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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
EBAY icon
1101
eBay
EBAY
$51.2B
$188K ﹤0.01%
3,159
-1,171
-27% -$78K
SWX icon
1102
Southwest Gas
SWX
$6.64B
$187K ﹤0.01%
2,791
+50
+2% +$3.7K
AXS icon
1103
AXIS Capital
AXS
$7.73B
$187K ﹤0.01%
2,108
+493
+31% +$45.5K
AGNC icon
1104
AGNC Investment
AGNC
$12.7B
$187K ﹤0.01%
21,845
+7,160
+49% +$71.5K
HRB icon
1105
H&R Block
HRB
$5.98B
$186K ﹤0.01%
3,403
+757
+29% +$40.5K
ITB icon
1106
iShares US Home Construction ETF
ITB
$2.32B
$186K ﹤0.01%
2,172
– –
CPB icon
1107
Campbell Soup
CPB
$6.85B
$185K ﹤0.01%
5,035
+224
+5% +$8.78K
JNK icon
1108
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.05B
$184K ﹤0.01%
2,013
+416
+26% +$40K
PSMT icon
1109
Pricesmart
PSMT
$5.94B
$183K ﹤0.01%
2,231
+402
+22% +$35.8K
PSQ icon
1110
ProShares Short QQQ
PSQ
$857M
$182K ﹤0.01%
4,000
– –
NMFC icon
1111
New Mountain Finance
NMFC
$654M
$181K ﹤0.01%
19,825
– –
UTHR icon
1112
United Therapeutics
UTHR
$26.1B
$180K ﹤0.01%
642
+171
+36% +$58.6K
EUAD
1113
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.17B
$179K ﹤0.01%
+5,914
New +$174K
DFIV icon
1114
Dimensional International Value ETF
DFIV
$20.9B
$179K ﹤0.01%
5,174
-4,035
-44% -$154K
SIRI icon
1115
SiriusXM
SIRI
$11B
$178K ﹤0.01%
9,182
-3,271
-26% -$77K
LBRDA icon
1116
Liberty Broadband Class A
LBRDA
$4.89B
$178K ﹤0.01%
2,456
-15
-0.6% -$1.2K
EWA icon
1117
iShares MSCI Australia ETF
EWA
$1.38B
$177K ﹤0.01%
8,500
– –
MTN icon
1118
Vail Resorts
MTN
$5.7B
$176K ﹤0.01%
1,339
-50,407
-97% -$8.38M
IDN icon
1119
Intellicheck
IDN
$75.1M
$175K ﹤0.01%
77,275
+12,939
+20% +$34.1K
XT icon
1120
iShares Future Exponential Technologies ETF
XT
$3.7B
$175K ﹤0.01%
3,514
-194
-5% -$11.9K
CXT icon
1121
Crane NXT
CXT
$2.99B
$175K ﹤0.01%
4,126
-554
-12% -$32.5K
IDV icon
1122
iShares International Select Dividend ETF
IDV
$8.31B
$175K ﹤0.01%
6,296
+6,292
+157,300% +$185K
ZETA icon
1123
Zeta Global
ZETA
$5.5B
$175K ﹤0.01%
15,029
-62,726
-81% -$1.12M
VOOG icon
1124
Vanguard S&P 500 Growth ETF
VOOG
$24.7B
$174K ﹤0.01%
3,486
+186
+6% +$11.3K
TSN icon
1125
Tyson Foods
TSN
$21.5B
$173K ﹤0.01%
3,009
+953
+46% +$56K
43 44
45
46 47

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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.