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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
AHR icon
976
American Healthcare REIT
AHR
$11.1B
$279K ﹤0.01%
10,199
-459
-4% -$13.2K
SSNC icon
977
SS&C Technologies
SSNC
$18.9B
$277K ﹤0.01%
3,848
-1,909
-33% -$158K
TWLO icon
978
Twilio
TWLO
$28.6B
$275K ﹤0.01%
3,377
-23,422
-87% -$2.78M
TER icon
979
Teradyne
TER
$50B
$274K ﹤0.01%
4,029
+902
+29% +$101K
KRE icon
980
State Street SPDR S&P Regional Banking ETF
KRE
$4.51B
$273K ﹤0.01%
5,600
-360
-6% -$21.9K
WTV icon
981
WisdomTree US Value Fund
WTV
$3.23B
$273K ﹤0.01%
3,774
– –
MTCH icon
982
Match Group
MTCH
$9.19B
$272K ﹤0.01%
10,064
+437
+5% +$14.3K
SPXL icon
983
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.27B
$270K ﹤0.01%
2,813
– –
EXPD icon
984
Expeditors International
EXPD
$22.3B
$270K ﹤0.01%
2,625
-222
-8% -$25.6K
ECON icon
985
Columbia Emerging Markets Consumer ETF
ECON
$312M
$270K ﹤0.01%
14,044
-9,050
-39% -$195K
STAG icon
986
STAG Industrial
STAG
$7.5B
$268K ﹤0.01%
8,904
+504
+6% +$17.6K
PSLV icon
987
Sprott Physical Silver Trust
PSLV
$11.8B
$264K ﹤0.01%
26,160
+6,500
+33% +$70.2K
PRI icon
988
Primerica
PRI
$10.1B
$262K ﹤0.01%
1,072
+259
+32% +$73.8K
PKW icon
989
Invesco BuyBack Achievers ETF
PKW
$1.72B
$262K ﹤0.01%
2,656
+356
+15% +$41.5K
AX icon
990
Axos Financial
AX
$5.58B
$261K ﹤0.01%
4,625
– –
KHC icon
991
Kraft Heinz
KHC
$32.8B
$260K ﹤0.01%
9,390
+2,111
+29% +$63.2K
NEOG icon
992
Neogen
NEOG
$2.05B
$260K ﹤0.01%
36,900
-2,898
-7% -$30.4K
NUV icon
993
Nuveen Municipal Value Fund
NUV
$1.91B
$258K ﹤0.01%
30,264
+29,700
+5,266% +$260K
QQQM icon
994
Invesco NASDAQ 100 ETF
QQQM
$93B
$257K ﹤0.01%
1,499
-8
-0.5% -$1.67K
DSGX icon
995
Descartes Systems
DSGX
$6.68B
$256K ﹤0.01%
2,721
-18
-0.7% -$1.99K
XLB icon
996
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$256K ﹤0.01%
6,890
-24
-0.3% -$1.05K
BBVA icon
997
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
$254K ﹤0.01%
21,340
+987
+5% +$12.3K
MTUM icon
998
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$254K ﹤0.01%
1,402
+31
+2% +$6.62K
EIPI
999
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
$253K ﹤0.01%
+14,141
New +$283K
UNM icon
1000
Unum
UNM
$13.2B
$252K ﹤0.01%
3,580
+89
+3% +$6.86K
38 39
40
41 42

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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.