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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
DXCM icon
201
DexCom
DXCM
$28.3B
$32.6M 0.07%
537,067
+141,127
+36% +$11.5M
MTDR icon
202
Matador Resources
MTDR
$5.86B
$31.9M 0.07%
870,504
+169
+0% +$9.34K
EQT icon
203
EQT Corp
EQT
$32.5B
$31.9M 0.07%
671,242
-185,223
-22% -$9.46M
DKNG icon
204
DraftKings
DKNG
$12B
$31.2M 0.07%
977,284
-8,642
-0.9% -$355K
ITW icon
205
Illinois Tool Works
ITW
$81.9B
$31.1M 0.07%
142,460
-9,106
-6% -$2.34M
IHG icon
206
InterContinental Hotels
IHG
$23.5B
$30.9M 0.07%
321,961
+18,382
+6% +$2.29M
DEO icon
207
Diageo
DEO
$47.3B
$30.8M 0.07%
303,136
+52,853
+21% +$5.97M
EVRG icon
208
Evergy
EVRG
$19.8B
$30.8M 0.07%
477,551
+25,411
+6% +$1.66M
AEE icon
209
Ameren
AEE
$31B
$30.7M 0.06%
325,324
-68,373
-17% -$6.58M
MPWR icon
210
Monolithic Power Systems
MPWR
$65.8B
$30.4M 0.06%
66,854
-104,291
-61% -$65.7M
FANG icon
211
Diamondback Energy
FANG
$55.1B
$30.4M 0.06%
254,691
+10,083
+4% +$1.63M
IWD icon
212
iShares Russell 1000 Value ETF
IWD
$81.5B
$29.8M 0.06%
178,920
+5,410
+3% +$1.03M
ECL icon
213
Ecolab
ECL
$76.4B
$29.7M 0.06%
131,448
-3,524
-3% -$888K
MS icon
214
Morgan Stanley
MS
$337B
$29.6M 0.06%
295,433
-4,582
-2% -$590K
WES icon
215
Western Midstream Partners
WES
$19.3B
$29.6M 0.06%
846,520
-177,627
-17% -$7.23M
CNI icon
216
Canadian National Railway
CNI
$78B
$29.5M 0.06%
317,968
+19,257
+6% +$1.95M
UPS icon
217
United Parcel Service
UPS
$96B
$29.3M 0.06%
318,746
+173,850
+120% +$20.8M
IEX icon
218
IDEX
IEX
$16.6B
$29.1M 0.06%
179,527
-1,767
-1% -$352K
CEG icon
219
Constellation Energy
CEG
$96.4B
$28.7M 0.06%
155,184
+139,380
+882% +$37.4M
BHP icon
220
BHP
BHP
$213B
$28.3M 0.06%
704,764
+90,760
+15% +$4.52M
CRWD icon
221
CrowdStrike
CRWD
$183B
$27.5M 0.06%
339,028
-4,084
-1% -$389K
IJH icon
222
iShares Core S&P Mid-Cap ETF
IJH
$123B
$27.5M 0.06%
538,456
+1,554
+0.3% +$96.5K
HON icon
223
Honeywell
HON
$77.9B
$27.5M 0.06%
159,640
-1,111,444
-87% -$225M
TRU icon
224
TransUnion
TRU
$14.9B
$27.5M 0.06%
396,553
-16,744
-4% -$1.53M
NTCT icon
225
NETSCOUT
NTCT
$2.86B
$27.3M 0.06%
1,418,802
+1,086
+0.1% +$24.4K
7 8
9
10 11

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CWM
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VRS
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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.