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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
ONB icon
951
Old National Bancorp
ONB
$10.2B
$310K ﹤0.01%
17,247
+503
+3% +$11.3K
NDSN icon
952
Nordson
NDSN
$16.4B
$305K ﹤0.01%
1,819
-10
-0.5% -$2.12K
FLO icon
953
Flowers Foods
FLO
$1.58B
$304K ﹤0.01%
17,212
+626
+4% +$12K
WELL icon
954
Welltower
WELL
$174B
$303K ﹤0.01%
2,217
-25
-1% -$3.56K
TTWO icon
955
Take-Two Interactive
TTWO
$46.1B
$301K ﹤0.01%
1,536
-64
-4% -$12.8K
JBL icon
956
Jabil
JBL
$30.1B
$297K ﹤0.01%
2,467
+298
+14% +$45.8K
BROS icon
957
Dutch Bros
BROS
$8.86B
$297K ﹤0.01%
5,641
+3,541
+169% +$233K
SHM icon
958
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$296K ﹤0.01%
6,291
-546
-8% -$26K
FNDE icon
959
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.46B
$295K ﹤0.01%
11,055
+2,907
+36% +$87.9K
IP icon
960
International Paper
IP
$22.6B
$294K ﹤0.01%
6,589
+645
+11% +$35.3K
UMBF icon
961
UMB Financial
UMBF
$11.3B
$293K ﹤0.01%
3,383
-220
-6% -$24.3K
SNY icon
962
Sanofi
SNY
$107B
$291K ﹤0.01%
5,837
+2,662
+84% +$144K
MTB icon
963
M&T Bank
MTB
$36.3B
$291K ﹤0.01%
1,858
+206
+12% +$39.1K
BOTZ icon
964
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.14B
$290K ﹤0.01%
11,825
-627
-5% -$20.2K
DT icon
965
Dynatrace
DT
$12.7B
$289K ﹤0.01%
7,021
+1,705
+32% +$93.3K
RC
966
Ready Capital
RC
$260M
$289K ﹤0.01%
63,988
– –
NWE icon
967
NorthWestern Energy
NWE
$4.34B
$287K ﹤0.01%
5,242
+488
+10% +$26.5K
IBCP icon
968
Independent Bank Corp
IBCP
$796M
$286K ﹤0.01%
10,000
– –
CRMD icon
969
CorMedix
CRMD
$564M
$285K ﹤0.01%
42,000
– –
FE icon
970
FirstEnergy
FE
$28.4B
$285K ﹤0.01%
7,440
+299
+4% +$11.9K
PFG icon
971
Principal Financial Group
PFG
$24.3B
$284K ﹤0.01%
4,084
+1,572
+63% +$131K
PDI icon
972
PIMCO Dynamic Income Fund
PDI
$7.35B
$284K ﹤0.01%
15,915
+842
+6% +$16.4K
VTWO icon
973
Vanguard Russell 2000 ETF
VTWO
$17.2B
$282K ﹤0.01%
3,991
+352
+10% +$30.9K
PRFZ icon
974
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.74B
$280K ﹤0.01%
8,464
-3,405
-29% -$140K
XMHQ icon
975
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
$280K ﹤0.01%
3,409
-421
-11% -$41K
37 38
39
40 41

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CWM
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VRS
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FAF
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BGIM
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CIM
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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.