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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
TBLU
901
Tortoise Global Water ETF
TBLU
$56.8M
$360K ﹤0.01%
8,400
– –
DOX icon
902
Amdocs
DOX
$6.03B
$360K ﹤0.01%
4,471
-88
-2% -$7.68K
SSD icon
903
Simpson Manufacturing
SSD
$7.79B
$359K ﹤0.01%
2,566
-243
-9% -$39.9K
WAL icon
904
Western Alliance Bancorporation
WAL
$8.81B
$358K ﹤0.01%
5,877
-6
-0.1% -$504
IBDQ
905
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$358K ﹤0.01%
14,313
+4
+0% +$100
FBIN icon
906
Fortune Brands Innovations
FBIN
$5.86B
$358K ﹤0.01%
7,365
+418
+6% +$28.1K
HYD icon
907
VanEck High Yield Muni ETF
HYD
$4.44B
$356K ﹤0.01%
7,254
-157,965
-96% -$8.18M
BAX icon
908
Baxter International
BAX
$12.8B
$355K ﹤0.01%
12,707
-3,883
-23% -$127K
SCHE icon
909
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$355K ﹤0.01%
14,569
+3,471
+31% +$95K
CGW icon
910
Invesco S&P Global Water Index ETF
CGW
$1.05B
$354K ﹤0.01%
6,884
+225
+3% +$12.4K
PTON icon
911
Peloton Interactive
PTON
$2.85B
$354K ﹤0.01%
70,700
+12,000
+20% +$94.2K
APLS
912
DELISTED
Apellis Pharmaceuticals
APLS
$353K ﹤0.01%
18,864
– –
IDA icon
913
Idacorp
IDA
$8B
$352K ﹤0.01%
3,122
+109
+4% +$12.2K
HEI icon
914
HEICO Corp
HEI
$49.6B
$351K ﹤0.01%
1,468
-63
-4% -$15.3K
NVR icon
915
NVR
NVR
$17.1B
$348K ﹤0.01%
52
+6
+13% +$45.6K
IAT icon
916
iShares US Regional Banks ETF
IAT
$673M
$346K ﹤0.01%
8,701
+193
+2% +$9.68K
CWB icon
917
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
$345K ﹤0.01%
4,799
+183
+4% +$14.5K
HUM icon
918
Humana
HUM
$43.9B
$343K ﹤0.01%
1,218
-510
-30% -$138K
DFUV icon
919
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$343K ﹤0.01%
9,462
-970
-9% -$40.7K
NTAP icon
920
NetApp
NTAP
$34B
$342K ﹤0.01%
4,498
+720
+19% +$79.6K
CHDN icon
921
Churchill Downs
CHDN
$6.17B
$342K ﹤0.01%
3,486
-892
-20% -$107K
FTEC icon
922
Fidelity MSCI Information Technology Index ETF
FTEC
$18.9B
$341K ﹤0.01%
2,443
-558
-19% -$100K
INGR icon
923
Ingredion
INGR
$6.42B
$341K ﹤0.01%
2,767
+25
+0.9% +$3.3K
BEN icon
924
Franklin Resources
BEN
$16.8B
$341K ﹤0.01%
20,448
+2,824
+16% +$56.6K
GPN icon
925
Global Payments
GPN
$24.1B
$341K ﹤0.01%
4,286
-431
-9% -$45.1K
35 36
37
38 39

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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.