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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
KEX icon
2501
Kirby Corp
KEX
$7.01B
$4.1K ﹤0.01%
47
-158
-77% -$16.5K
UCTT
2502
Ultra Clean Holdings
UCTT
$3.73B
$4.08K ﹤0.01%
+229
New +$7.31K
PSCH icon
2503
Invesco S&P SmallCap Health Care ETF
PSCH
$163M
$4.08K ﹤0.01%
108
-534
-83% -$24.1K
MRTN icon
2504
Marten Transport
MRTN
$1.21B
$4.07K ﹤0.01%
+321
New +$4.78K
JANX icon
2505
Janux Therapeutics
JANX
$925M
$4.07K ﹤0.01%
+171
New +$6.45K
DRIV icon
2506
Global X Autonomous & Electric Vehicles ETF
DRIV
$377M
$4.07K ﹤0.01%
229
-547
-70% -$12.6K
ZIMV
2507
DELISTED
ZimVie
ZIMV
$4.05K ﹤0.01%
444
-2
-0.4% -$26
DEM icon
2508
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$4.05K ﹤0.01%
108
– –
MAGS icon
2509
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.98B
$4.05K ﹤0.01%
+100
New +$5.22K
NATL icon
2510
NCR Atleos
NATL
$3.47B
$4.04K ﹤0.01%
175
+77
+79% +$2.29K
RDY icon
2511
Dr. Reddy's Laboratories
RDY
$9.87B
$4.04K ﹤0.01%
+325
New +$4.48K
CBT icon
2512
Cabot Corp
CBT
$4.54B
$4.04K ﹤0.01%
54
+25
+86% +$2.15K
INVA icon
2513
Innoviva
INVA
$1.55B
$4.04K ﹤0.01%
+234
New +$4.2K
TXG icon
2514
10x Genomics
TXG
$6B
$4.01K ﹤0.01%
562
+545
+3,206% +$6.87K
ARKF icon
2515
ARK Blockchain & Fintech Innovation ETF
ARKF
$722M
$3.98K ﹤0.01%
136
– –
IREN icon
2516
Iris Energy
IREN
$13.2B
$3.98K ﹤0.01%
750
– –
FMB icon
2517
First Trust Managed Municipal ETF
FMB
$2.04B
$3.97K ﹤0.01%
+80
New +$4.08K
HPP
2518
Hudson Pacific Properties
HPP
$747M
$3.96K ﹤0.01%
260
– –
SQM icon
2519
Sociedad Química y Minera de Chile
SQM
$19.2B
$3.95K ﹤0.01%
125
– –
CVLT icon
2520
Commault Systems
CVLT
$4.88B
$3.93K ﹤0.01%
28
+12
+75% +$1.97K
MX icon
2521
Magnachip Semiconductor
MX
$119M
$3.93K ﹤0.01%
1,482
+701
+90% +$2.95K
HNDL icon
2522
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$630M
$3.92K ﹤0.01%
204
+3
+1% +$64
GENC icon
2523
Gencor Industries
GENC
$209M
$3.92K ﹤0.01%
359
+144
+67% +$2.04K
HYEM icon
2524
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$3.92K ﹤0.01%
210
– –
PRVA icon
2525
Privia Health
PRVA
$2.98B
$3.91K ﹤0.01%
180
+47
+35% +$1.09K
99 100
101
102 103

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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.