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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
GQRE icon
1476
FlexShares Global Quality Real Estate Index Fund
GQRE
$429M
$74K ﹤0.01%
+1,428
New +$82.2K
MRP
1477
Millrose Properties Inc
MRP
$4.69B
$74K ﹤0.01%
+3,288
New +$77K
MRCC
1478
DELISTED
Monroe Capital Corp
MRCC
$74K ﹤0.01%
11,104
+250
+2% +$2.08K
FWONA icon
1479
Liberty Media Series A
FWONA
$23.1B
$73.6K ﹤0.01%
1,027
+85
+9% +$7.24K
BJ icon
1480
BJs Wholesale Club
BJ
$12.6B
$73.5K ﹤0.01%
656
-43
-6% -$4.43K
MLI icon
1481
Mueller Industries
MLI
$14.8B
$73.4K ﹤0.01%
2,142
-232
-10% -$9.26K
CRI icon
1482
Carter's
CRI
$1.39B
$73.3K ﹤0.01%
2,229
-343
-13% -$16.5K
NOG icon
1483
Northern Oil and Gas
NOG
$2.27B
$73.3K ﹤0.01%
3,559
-3,248
-48% -$111K
FIW icon
1484
First Trust Water ETF
FIW
$1.85B
$73.3K ﹤0.01%
812
-201
-20% -$20.8K
ACWV icon
1485
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$73.3K ﹤0.01%
681
– –
PDBC icon
1486
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.36B
$73.2K ﹤0.01%
5,998
+5,675
+1,757% +$76.3K
NWSA icon
1487
News Corp Class A
NWSA
$15.2B
$73.2K ﹤0.01%
3,055
+2,274
+291% +$63.6K
QCRH icon
1488
QCR Holdings
QCRH
$1.69B
$72.7K ﹤0.01%
1,125
– –
SJNK icon
1489
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$72.6K ﹤0.01%
3,012
+157
+5% +$3.99K
IXN icon
1490
iShares Global Tech ETF
IXN
$8.34B
$72.3K ﹤0.01%
1,099
-3,300
-75% -$273K
MTH icon
1491
Meritage Homes
MTH
$4.72B
$71.6K ﹤0.01%
1,145
-1,099
-49% -$82.6K
MTG icon
1492
MGIC Investment
MTG
$6.44B
$71.3K ﹤0.01%
3,178
-533
-14% -$12.9K
FTRE icon
1493
Fortrea Holdings
FTRE
$1.8B
$71.3K ﹤0.01%
12,501
-13
-0.1% -$184
EHC icon
1494
Encompass Health
EHC
$11B
$71.2K ﹤0.01%
727
+474
+187% +$46.3K
SPH icon
1495
Suburban Propane Partners
SPH
$1.23B
$71K ﹤0.01%
3,698
– –
GLOB icon
1496
Globant
GLOB
$1.57B
$70.9K ﹤0.01%
714
-3,291
-82% -$590K
MUSI icon
1497
American Century Multisector Income ETF
MUSI
$244M
$70.9K ﹤0.01%
1,665
– –
PRGS icon
1498
Progress Software
PRGS
$1.65B
$70.8K ﹤0.01%
1,294
+98
+8% +$5.61K
TMHC
1499
DELISTED
Taylor Morrison
TMHC
$70.6K ﹤0.01%
1,309
-331
-20% -$20.6K
VNT icon
1500
Vontier
VNT
$4.49B
$70.2K ﹤0.01%
2,504
-52
-2% -$1.89K
58 59
60
61 62

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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.