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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
CRAI icon
2551
CRA International
CRAI
$1.16B
$3.53K ﹤0.01%
22
– –
BKN
2552
DELISTED
BlackRock Investment Quality Municipal Trust
BKN
$3.53K ﹤0.01%
334
– –
ACHC icon
2553
Acadia Healthcare
ACHC
$2.76B
$3.53K ﹤0.01%
130
– –
SCJ icon
2554
iShares MSCI Japan Small-Cap ETF
SCJ
$253M
$3.52K ﹤0.01%
50
– –
WGS icon
2555
GeneDx Holdings
WGS
$1.93B
$3.52K ﹤0.01%
41
– –
ADEA icon
2556
Adeia
ADEA
$2.94B
$3.49K ﹤0.01%
307
+221
+257% +$3.08K
RDVT icon
2557
Red Violet
RDVT
$979M
$3.49K ﹤0.01%
100
– –
E icon
2558
ENI
E
$80.5B
$3.48K ﹤0.01%
138
+99
+254% +$2.89K
CWT icon
2559
California Water Service
CWT
$3.1B
$3.46K ﹤0.01%
73
– –
ERIE icon
2560
Erie Indemnity
ERIE
$12.7B
$3.42K ﹤0.01%
9
+2
+29% +$816
EFIX
2561
DELISTED
First Trust TCW Emerging Markets Debt ETF
EFIX
$3.38K ﹤0.01%
219
– –
CART icon
2562
Maplebear
CART
$10.5B
$3.38K ﹤0.01%
+91
New +$4.04K
OUT icon
2563
Outfront Media
OUT
$5.61B
$3.37K ﹤0.01%
+254
New +$4.53K
PATH icon
2564
UiPath
PATH
$6.61B
$3.36K ﹤0.01%
340
+230
+209% +$2.96K
BC icon
2565
Brunswick
BC
$5.13B
$3.35K ﹤0.01%
80
– –
SLI
2566
Standard Lithium
SLI
$502M
$3.33K ﹤0.01%
3,000
– –
UFO icon
2567
Procure Space ETF
UFO
$612M
$3.29K ﹤0.01%
170
– –
LTC
2568
LTC Properties
LTC
$2.06B
$3.28K ﹤0.01%
100
– –
PTEN icon
2569
Patterson-UTI
PTEN
$3.98B
$3.28K ﹤0.01%
601
-235
-28% -$1.97K
SLYG icon
2570
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
$3.27K ﹤0.01%
45
– –
IPO icon
2571
Renaissance IPO ETF
IPO
$153M
$3.26K ﹤0.01%
100
– –
STEM icon
2572
Stem
STEM
$48.4M
$3.26K ﹤0.01%
476
– –
FCOM icon
2573
Fidelity MSCI Communication Services Index ETF
FCOM
$1.77B
$3.24K ﹤0.01%
64
-485
-88% -$29.2K
HCSG icon
2574
Healthcare Services Group
HCSG
$1.6B
$3.23K ﹤0.01%
335
– –
TAL icon
2575
TAL Education Group
TAL
$6.93B
$3.23K ﹤0.01%
330
– –
101 102
103
104 105

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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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PPFA
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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.