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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
FELC icon
1626
Fidelity Enhanced Large Cap Core ETF
FELC
$7.92B
$49.8K ﹤0.01%
1,794
+140
+8% +$4.61K
IXUS icon
1627
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$49.8K ﹤0.01%
798
-487
-38% -$33.8K
CGXU icon
1628
Capital Group International Focus Equity ETF
CGXU
$6.3B
$49.7K ﹤0.01%
2,320
– –
TCBI icon
1629
Texas Capital Bancshares
TCBI
$4.29B
$49.7K ﹤0.01%
+800
New +$62.2K
SIG icon
1630
Signet Jewelers
SIG
$3.72B
$49.7K ﹤0.01%
978
-678
-41% -$38.8K
BSY icon
1631
Bentley Systems
BSY
$10.7B
$49.6K ﹤0.01%
1,285
-388
-23% -$17.3K
STAA icon
1632
STAAR Surgical
STAA
$1.21B
$49.4K ﹤0.01%
3,275
-333
-9% -$6.68K
FLRN icon
1633
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$49.3K ﹤0.01%
1,625
– –
CHRW icon
1634
C.H. Robinson
CHRW
$17.3B
$49.1K ﹤0.01%
565
-117
-17% -$11.8K
X
1635
DELISTED
US Steel
X
$48.9K ﹤0.01%
1,110
+26
+2% +$984
ING icon
1636
ING
ING
$99.8B
$48.8K ﹤0.01%
2,937
+530
+22% +$9.41K
EAT icon
1637
Brinker International
EAT
$9B
$48.5K ﹤0.01%
365
+194
+113% +$29.8K
OCUL icon
1638
Ocular Therapeutix
OCUL
$1.85B
$48.4K ﹤0.01%
8,040
– –
SIBN icon
1639
SI-BONE Inc
SIBN
$798M
$48.3K ﹤0.01%
3,700
+100
+3% +$1.61K
TFX icon
1640
Teleflex
TFX
$5.86B
$48.3K ﹤0.01%
380
-68
-15% -$11K
GRBK icon
1641
Green Brick Partners
GRBK
$3.02B
$48.1K ﹤0.01%
900
-42
-4% -$2.48K
ASTS icon
1642
AST SpaceMobile
ASTS
$17.5B
$48K ﹤0.01%
2,366
-6
-0.3% -$153
SKYW icon
1643
Skywest
SKYW
$4.29B
$48K ﹤0.01%
604
– –
ITM icon
1644
VanEck Intermediate Muni ETF
ITM
$2.14B
$47.8K ﹤0.01%
1,080
– –
BAC.PRL icon
1645
Bank of America Series L
BAC.PRL
$3.96B
$47.8K ﹤0.01%
41
– –
IPAC icon
1646
iShares Core MSCI Pacific ETF
IPAC
$2.68B
$47.8K ﹤0.01%
855
-293
-26% -$18.3K
TEVA icon
1647
Teva Pharmaceuticals
TEVA
$41.2B
$47.3K ﹤0.01%
3,480
-708
-17% -$12.6K
MUFG icon
1648
Mitsubishi UFJ Financial
MUFG
$254B
$47.1K ﹤0.01%
4,367
-3,497
-44% -$45K
HAPN
1649
Happen Inc
HAPN
$2.23B
$47K ﹤0.01%
5,492
-7,795
-59% -$105K
CWST icon
1650
Casella Waste Systems
CWST
$5.69B
$46.9K ﹤0.01%
452
+48
+12% +$5.25K
64 65
66
67 68

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FAF
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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.