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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
VMBS icon
1051
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$217K ﹤0.01%
4,746
+3,421
+258% +$156K
IPG
1052
DELISTED
Interpublic Group of Companies
IPG
$216K ﹤0.01%
9,438
-234
-2% -$6.42K
COHR icon
1053
Coherent
COHR
$43.4B
$216K ﹤0.01%
4,208
+4,079
+3,162% +$338K
ACI icon
1054
Albertsons Companies
ACI
$5.85B
$215K ﹤0.01%
10,281
-673
-6% -$13.9K
FVD icon
1055
First Trust Value Line Dividend Fund
FVD
$8.44B
$214K ﹤0.01%
5,277
– –
DM
1056
DELISTED
Desktop Metal, Inc.
DM
$214K ﹤0.01%
43,207
– –
CALY
1057
Callaway Golf Company
CALY
$3.28B
$214K ﹤0.01%
38,368
-4,315
-10% -$31.7K
DGRW icon
1058
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$213K ﹤0.01%
2,983
-83
-3% -$6.8K
SCZ icon
1059
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$212K ﹤0.01%
3,677
-4,976
-58% -$314K
WEN icon
1060
Wendy's
WEN
$1.46B
$211K ﹤0.01%
17,008
-582
-3% -$8.75K
VPU
1061
Vanguard Utilities ETF
VPU
$8.56B
$211K ﹤0.01%
1,332
– –
ASO icon
1062
Academy Sports + Outdoors
ASO
$3.04B
$211K ﹤0.01%
6,176
-239,880
-97% -$12.3M
HDV
1063
iShares Core High Dividend ETF
HDV
$14.7B
$210K ﹤0.01%
9,685
-19,325
-67% -$452K
P
1064
Everpure Inc
P
$23B
$209K ﹤0.01%
5,402
+706
+15% +$42.6K
PCAR icon
1065
PACCAR
PCAR
$70.5B
$208K ﹤0.01%
2,412
-2
-0.1% -$211
GIB icon
1066
CGI
GIB
$15.4B
$208K ﹤0.01%
2,149
-1,095
-34% -$120K
BBY icon
1067
Best Buy
BBY
$19B
$208K ﹤0.01%
3,697
+302
+9% +$24.9K
PB icon
1068
Prosperity Bancshares
PB
$8.9B
$208K ﹤0.01%
3,256
+187
+6% +$14.2K
GSK icon
1069
GSK
GSK
$107B
$207K ﹤0.01%
6,069
-543
-8% -$19.9K
AVT icon
1070
Avnet
AVT
$6.86B
$207K ﹤0.01%
4,989
+159
+3% +$8.05K
TOST icon
1071
Toast
TOST
$18.9B
$207K ﹤0.01%
6,895
+897
+15% +$33.6K
PFFA icon
1072
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.42B
$206K ﹤0.01%
+10,488
New +$230K
WOMN icon
1073
Impact Shares Womens Empowerment ETF Trading
WOMN
$56.5M
$205K ﹤0.01%
6,089
– –
FIVE icon
1074
Five Below
FIVE
$11.6B
$205K ﹤0.01%
3,676
+52
+1% +$4.57K
IRT icon
1075
Independence Realty Trust
IRT
$3.98B
$204K ﹤0.01%
11,461
+3,084
+37% +$62.1K
41 42
43
44 45

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FAF
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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.