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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
GDDY icon
926
GoDaddy
GDDY
$13.9B
$341K ﹤0.01%
2,101
+633
+43% +$121K
DRLL icon
927
Strive US Energy ETF
DRLL
$294M
$340K ﹤0.01%
14,133
-3,000
-18% -$86K
PNW icon
928
Pinnacle West Capital
PNW
$12.4B
$339K ﹤0.01%
3,816
+336
+10% +$30K
DVA icon
929
DaVita
DVA
$15.5B
$339K ﹤0.01%
2,353
+148
+7% +$23.3K
CBSH icon
930
Commerce Bancshares
CBSH
$8.68B
$337K ﹤0.01%
6,367
-57
-0.9% -$3.47K
IBTG icon
931
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.24B
$337K ﹤0.01%
14,700
– –
HOLX
932
DELISTED
Hologic
HOLX
$336K ﹤0.01%
5,739
+644
+13% +$42.7K
BTC
933
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$335K ﹤0.01%
+9,860
New +$407K
PECO icon
934
Phillips Edison & Co
PECO
$5.5B
$335K ﹤0.01%
9,977
– –
ESGU icon
935
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$334K ﹤0.01%
3,089
-195
-6% -$25.1K
CPSH icon
936
CPS Technologies
CPSH
$67.6M
$334K ﹤0.01%
221,024
– –
STXF
937
Strive 500 ETF
STXF
$1.09B
$333K ﹤0.01%
10,413
– –
FCNCA icon
938
First Citizens BancShares
FCNCA
$24.7B
$326K ﹤0.01%
209
+40
+24% +$81.5K
AIZ icon
939
Assurant
AIZ
$13.9B
$326K ﹤0.01%
1,816
+73
+4% +$15.2K
TILT icon
940
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.15B
$326K ﹤0.01%
1,800
– –
DLR icon
941
Digital Realty Trust
DLR
$69.6B
$324K ﹤0.01%
2,382
-129
-5% -$21K
DBJP icon
942
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$675M
$319K ﹤0.01%
4,905
-200
-4% -$15.1K
JPEF icon
943
JPMorgan Equity Focus ETF
JPEF
$1.94B
$318K ﹤0.01%
5,548
-5,905
-52% -$395K
XHB icon
944
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$316K ﹤0.01%
3,636
– –
EXPO icon
945
Exponent
EXPO
$3.19B
$315K ﹤0.01%
4,165
-253
-6% -$22K
HRL icon
946
Hormel Foods
HRL
$14.2B
$314K ﹤0.01%
10,700
+200
+2% +$5.94K
PSQH icon
947
PSQ Holdings
PSQH
$12.4M
$314K ﹤0.01%
11,883
– –
VWOB icon
948
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.14B
$313K ﹤0.01%
5,094
-96
-2% -$6.15K
CSL icon
949
Carlisle Companies
CSL
$13.5B
$313K ﹤0.01%
986
-450
-31% -$161K
HII icon
950
Huntington Ingalls Industries
HII
$11B
$312K ﹤0.01%
1,665
+29
+2% +$5.5K
36 37
38
39 40

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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.