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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
WMT icon
126
Walmart Inc
WMT
$889B
$84.3M 0.18%
1,030,783
-27,164
-3% -$2.55M
EFA icon
127
iShares MSCI EAFE ETF
EFA
$76.8B
$83.4M 0.18%
1,142,476
-23,551
-2% -$1.9M
ACN icon
128
Accenture
ACN
$94.3B
$82.8M 0.17%
294,336
+64,261
+28% +$22.7M
OWL icon
129
Blue Owl Capital
OWL
$6.54B
$80.3M 0.17%
5,039,705
+1,795,648
+55% +$40.4M
MRK icon
130
Merck
MRK
$323B
$80M 0.17%
1,013,832
-13,346
-1% -$1.25M
FOUR icon
131
Shift4
FOUR
$3.96B
$76.9M 0.16%
1,045,107
-153,738
-13% -$15.8M
HDB icon
132
HDFC Bank
HDB
$119B
$76.5M 0.16%
2,396,814
+118,990
+5% +$3.63M
TSM icon
133
TSMC
TSM
$2.07T
$75.7M 0.16%
535,471
+83,573
+18% +$16.2M
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.07T
$75.4M 0.16%
102
+53
+108% +$38.7M
MLPB icon
135
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$245M
$75.2M 0.16%
3,203,463
-120,603
-4% -$3.28M
HQY icon
136
HealthEquity
HQY
$8.28B
$75.1M 0.16%
978,314
+914,461
+1,432% +$93.8M
PAA icon
137
Plains All American Pipeline
PAA
$17.1B
$74.3M 0.16%
4,633,089
-303,893
-6% -$6M
IWP icon
138
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$73.3M 0.15%
702,977
-75,523
-10% -$9.71M
AZO icon
139
AutoZone
AZO
$50.2B
$72.9M 0.15%
20,830
+61
+0.3% +$210K
IT icon
140
Gartner
IT
$9.87B
$71.8M 0.15%
190,320
-5,608
-3% -$2.76M
DKS icon
141
Dick's Sporting Goods
DKS
$18.4B
$71.6M 0.15%
418,155
+14,039
+3% +$3.13M
BEPC icon
142
Brookfield Renewable
BEPC
$5.95B
$71.1M 0.15%
2,902,824
+2,901,629
+242,814% +$79.6M
RACE icon
143
Ferrari
RACE
$66.8B
$67.9M 0.14%
167,977
+4,190
+3% +$1.88M
HUBS icon
144
HubSpot
HUBS
$11.4B
$66.8M 0.14%
137,202
+148
+0.1% +$104K
GS icon
145
Goldman Sachs
GS
$309B
$66M 0.14%
142,705
+8,979
+7% +$5.4M
QQQ icon
146
Invesco QQQ Trust
QQQ
$449B
$65.4M 0.14%
157,259
+20,594
+15% +$10.5M
EQIX icon
147
Equinix
EQIX
$103B
$65.2M 0.14%
88,146
-55,085
-38% -$49.5M
ORCL icon
148
Oracle
ORCL
$345B
$64.9M 0.14%
521,522
-4,484
-0.9% -$730K
SFM icon
149
Sprouts Farmers Market
SFM
$7.23B
$61.9M 0.13%
427,741
-79,133
-16% -$11.8M
TW icon
150
Tradeweb Markets
TW
$21.7B
$61.7M 0.13%
491,692
+3,131
+0.6% +$416K
4 5
6
7 8

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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.