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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
ROST icon
151
Ross Stores
ROST
$78.1B
$61.5M 0.13%
484,656
+67,483
+16% +$9.44M
KNSL icon
152
Kinsale Capital Group
KNSL
$8.24B
$61M 0.13%
139,421
-52,882
-27% -$23.7M
ROL icon
153
Rollins
ROL
$18.8B
$58.5M 0.12%
1,155,179
+1,065,857
+1,193% +$53.5M
SHOP icon
154
Shopify
SHOP
$165B
$58.2M 0.12%
754,363
+52,982
+8% +$5.77M
SHEL icon
155
Shell
SHEL
$239B
$57.8M 0.12%
967,351
+37,863
+4% +$2.55M
VEEV icon
156
Veeva Systems
VEEV
$31.6B
$56.9M 0.12%
271,867
+2,007
+0.7% +$459K
IRM icon
157
Iron Mountain
IRM
$37.8B
$56.7M 0.12%
736,855
-279,321
-27% -$26.9M
CMCSA icon
158
Comcast
CMCSA
$80.9B
$55.9M 0.12%
1,702,473
+28,409
+2% +$1.02M
CAH icon
159
Cardinal Health
CAH
$53.7B
$55.8M 0.12%
446,250
+9,561
+2% +$1.22M
RSP icon
160
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
$55.3M 0.12%
361,484
+94,735
+36% +$16.8M
CB icon
161
Chubb
CB
$139B
$53.7M 0.11%
195,222
+10,170
+5% +$2.83M
SAN icon
162
Banco Santander
SAN
$200B
$53.5M 0.11%
9,285,923
-1,272,076
-12% -$7.45M
TSCO icon
163
Tractor Supply
TSCO
$16.7B
$52M 0.11%
1,082,317
-7,225
-0.7% -$396K
CPAY icon
164
Corpay
CPAY
$24.8B
$51.1M 0.11%
180,402
+1,031
+0.6% +$373K
WCN
165
Waste Connections
WCN
$42.7B
$50.5M 0.11%
275,495
+2,821
+1% +$522K
BIPC icon
166
Brookfield Infrastructure
BIPC
$5.03B
$50M 0.11%
1,528,140
+1,527,552
+259,788% +$60.1M
DDOG icon
167
Datadog
DDOG
$89.7B
$49.9M 0.11%
573,586
-4,093
-0.7% -$516K
CDNS icon
168
Cadence Design Systems
CDNS
$93.4B
$49.8M 0.11%
215,051
-25,088
-10% -$6.98M
AXP icon
169
American Express
AXP
$229B
$49.4M 0.1%
213,597
-1,355
-0.6% -$401K
AAXJ icon
170
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.66B
$49.2M 0.1%
756,819
-85,114
-10% -$6.3M
TXN icon
171
Texas Instruments
TXN
$255B
$48.7M 0.1%
333,659
-6,119
-2% -$1.15M
NVS icon
172
Novartis
NVS
$297B
$47.7M 0.1%
467,485
+15,923
+4% +$1.7M
DTM icon
173
DT Midstream
DTM
$14.3B
$47.5M 0.1%
535,854
+133,151
+33% +$13.3M
MCHP icon
174
Microchip Technology
MCHP
$42.3B
$47.2M 0.1%
1,336,458
+25,403
+2% +$1.42M
AXON
175
Axon Enterprise
AXON
$42.4B
$46.2M 0.1%
91,611
-928
-1% -$543K
5 6
7
8 9

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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.