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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
XLRE icon
1351
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$101K ﹤0.01%
2,725
+2,399
+736% +$99.9K
ARKK icon
1352
ARK Innovation ETF
ARKK
$5.77B
$101K ﹤0.01%
2,490
– –
MOG.A icon
1353
Moog Inc Class A
MOG.A
$13.3B
$101K ﹤0.01%
668
-249
-27% -$45.9K
EWC icon
1354
iShares MSCI Canada ETF
EWC
$6.17B
$101K ﹤0.01%
2,705
-15
-0.6% -$615
RSPS icon
1355
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$250M
$100K ﹤0.01%
3,500
– –
LECO icon
1356
Lincoln Electric
LECO
$13.7B
$100K ﹤0.01%
599
+65
+12% +$12.8K
SHYG icon
1357
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$99.7K ﹤0.01%
2,443
+1,068
+78% +$45.8K
CVSA
1358
Covista Inc
CVSA
$4.3B
$99.6K ﹤0.01%
1,008
+123
+14% +$12.3K
BBIO icon
1359
BridgeBio Pharma
BBIO
$16.1B
$99.5K ﹤0.01%
3,300
+1,500
+83% +$50.6K
TRUP icon
1360
Trupanion
TRUP
$1.07B
$99.3K ﹤0.01%
3,017
– –
DFE icon
1361
WisdomTree Europe SmallCap Dividend Fund
DFE
$167M
$99K ﹤0.01%
1,800
– –
JMST icon
1362
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.12B
$98.7K ﹤0.01%
+1,950
New +$99.1K
FULT icon
1363
Fulton Financial
FULT
$4.66B
$98.6K ﹤0.01%
6,478
-6,481
-50% -$126K
BTI icon
1364
British American Tobacco
BTI
$133B
$98.5K ﹤0.01%
2,492
-548
-18% -$21.5K
CMC icon
1365
Commercial Metals
CMC
$7.57B
$98.5K ﹤0.01%
2,512
+140
+6% +$6.81K
TGNA
1366
DELISTED
TEGNA Inc
TGNA
$98.2K ﹤0.01%
6,183
+3,200
+107% +$57.9K
JXN icon
1367
Jackson Financial
JXN
$8.5B
$97.6K ﹤0.01%
1,383
-103
-7% -$9.15K
SBLK icon
1368
Star Bulk Carriers
SBLK
$3.25B
$97.5K ﹤0.01%
7,700
– –
OGE icon
1369
OGE Energy
OGE
$9.76B
$97K ﹤0.01%
2,298
+222
+11% +$9.66K
OTTR icon
1370
Otter Tail
OTTR
$3.75B
$97K ﹤0.01%
1,300
-1,579
-55% -$125K
RS icon
1371
Reliance Steel & Aluminium
RS
$20.5B
$97K ﹤0.01%
370
-110
-23% -$31.5K
TRMB icon
1372
Trimble
TRMB
$13.3B
$96.8K ﹤0.01%
1,757
+782
+80% +$56.2K
TLH icon
1373
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$96.8K ﹤0.01%
957
+859
+877% +$87.1K
GLPI icon
1374
Gaming and Leisure Properties
GLPI
$12.7B
$96.2K ﹤0.01%
2,096
+477
+29% +$23.4K
SMMD icon
1375
iShares Russell 2500 ETF
SMMD
$3.56B
$96.1K ﹤0.01%
1,753
+803
+85% +$54.1K
53 54
55
56 57

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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.