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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
ICFI icon
2576
ICF International
ICFI
$1.46B
$3.22K ﹤0.01%
41
– –
SWBI icon
2577
Smith & Wesson
SWBI
$651M
$3.2K ﹤0.01%
+377
New +$3.88K
RSPD icon
2578
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$317M
$3.19K ﹤0.01%
72
– –
ADUS icon
2579
Addus HomeCare
ADUS
$2.16B
$3.18K ﹤0.01%
33
– –
SONO icon
2580
Sonos
SONO
$1.73B
$3.18K ﹤0.01%
390
– –
FOXF icon
2581
Fox Factory Holding Corp
FOXF
$755M
$3.18K ﹤0.01%
173
– –
JHI
2582
John Hancock Investors Trust
JHI
$116M
$3.14K ﹤0.01%
251
– –
GAME icon
2583
GameSquare
GAME
$34.6M
$3.13K ﹤0.01%
+5,000
New +$4.07K
EQH icon
2584
Equitable Holdings
EQH
$13B
$3.12K ﹤0.01%
+71
New +$3.72K
FLBL icon
2585
Franklin Senior Loan ETF
FLBL
$853M
$3.09K ﹤0.01%
133
+17
+15% +$412
DGIN icon
2586
VanEck Digital India ETF
DGIN
$15.5M
$3.07K ﹤0.01%
+84
New +$3.4K
CPRI icon
2587
Capri Holdings
CPRI
$1.83B
$3.06K ﹤0.01%
245
+91
+59% +$2.02K
BKHY icon
2588
BNY Mellon High Yield Beta ETF
BKHY
$158M
$3.05K ﹤0.01%
67
+10
+18% +$480
LBRT icon
2589
Liberty Energy
LBRT
$3.05B
$3.05K ﹤0.01%
305
-1,892
-86% -$34K
CTBI icon
2590
Community Trust Bancorp
CTBI
$1.42B
$3.02K ﹤0.01%
+65
New +$3.45K
CUK
2591
DELISTED
Carnival PLC
CUK
$2.99K ﹤0.01%
200
– –
STCE icon
2592
Schwab Crypto Thematic Natural Language Processing ETF
STCE
$228M
$2.99K ﹤0.01%
+103
New +$4.49K
BBBY
2593
Bed Bath & Beyond
BBBY
$481M
$2.98K ﹤0.01%
890
– –
GLIN icon
2594
VanEck India Growth Leaders ETF
GLIN
$96.2M
$2.97K ﹤0.01%
+74
New +$3.21K
ZVRA icon
2595
Zevra Therapeutics
ZVRA
$562M
$2.97K ﹤0.01%
450
– –
LZB icon
2596
La-Z-Boy
LZB
$1.58B
$2.96K ﹤0.01%
83
-18
-18% -$780
TPZ
2597
Tortoise Electrification Infrastructure ETF
TPZ
$127M
$2.96K ﹤0.01%
+164
New +$3.42K
LFST icon
2598
Lifestance Health
LFST
$4B
$2.94K ﹤0.01%
450
-50
-10% -$380
NUW icon
2599
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
$2.92K ﹤0.01%
+218
New +$3.01K
APPF icon
2600
AppFolio
APPF
$6.38B
$2.92K ﹤0.01%
+14
New +$3.21K
102 103
104
105 106

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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.