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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
BTCO icon
1301
Invesco Galaxy Bitcoin ETF
BTCO
$426M
$115K ﹤0.01%
1,500
– –
DSL
1302
DoubleLine Income Solutions Fund
DSL
$1.22B
$115K ﹤0.01%
10,032
– –
TLTD icon
1303
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$656M
$114K ﹤0.01%
1,706
– –
GXO icon
1304
GXO Logistics
GXO
$5.93B
$114K ﹤0.01%
3,604
-1,474
-29% -$61.6K
BDJ icon
1305
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.7B
$114K ﹤0.01%
14,861
+80
+0.5% +$697
DBA icon
1306
Invesco DB Agriculture Fund
DBA
$1.23B
$113K ﹤0.01%
4,477
– –
NTNX icon
1307
Nutanix
NTNX
$16.1B
$113K ﹤0.01%
1,944
+820
+73% +$56.7K
KMPR icon
1308
Kemper
KMPR
$1.81B
$113K ﹤0.01%
+1,996
New +$132K
ABCB icon
1309
Ameris Bancorp
ABCB
$5.89B
$113K ﹤0.01%
2,221
-25
-1% -$1.56K
CASY icon
1310
Casey's General Stores
CASY
$32.1B
$112K ﹤0.01%
270
+3
+1% +$1.23K
BCO icon
1311
Brink's
BCO
$5.01B
$112K ﹤0.01%
1,348
+3
+0.2% +$272
SHV icon
1312
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$112K ﹤0.01%
1,014
-519
-34% -$57.2K
ABG icon
1313
Asbury Automotive
ABG
$4.62B
$111K ﹤0.01%
527
+43
+9% +$11.2K
YEXT icon
1314
Yext
YEXT
$573M
$111K ﹤0.01%
19,781
+5,681
+40% +$36.7K
ALG icon
1315
Alamo Group
ALG
$1.91B
$111K ﹤0.01%
700
-150
-18% -$27.5K
IBN icon
1316
ICICI Bank
IBN
$107B
$111K ﹤0.01%
3,678
+648
+21% +$18.8K
BFH icon
1317
Bread Financial
BFH
$4.32B
$111K ﹤0.01%
2,586
-383
-13% -$21.8K
WAT icon
1318
Waters Corp
WAT
$37.3B
$111K ﹤0.01%
360
-39
-10% -$15.1K
RL icon
1319
Ralph Lauren
RL
$22.4B
$111K ﹤0.01%
607
+198
+48% +$49.1K
BIDU icon
1320
Baidu
BIDU
$35.7B
$110K ﹤0.01%
1,433
– –
PENN icon
1321
PENN Entertainment
PENN
$2.84B
$110K ﹤0.01%
7,984
+1,492
+23% +$29.2K
IIIV icon
1322
i3 Verticals
IIIV
$419M
$109K ﹤0.01%
4,796
-464
-9% -$11.8K
QYLD icon
1323
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.88B
$109K ﹤0.01%
7,276
+319
+5% +$5.72K
PPL
1324
PPL Corp
PPL
$26.9B
$109K ﹤0.01%
3,244
+753
+30% +$25.5K
GWRE icon
1325
Guidewire Software
GWRE
$13.9B
$108K ﹤0.01%
626
+317
+103% +$61.6K
51 52
53
54 55

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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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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.