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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
RF icon
1026
Regions Financial
RF
$26.4B
$234K ﹤0.01%
12,740
+548
+4% +$12.8K
IBDR icon
1027
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$233K ﹤0.01%
9,688
+5
+0.1% +$121
HALO icon
1028
Halozyme
HALO
$9.88B
$233K ﹤0.01%
4,046
+993
+33% +$57.7K
RDVY icon
1029
First Trust Rising Dividend Achievers ETF
RDVY
$24.4B
$232K ﹤0.01%
4,500
-122
-3% -$7.42K
GNR icon
1030
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.75B
$232K ﹤0.01%
5,074
+630
+14% +$33.2K
SON icon
1031
Sonoco
SON
$5.83B
$231K ﹤0.01%
5,696
+129
+2% +$6.1K
EA icon
1032
Electronic Arts
EA
$52.7B
$231K ﹤0.01%
1,743
-431
-20% -$58.2K
BKH icon
1033
Black Hills Corp
BKH
$5.55B
$231K ﹤0.01%
4,067
+23
+0.6% +$1.36K
PSA icon
1034
Public Storage
PSA
$61.5B
$231K ﹤0.01%
866
-50
-5% -$15K
QQQJ icon
1035
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.11B
$230K ﹤0.01%
9,032
– –
SCHH icon
1036
Schwab US REIT ETF
SCHH
$11.7B
$227K ﹤0.01%
11,978
+3,390
+39% +$72.5K
EMHY icon
1037
iShares JPMorgan EM High Yield Bond ETF
EMHY
$617M
$225K ﹤0.01%
6,228
+120
+2% +$4.62K
WH icon
1038
Wyndham Hotels & Resorts
WH
$5.61B
$223K ﹤0.01%
2,847
+1,365
+92% +$138K
CNX icon
1039
CNX Resources
CNX
$4.91B
$223K ﹤0.01%
7,915
+2,518
+47% +$75.8K
GMF icon
1040
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$410M
$222K ﹤0.01%
2,196
– –
IYF icon
1041
iShares US Financials ETF
IYF
$4.65B
$221K ﹤0.01%
2,229
+1
+0% +$115
STX icon
1042
Seagate
STX
$174B
$221K ﹤0.01%
3,317
-786
-19% -$74.3K
PTLC icon
1043
Pacer Trendpilot US Large Cap ETF
PTLC
$3.19B
$221K ﹤0.01%
4,543
– –
VTIP icon
1044
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$220K ﹤0.01%
4,422
-642
-13% -$31.5K
ICSH icon
1045
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.06B
$220K ﹤0.01%
4,358
– –
AUR icon
1046
Aurora
AUR
$11.7B
$219K ﹤0.01%
38,776
-4,994
-11% -$35.7K
VRP icon
1047
Invesco Variable Rate Preferred ETF
VRP
$2.98B
$219K ﹤0.01%
9,370
– –
LNC icon
1048
Lincoln National
LNC
$7.92B
$218K ﹤0.01%
7,541
-1,292
-15% -$45.8K
PIPR icon
1049
Piper Sandler
PIPR
$4.99B
$218K ﹤0.01%
4,136
+168
+4% +$12K
TRC icon
1050
Tejon Ranch
TRC
$460M
$218K ﹤0.01%
14,123
-100
-0.7% -$1.59K
40 41
42
43 44

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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.