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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
EVT icon
1601
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.09B
$55K ﹤0.01%
2,702
– –
HPS
1602
John Hancock Preferred Income Fund III
HPS
$456M
$54.5K ﹤0.01%
4,000
– –
MWA icon
1603
Mueller Water Products
MWA
$3.9B
$54.4K ﹤0.01%
2,383
+292
+14% +$7.32K
FTCS icon
1604
First Trust Capital Strength ETF
FTCS
$7.95B
$53.8K ﹤0.01%
659
-203
-24% -$18.1K
INSM icon
1605
Insmed
INSM
$22B
$53.7K ﹤0.01%
827
+239
+41% +$18.3K
UHAL.B icon
1606
U-Haul Holding Co Series N
UHAL.B
$12.3B
$53.5K ﹤0.01%
1,023
+22
+2% +$1.38K
MVV icon
1607
ProShares Ultra MidCap400
MVV
$153M
$53.4K ﹤0.01%
1,200
– –
SCCO icon
1608
Southern Copper
SCCO
$145B
$53.2K ﹤0.01%
738
+128
+21% +$11.5K
PDO
1609
PIMCO Dynamic Income Opportunities Fund
PDO
$1.87B
$53.2K ﹤0.01%
4,301
+2,001
+87% +$27.6K
MSGS icon
1610
Madison Square Garden
MSGS
$9.75B
$52K ﹤0.01%
296
+132
+80% +$27.3K
HBM icon
1611
Hudbay
HBM
$10.1B
$51.9K ﹤0.01%
8,518
+286
+3% +$2.33K
BKSY icon
1612
BlackSky Technology
BKSY
$919M
$51.8K ﹤0.01%
7,500
– –
CUBE icon
1613
CubeSmart
CUBE
$9.34B
$51.8K ﹤0.01%
1,443
+318
+28% +$13.3K
ARLP icon
1614
Alliance Resource Partners
ARLP
$3.37B
$51.7K ﹤0.01%
+2,000
New +$53.4K
XYLD icon
1615
Global X S&P 500 Covered Call ETF
XYLD
$3.22B
$51.6K ﹤0.01%
1,450
+76
+6% +$3.15K
CRH icon
1616
CRH
CRH
$63.9B
$50.9K ﹤0.01%
634
+269
+74% +$26.5K
SITE icon
1617
SiteOne Landscape Supply
SITE
$4.15B
$50.9K ﹤0.01%
486
+6
+1% +$796
VIOO icon
1618
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
$50.9K ﹤0.01%
607
– –
G icon
1619
Genpact
G
$5.99B
$50.9K ﹤0.01%
1,128
+880
+355% +$43.6K
SOBO
1620
South Bow Corp
SOBO
$7.81B
$50.8K ﹤0.01%
+2,329
New +$58.3K
CSGS
1621
DELISTED
CSG Systems International
CSGS
$50.3K ﹤0.01%
890
+340
+62% +$20.2K
CCEP icon
1622
Coca-Cola Europacific Partners
CCEP
$49.3B
$50.1K ﹤0.01%
612
+174
+40% +$14.2K
QTUM icon
1623
Defiance Quantum ETF
QTUM
$5.19B
$50K ﹤0.01%
777
+191
+33% +$15.4K
AVRE icon
1624
Avantis Real Estate ETF
AVRE
$878M
$49.9K ﹤0.01%
+1,289
New +$55.2K
TMFC icon
1625
Motley Fool 100 Index ETF
TMFC
$2.03B
$49.9K ﹤0.01%
1,000
– –
63 64
65
66 67

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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.