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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
ALNY icon
176
Alnylam Pharmaceuticals
ALNY
$37.2B
$46.1M 0.1%
205,511
+2,143
+1% +$551K
WMB icon
177
Williams Companies
WMB
$86.6B
$44.9M 0.09%
826,189
-7,586
-0.9% -$434K
KO icon
178
Coca-Cola
KO
$362B
$44.6M 0.09%
652,357
+8,201
+1% +$548K
CPRT icon
179
Copart
CPRT
$27.6B
$44.1M 0.09%
807,924
+5,667
+0.7% +$319K
LYG icon
180
Lloyds Banking Group
LYG
$89B
$43.4M 0.09%
13,065,283
+669,742
+5% +$2.21M
USFD icon
181
US Foods
USFD
$21.9B
$41.7M 0.09%
689,711
+5,363
+0.8% +$366K
MAR icon
182
Marriott International
MAR
$101B
$41.5M 0.09%
196,764
-422
-0.2% -$115K
MDT icon
183
Medtronic
MDT
$108B
$40.3M 0.09%
492,516
+5,331
+1% +$477K
AGG icon
184
iShares Core US Aggregate Bond ETF
AGG
$138B
$40.2M 0.08%
411,077
+3,136
+0.8% +$307K
HUBB icon
185
Hubbell
HUBB
$26.3B
$40M 0.08%
125,922
-10
-0% -$3.87K
AME icon
186
Ametek
AME
$55.7B
$39.4M 0.08%
259,906
+2,115
+0.8% +$384K
ZS icon
187
Zscaler
ZS
$23.8B
$39.2M 0.08%
221,389
+2,987
+1% +$595K
BABA icon
188
Alibaba
BABA
$276B
$37.9M 0.08%
381,787
-56,546
-13% -$6.52M
ASML icon
189
ASML
ASML
$636B
$37.6M 0.08%
63,198
+6,232
+11% +$4.53M
D icon
190
Dominion Energy
D
$61.8B
$37.5M 0.08%
754,209
+44,265
+6% +$2.43M
IDXX icon
191
Idexx Laboratories
IDXX
$43.9B
$37.4M 0.08%
103,552
+23,076
+29% +$10M
TCOM icon
192
Trip.com Group
TCOM
$28.2B
$36.5M 0.08%
699,514
+175,435
+33% +$11.5M
LOW icon
193
Lowe's Companies
LOW
$119B
$36.1M 0.08%
170,405
-2,212
-1% -$544K
ICLR icon
194
Icon
ICLR
$13B
$36M 0.08%
252,835
+12,687
+5% +$2.46M
HTO
195
H2O America
HTO
$2.66B
$35.7M 0.08%
+700,000
New +$35.8M
SNOW icon
196
Snowflake
SNOW
$94.6B
$35.5M 0.08%
265,972
+258,185
+3,316% +$43.8M
FMX icon
197
Fomento Económico Mexicano
FMX
$45B
$35.3M 0.07%
378,456
+32,227
+9% +$2.92M
MMM icon
198
3M
MMM
$91.9B
$35.1M 0.07%
275,753
+3,546
+1% +$521K
SONY icon
199
Sony
SONY
$131B
$34.6M 0.07%
1,622,717
+92,482
+6% +$2.14M
MSCI icon
200
MSCI
MSCI
$41.5B
$34M 0.07%
67,047
-348
-0.5% -$202K
6 7
8
9 10

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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.