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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
OTIS icon
76
Otis Worldwide
OTIS
$27.8B
$172M 0.36%
1,887,720
-1,178,558
-38% -$115M
NFLX icon
77
Netflix
NFLX
$296B
$171M 0.36%
1,966,260
+129,410
+7% +$12.3M
CTAS icon
78
Cintas
CTAS
$84.4B
$171M 0.36%
900,108
-58,278
-6% -$11.6M
APH icon
79
Amphenol
APH
$182B
$170M 0.36%
2,831,770
-34,443
-1% -$2.35M
VEA icon
80
Vanguard FTSE Developed Markets ETF
VEA
$226B
$168M 0.36%
3,683,852
+6,909
+0.2% +$350K
ADI icon
81
Analog Devices
ADI
$179B
$167M 0.35%
1,008,048
-6,718
-0.7% -$1.45M
ETN icon
82
Eaton
ETN
$152B
$158M 0.33%
628,976
+596,260
+1,823% +$186M
CMG icon
83
Chipotle Mexican Grill
CMG
$42.5B
$158M 0.33%
3,438,016
-72,976
-2% -$3.97M
BRO icon
84
Brown & Brown
BRO
$23.6B
$158M 0.33%
1,405,429
+14,427
+1% +$1.61M
ORLY icon
85
O'Reilly Automotive
ORLY
$75.4B
$157M 0.33%
1,788,945
+1,230
+0.1% +$107K
VTV icon
86
Vanguard Value ETF
VTV
$189B
$154M 0.32%
1,000,306
-19,719
-2% -$3.44M
PANW icon
87
Palo Alto Networks
PANW
$261B
$151M 0.32%
987,128
-59,771
-6% -$11.1M
IAU icon
88
iShares Gold Trust
IAU
$63.3B
$149M 0.32%
2,651,774
+141,688
+6% +$7.66M
AMP icon
89
Ameriprise Financial
AMP
$47.2B
$145M 0.31%
340,124
+2,159
+0.6% +$1.13M
TRGP icon
90
Targa Resources
TRGP
$58.2B
$139M 0.29%
865,345
-9,844
-1% -$1.95M
MPLX icon
91
MPLX
MPLX
$59.6B
$135M 0.29%
2,898,179
-8,827
-0.3% -$462K
ZTS icon
92
Zoetis
ZTS
$32.3B
$135M 0.28%
932,365
-17,349
-2% -$2.89M
CSGP icon
93
CoStar Group
CSGP
$12.1B
$134M 0.28%
1,827,003
+1,497,912
+455% +$114M
SCHW
94
Charles Schwab
SCHW
$181B
$130M 0.27%
1,857,721
+62,329
+3% +$4.89M
ARES icon
95
Ares Management
ARES
$28.6B
$124M 0.26%
1,009,029
-837,214
-45% -$145M
MELI icon
96
Mercado Libre
MELI
$93.2B
$122M 0.26%
66,715
-10,165
-13% -$20.2M
SPY icon
97
State Street SPDR S&P 500 ETF Trust
SPY
$779B
$119M 0.25%
240,160
-104,020
-30% -$61.1M
JNJ icon
98
Johnson & Johnson
JNJ
$645B
$118M 0.25%
785,665
-38,315
-5% -$5.99M
VWO icon
99
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$113M 0.24%
2,839,805
-1,570,426
-36% -$70.7M
PAVE icon
100
Global X US Infrastructure Development ETF
PAVE
$14B
$111M 0.24%
3,293,984
+78,889
+2% +$3.2M
2 3
4
5 6

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CWM
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VRS
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FAF
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BGIM
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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.