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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
COST icon
101
Costco
COST
$422B
$111M 0.23%
121,876
-2,964
-2% -$2.89M
BN icon
102
Brookfield
BN
$103B
$110M 0.23%
3,708,008
+93,891
+3% +$3.55M
BSX icon
103
Boston Scientific
BSX
$67.6B
$108M 0.23%
1,190,811
+1,172,866
+6,536% +$118M
IBM icon
104
IBM
IBM
$204B
$106M 0.22%
479,827
+13,688
+3% +$3.35M
ALC icon
105
Alcon
ALC
$32.8B
$105M 0.22%
1,249,661
+15,809
+1% +$1.42M
IWM icon
106
iShares Russell 2000 ETF
IWM
$80.3B
$105M 0.22%
601,114
+26,028
+5% +$5.65M
CYBR
107
DELISTED
CyberArk
CYBR
$105M 0.22%
331,467
+219,469
+196% +$78.9M
GE icon
108
GE Aerospace
GE
$375B
$104M 0.22%
615,997
+525,117
+578% +$103M
IWB icon
109
iShares Russell 1000 ETF
IWB
$47.7B
$102M 0.22%
374,850
-118,713
-24% -$38.4M
FICO icon
110
Fair Isaac
FICO
$29.7B
$102M 0.21%
60,634
+58
+0.1% +$107K
PH icon
111
Parker-Hannifin
PH
$124B
$102M 0.21%
193,282
-34,035
-15% -$22.3M
PWR icon
112
Quanta Services
PWR
$93.1B
$96.6M 0.2%
394,359
+386,314
+4,802% +$112M
BR icon
113
Broadridge
BR
$17.7B
$96.5M 0.2%
444,433
+8,324
+2% +$1.96M
GVI icon
114
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$95.9M 0.2%
908,581
+68,689
+8% +$7.2M
LHX icon
115
L3Harris
LHX
$56.5B
$95.9M 0.2%
477,518
-86,616
-15% -$18.2M
MNDY icon
116
monday.com
MNDY
$3.47B
$95.6M 0.2%
437,796
-118,133
-21% -$31.2M
AJG icon
117
Arthur J. Gallagher & Co
AJG
$65.1B
$95.1M 0.2%
305,200
+186,209
+156% +$58.8M
CHKP icon
118
Check Point Software Technologies
CHKP
$13.6B
$95.1M 0.2%
456,559
+19,598
+4% +$4.15M
AMJB icon
119
Alerian MLP Index ETNs due January 28 2044
AMJB
$855M
$93M 0.2%
3,396,366
+58,771
+2% +$1.88M
AMGN icon
120
Amgen
AMGN
$203B
$92.3M 0.19%
329,195
+632
+0.2% +$187K
CL icon
121
Colgate-Palmolive
CL
$73.6B
$90.6M 0.19%
1,022,778
-7,087
-0.7% -$635K
VTI icon
122
Vanguard Total Stock Market ETF
VTI
$655B
$88.3M 0.19%
362,166
+15,299
+4% +$4.44M
PG icon
123
Procter & Gamble
PG
$346B
$85.7M 0.18%
541,235
+43,739
+9% +$7.33M
COR icon
124
Cencora
COR
$60.5B
$85.5M 0.18%
311,071
+2,353
+0.8% +$591K
SHW icon
125
Sherwin-Williams
SHW
$80.7B
$84.6M 0.18%
269,950
-53,574
-17% -$18.8M
3 4
5
6 7

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CWM
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VRS
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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.