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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
POOL icon
1126
Pool Corp
POOL
$7.05B
$173K ﹤0.01%
596
+175
+42% +$59.4K
ZBRA icon
1127
Zebra Technologies
ZBRA
$13.5B
$173K ﹤0.01%
810
-8
-1% -$2.73K
L icon
1128
Loews
L
$24.5B
$172K ﹤0.01%
2,112
-2
-0.1% -$171
KRG icon
1129
Kite Realty
KRG
$5.86B
$171K ﹤0.01%
8,765
-2,537
-22% -$58K
DON icon
1130
WisdomTree US MidCap Dividend Fund
DON
$4.05B
$171K ﹤0.01%
3,943
-434
-10% -$22.1K
UITB icon
1131
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
$171K ﹤0.01%
3,661
– –
VLY icon
1132
Valley National Bancorp
VLY
$7.9B
$170K ﹤0.01%
21,394
+717
+3% +$6.78K
HAS icon
1133
Hasbro
HAS
$13.5B
$170K ﹤0.01%
3,351
+1,557
+87% +$94.2K
SNX icon
1134
TD Synnex
SNX
$19.9B
$169K ﹤0.01%
1,740
+20
+1% +$2.67K
DFAX icon
1135
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.6B
$169K ﹤0.01%
7,222
+18
+0.2% +$467
MHK icon
1136
Mohawk Industries
MHK
$6.91B
$169K ﹤0.01%
1,710
+97
+6% +$11.6K
TFLO icon
1137
iShares Treasury Floating Rate Bond ETF
TFLO
$6.54B
$168K ﹤0.01%
3,335
-518
-13% -$26.2K
WPC icon
1138
W.P. Carey
WPC
$17B
$168K ﹤0.01%
2,996
-39
-1% -$2.31K
ADMA icon
1139
ADMA Biologics
ADMA
$2.02B
$168K ﹤0.01%
9,404
+4,296
+84% +$74.3K
PTC icon
1140
PTC
PTC
$15.3B
$168K ﹤0.01%
1,228
-192
-14% -$33K
OLED icon
1141
Universal Display
OLED
$3.75B
$167K ﹤0.01%
1,567
-48
-3% -$7.17K
CADE
1142
DELISTED
Cadence Bank
CADE
$167K ﹤0.01%
6,320
-877
-12% -$29.1K
CATH icon
1143
Global X S&P 500 Catholic Values ETF
CATH
$1.26B
$167K ﹤0.01%
2,786
– –
CNH
1144
CNH Industrial
CNH
$13.3B
$166K ﹤0.01%
16,107
-17,000
-51% -$213K
VTRS icon
1145
Viatris
VTRS
$20.8B
$166K ﹤0.01%
22,572
-3,320
-13% -$34.9K
EEFT icon
1146
Euronet Worldwide
EEFT
$3.19B
$166K ﹤0.01%
1,897
-845
-31% -$85.7K
FNV icon
1147
Franco-Nevada
FNV
$41.3B
$166K ﹤0.01%
1,159
+168
+17% +$23.5K
CTSO icon
1148
Cytosorbents Corp
CTSO
$22.2M
$166K ﹤0.01%
172,649
– –
MRNA icon
1149
Moderna
MRNA
$21.6B
$166K ﹤0.01%
6,726
-320
-5% -$11.4K
PJP icon
1150
Invesco Pharmaceuticals ETF
PJP
$445M
$166K ﹤0.01%
2,200
– –
44 45
46
47 48

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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.