$9.4K
PGEN icon
878
Precigen
PGEN
$1.94B
$388K ﹤0.01%
331,476
– –
LUV icon
879
Southwest Airlines
LUV
$21.7B
$383K ﹤0.01%
15,464
-1,878
-11% -$59.5K
IRTC icon
880
iRhythm Holdings
IRTC
$4.02B
$382K ﹤0.01%
3,944
-62
-2% -$6.57K
CAVA icon
881
CAVA Group
CAVA
$7.61B
$381K ﹤0.01%
4,862
-7,676
-61% -$832K
MUSA icon
882
Murphy USA
MUSA
$11.4B
$381K ﹤0.01%
818
-1
-0.1% -$475
EPAM icon
883
EPAM Systems
EPAM
$5.58B
$381K ﹤0.01%
2,655
-210
-7% -$46.3K
BIL icon
884
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$378K ﹤0.01%
4,130
+912
+28% +$83.5K
LII icon
885
Lennox International
LII
$15B
$377K ﹤0.01%
739
-114
-13% -$69K
KPLT icon
886
Katapult Holdings
KPLT
$30.3M
$375K ﹤0.01%
48,536
+21,701
+81% +$217K
SCHM icon
887
Schwab US Mid-Cap ETF
SCHM
$14.2B
$372K ﹤0.01%
16,244
+6,836
+73% +$190K
WOLF icon
888
Wolfspeed
WOLF
$1.04B
$372K ﹤0.01%
170,721
-32
-0% -$187
SOXL icon
889
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$13.4B
$372K ﹤0.01%
45,111
-3,000
-6% -$75.9K
EFV icon
890
iShares MSCI EAFE Value ETF
EFV
$28.3B
$371K ﹤0.01%
7,085
+8
+0.1% +$453
WOOD icon
891
iShares Global Timber & Forestry ETF
WOOD
$264M
$370K ﹤0.01%
5,560
-70
-1% -$5.47K
SFBS
892
ServisFirst Bancshares
SFBS
$4.9B
$368K ﹤0.01%
5,380
– –
FITB
893
Fifth Third Bancorp
FITB
$51.3B
$368K ﹤0.01%
11,019
-640
-5% -$27K
VONG icon
894
Vanguard Russell 1000 Growth ETF
VONG
$41.2B
$367K ﹤0.01%
4,451
-164,090
-97% -$16.7M
IUSV icon
895
iShares Core S&P US Value ETF
IUSV
$27.3B
$366K ﹤0.01%
4,491
-106
-2% -$9.95K
BND icon
896
Vanguard Total Bond Market
BND
$158B
$366K ﹤0.01%
5,043
-1,396
-22% -$101K
IMCG icon
897
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.88B
$364K ﹤0.01%
5,750
+5,350
+1,338% +$408K
SCHV
898
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$363K ﹤0.01%
15,435
-75
-0.5% -$2.01K
DFAT icon
899
Dimensional US Targeted Value ETF
DFAT
$14.7B
$362K ﹤0.01%
8,090
+536
+7% +$29.5K
CPF icon
900
Central Pacific Financial
CPF
$1.02B
$361K ﹤0.01%
15,000
-339
-2% -$9.56K
34 35
36
37 38

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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.