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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
MSFT icon
1
Microsoft
MSFT
$2.83T
$2.46B 5.19%
6,937,468
+103,333
+2% +$42.1M
AAPL icon
2
Apple
AAPL
$4.72T
$1.88B 3.97%
10,897,899
-140,957
-1% -$32.7M
AMZN icon
3
Amazon
AMZN
$2.51T
$1.82B 3.85%
10,681,706
-13,770
-0.1% -$2.99M
ODFL icon
4
Old Dominion Freight Line
ODFL
$48B
$1.29B 2.72%
8,675,751
-10,486
-0.1% -$1.91M
NVDA icon
5
NVIDIA
NVDA
$5.06T
$1.24B 2.62%
12,886,857
-583,361
-4% -$73.9M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.89T
$1.15B 2.44%
7,972,681
-157,701
-2% -$28.6M
V icon
7
Visa
V
$669B
$965M 2.04%
3,131,282
-28,514
-0.9% -$9.65M
UNH icon
8
UnitedHealth
UNH
$385B
$794M 1.68%
1,435,439
-3,299
-0.2% -$1.69M
JPM icon
9
JPMorgan Chase
JPM
$930B
$705M 1.49%
3,250,085
+7,297
+0.2% +$1.86M
META icon
10
Meta Platforms (Facebook)
META
$1.54T
$600M 1.27%
1,174,698
+184,873
+19% +$119M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.89T
$556M 1.18%
3,795,751
-475,582
-11% -$87.1M
AZN icon
12
AstraZeneca
AZN
$261B
$533M 1.13%
4,109,432
+56,434
+1% +$8.16M
NEE icon
13
NextEra Energy
NEE
$187B
$510M 1.08%
7,957,848
+1,331,362
+20% +$94M
RTX icon
14
RTX Corp
RTX
$282B
$505M 1.07%
4,189,942
+955,379
+30% +$121M
ABT icon
15
Abbott
ABT
$175B
$497M 1.05%
4,005,824
-661,733
-14% -$84.2M
ELV icon
16
Elevance Health
ELV
$82.3B
$490M 1.03%
1,136,041
+415,674
+58% +$167M
BX icon
17
Blackstone
BX
$99.6B
$486M 1.03%
4,043,575
-793,974
-16% -$129M
FISV
18
Fiserv Inc
FISV
$26.6B
$467M 0.99%
2,389,270
+313,707
+15% +$68.7M
CRM icon
19
Salesforce
CRM
$129B
$455M 0.96%
1,866,768
+1,133
+0.1% +$352K
CME icon
20
CME Group
CME
$91.9B
$440M 0.93%
1,726,315
+4,220
+0.2% +$1.04M
LLY icon
21
Eli Lilly
LLY
$1.06T
$423M 0.89%
582,456
-46,277
-7% -$38.5M
XOM icon
22
ExxonMobil
XOM
$650B
$412M 0.87%
4,085,890
-36,932
-0.9% -$4.08M
ATMP icon
23
iPath Select MLP ETN
ATMP
$648M
$411M 0.87%
15,551,337
+451,815
+3% +$13.7M
SPGI icon
24
S&P Global
SPGI
$124B
$405M 0.85%
916,516
-8,930
-1% -$4.56M
TJX icon
25
TJX Companies
TJX
$170B
$403M 0.85%
3,356,086
+320,242
+11% +$38.9M
1
2 3 4 5

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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.