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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
MP icon
1251
MP Materials
MP
$6.78B
$129K ﹤0.01%
5,864
+1,084
+23% +$25.2K
EIS icon
1252
iShares MSCI Israel ETF
EIS
$863M
$128K ﹤0.01%
1,840
– –
PICK icon
1253
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.16B
$128K ﹤0.01%
4,234
-935
-18% -$34.1K
RSPU icon
1254
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$541M
$128K ﹤0.01%
+1,981
New +$134K
OSIS icon
1255
OSI Systems
OSIS
$3.53B
$128K ﹤0.01%
732
+49
+7% +$9.33K
EOI
1256
Eaton Vance Enhanced Equity Income Fund
EOI
$789M
$128K ﹤0.01%
7,650
– –
AAL icon
1257
American Airlines Group
AAL
$9.82B
$127K ﹤0.01%
14,020
+7,500
+115% +$113K
SCHR
1258
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$127K ﹤0.01%
5,117
+4,520
+757% +$111K
LNTH icon
1259
Lantheus
LNTH
$6.51B
$127K ﹤0.01%
1,357
+26
+2% +$2.43K
REVG
1260
DELISTED
REV Group
REVG
$127K ﹤0.01%
4,389
+4,289
+4,289% +$139K
PDD icon
1261
Pinduoduo
PDD
$126B
$127K ﹤0.01%
1,347
+26
+2% +$2.98K
MDYG icon
1262
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.76B
$126K ﹤0.01%
1,795
– –
HEFA icon
1263
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.45B
$126K ﹤0.01%
3,937
-15
-0.4% -$547
FHLC icon
1264
Fidelity MSCI Health Care Index ETF
FHLC
$3.35B
$126K ﹤0.01%
2,032
+1
+0% +$69
NANR icon
1265
State Street SPDR S&P North American Natural Resources ETF
NANR
$746M
$125K ﹤0.01%
2,662
-234
-8% -$12.7K
HGER icon
1266
Harbor Commodity All-Weather Strategy ETF
HGER
$3.8B
$125K ﹤0.01%
+5,642
New +$131K
BBWI icon
1267
Bath & Body Works
BBWI
$3.97B
$125K ﹤0.01%
4,883
+796
+19% +$28.2K
TPH
1268
DELISTED
Tri Pointe Homes
TPH
$124K ﹤0.01%
4,294
+731
+21% +$24.9K
FMDE icon
1269
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.68B
$124K ﹤0.01%
4,493
+8
+0.2% +$265
EL icon
1270
Estee Lauder
EL
$30.4B
$124K ﹤0.01%
2,481
-801
-24% -$57.9K
QXO
1271
QXO Inc
QXO
$13.9B
$124K ﹤0.01%
+10,000
New +$136K
AZEK
1272
DELISTED
The AZEK Co
AZEK
$123K ﹤0.01%
2,842
-20,370
-88% -$965K
APTV icon
1273
Aptiv
APTV
$12.3B
$123K ﹤0.01%
+2,497
New +$158K
ROKU icon
1274
Roku
ROKU
$21.6B
$123K ﹤0.01%
2,234
+1,743
+355% +$139K
ILCG icon
1275
iShares Morningstar Growth ETF
ILCG
$3B
$123K ﹤0.01%
1,695
– –
49 50
51
52 53

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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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PPFA
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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.