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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
RBRK icon
1076
Rubrik
RBRK
$14.8B
$204K ﹤0.01%
3,862
-759
-16% -$51.8K
NI icon
1077
NiSource
NI
$21.5B
$204K ﹤0.01%
5,492
+187
+4% +$7.2K
CCL icon
1078
Carnival Corporation Ltd
CCL
$38.1B
$204K ﹤0.01%
12,205
+2,415
+25% +$57.4K
BWXT icon
1079
BWX Technologies
BWXT
$14.4B
$201K ﹤0.01%
2,160
+261
+14% +$28.3K
ETV
1080
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.66B
$200K ﹤0.01%
17,162
– –
XMLV icon
1081
Invesco S&P MidCap Low Volatility ETF
XMLV
$762M
$199K ﹤0.01%
3,590
-215
-6% -$13.2K
AIQ icon
1082
Global X Artificial Intelligence & Technology ETF
AIQ
$8.89B
$199K ﹤0.01%
6,330
+541
+9% +$21.3K
PWB icon
1083
Invesco Large Cap Growth ETF
PWB
$2.17B
$197K ﹤0.01%
2,277
– –
VOX icon
1084
Vanguard Communication Services ETF
VOX
$5.68B
$196K ﹤0.01%
1,476
– –
RSPG icon
1085
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$553M
$196K ﹤0.01%
3,000
-1,011
-25% -$81.5K
WHR icon
1086
Whirlpool
WHR
$2.49B
$195K ﹤0.01%
2,519
+338
+15% +$35.8K
RCI icon
1087
Rogers Communications
RCI
$18.8B
$195K ﹤0.01%
8,112
+7,900
+3,726% +$223K
FNB icon
1088
FNB Corp
FNB
$6.76B
$195K ﹤0.01%
16,848
-1,037
-6% -$15.2K
ENVX icon
1089
Enovix
ENVX
$803M
$194K ﹤0.01%
40,567
-514
-1% -$4.57K
KEY icon
1090
KeyCorp
KEY
$23.8B
$193K ﹤0.01%
14,586
-2,464
-14% -$41.8K
WU icon
1091
Western Union
WU
$2.53B
$193K ﹤0.01%
21,198
+658
+3% +$6.97K
USIG icon
1092
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$192K ﹤0.01%
3,853
-112
-3% -$5.67K
SF
1093
Stifel
SF
$12.4B
$192K ﹤0.01%
3,761
+1,094
+41% +$77.1K
BY icon
1094
Byline Bancorp
BY
$1.78B
$191K ﹤0.01%
8,088
– –
HLN icon
1095
Haleon
HLN
$45.3B
$191K ﹤0.01%
20,385
+5,147
+34% +$50.7K
INDB icon
1096
Independent Bank
INDB
$4.04B
$190K ﹤0.01%
3,475
-210
-6% -$13.8K
SDOG icon
1097
ALPS Sector Dividend Dogs ETF
SDOG
$1.43B
$190K ﹤0.01%
3,760
– –
KCE icon
1098
State Street SPDR S&P Capital Markets ETF
KCE
$450M
$190K ﹤0.01%
1,748
+6
+0.3% +$821
IGLB icon
1099
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$190K ﹤0.01%
3,969
-635
-14% -$31.7K
BGRN icon
1100
iShares USD Green Bond ETF
BGRN
$497M
$190K ﹤0.01%
4,070
– –
42 43
44
45 46

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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.