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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
SWK icon
1201
Stanley Black & Decker
SWK
$14.5B
$146K ﹤0.01%
2,611
-826
-24% -$69.6K
WMS icon
1202
Advanced Drainage Systems
WMS
$10.6B
$146K ﹤0.01%
1,507
-668
-31% -$77.9K
COLB icon
1203
Columbia Banking Systems
COLB
$8.71B
$146K ﹤0.01%
7,005
-450
-6% -$12K
BFAM icon
1204
Bright Horizons
BFAM
$4.35B
$145K ﹤0.01%
1,319
-157
-11% -$19.3K
SYF icon
1205
Synchrony
SYF
$24.4B
$145K ﹤0.01%
3,306
+1,141
+53% +$70.6K
VGIT icon
1206
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$144K ﹤0.01%
2,425
-586
-19% -$34.3K
NTES icon
1207
NetEase
NTES
$83B
$143K ﹤0.01%
1,567
+21
+1% +$2.11K
IBKR icon
1208
Interactive Brokers
IBKR
$38.4B
$143K ﹤0.01%
3,884
-460
-11% -$22.8K
LW icon
1209
Lamb Weston
LW
$7.42B
$143K ﹤0.01%
2,717
+119
+5% +$6.74K
CWK icon
1210
Cushman & Wakefield Ltd
CWK
$3.16B
$142K ﹤0.01%
17,476
+795
+5% +$9.66K
DOC icon
1211
Healthpeak Properties
DOC
$15.5B
$141K ﹤0.01%
7,821
+3,228
+70% +$65.3K
RAMP icon
1212
LiveRamp
RAMP
$2.29B
$141K ﹤0.01%
5,968
-2,136
-26% -$65.3K
FERG icon
1213
Ferguson
FERG
$43.9B
$140K ﹤0.01%
948
-24,174
-96% -$4.19M
MAIN icon
1214
Main Street Capital
MAIN
$5.05B
$140K ﹤0.01%
2,847
-593
-17% -$35.3K
SKY icon
1215
Champion Homes
SKY
$4.41B
$139K ﹤0.01%
1,709
+37
+2% +$3.55K
USRT icon
1216
iShares Core US REIT ETF
USRT
$4.71B
$139K ﹤0.01%
2,756
+2
+0.1% +$116
CR icon
1217
Crane Co
CR
$11.9B
$139K ﹤0.01%
1,045
-1,977
-65% -$317K
TDTT icon
1218
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.54B
$138K ﹤0.01%
5,726
+5,251
+1,105% +$126K
AEG icon
1219
Aegon
AEG
$13.3B
$138K ﹤0.01%
25,107
– –
FXI icon
1220
iShares China Large-Cap ETF
FXI
$4.32B
$138K ﹤0.01%
4,662
+1,302
+39% +$44.1K
DLY
1221
DoubleLine Yield Opportunities Fund
DLY
$671M
$138K ﹤0.01%
9,459
– –
IXC icon
1222
iShares Global Energy ETF
IXC
$2.75B
$137K ﹤0.01%
3,961
-230
-5% -$9.23K
BILS icon
1223
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$136K ﹤0.01%
1,372
– –
AKAM icon
1224
Akamai
AKAM
$15.6B
$136K ﹤0.01%
1,996
-79
-4% -$7.09K
SWKS icon
1225
Skyworks Solutions
SWKS
$9.21B
$136K ﹤0.01%
2,761
-358
-11% -$27.3K
47 48
49
50 51

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CWM
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VRS
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FAF
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BGIM
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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.