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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
PUK icon
2526
Prudential
PUK
$37.6B
$3.89K ﹤0.01%
+216
New +$3.87K
ACIW icon
2527
ACI Worldwide
ACIW
$5.83B
$3.89K ﹤0.01%
+81
New +$4.3K
SNRE
2528
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$3.82K ﹤0.01%
+82
New +$3.84K
HURN icon
2529
Huron Consulting
HURN
$2.41B
$3.79K ﹤0.01%
+28
New +$3.77K
RGR icon
2530
Sturm, Ruger & Co
RGR
$594M
$3.76K ﹤0.01%
100
– –
IYZ icon
2531
iShares US Telecommunications ETF
IYZ
$1.2B
$3.75K ﹤0.01%
153
– –
SBS icon
2532
Sabesp
SBS
$19.1B
$3.75K ﹤0.01%
+1,150
New +$3.66K
PLBY icon
2533
Playboy Inc
PLBY
$128M
$3.74K ﹤0.01%
4,000
– –
UPST icon
2534
Upstart Holdings
UPST
$2.63B
$3.73K ﹤0.01%
104
+4
+4% +$249
CDP icon
2535
COPT Defense Properties
CDP
$4.3B
$3.71K ﹤0.01%
150
– –
EPIX
2536
DELISTED
ESSA Pharma
EPIX
$3.67K ﹤0.01%
2,500
– –
SCHZ icon
2537
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$3.67K ﹤0.01%
160
– –
GDS icon
2538
GDS Holdings
GDS
$6.56B
$3.66K ﹤0.01%
207
– –
BOKF icon
2539
BOK Financial
BOKF
$8.58B
$3.65K ﹤0.01%
+41
New +$4.4K
NUSC icon
2540
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
$3.65K ﹤0.01%
109
– –
CRON
2541
Cronos Group
CRON
$1.06B
$3.65K ﹤0.01%
2,250
– –
AMSF icon
2542
AMERISAFE
AMSF
$543M
$3.64K ﹤0.01%
75
– –
VERV
2543
DELISTED
Verve Therapeutics
VERV
$3.63K ﹤0.01%
1,223
– –
SITM icon
2544
SiTime
SITM
$16B
$3.62K ﹤0.01%
31
+9
+41% +$1.73K
SXI icon
2545
Standex International
SXI
$3.59B
$3.62K ﹤0.01%
27
+6
+29% +$1.1K
SPTL icon
2546
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$3.58K ﹤0.01%
+135
New +$3.6K
INGM
2547
Ingram Micro Holding
INGM
$6.51B
$3.56K ﹤0.01%
+244
New +$5.2K
FYBR
2548
DELISTED
Frontier Communications
FYBR
$3.55K ﹤0.01%
100
-10
-9% -$357
RING icon
2549
iShares MSCI Global Gold Miners ETF
RING
$2.27B
$3.54K ﹤0.01%
102
-247
-71% -$8.31K
STNE icon
2550
StoneCo
STNE
$2.77B
$3.54K ﹤0.01%
339
– –
100 101
102
103 104

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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.