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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
REM icon
2601
iShares Mortgage Real Estate ETF
REM
$539M
$2.91K ﹤0.01%
+150
New +$3.38K
PKX icon
2602
POSCO
PKX
$16.1B
$2.9K ﹤0.01%
70
– –
SWTX
2603
DELISTED
SpringWorks Therapeutics
SWTX
$2.89K ﹤0.01%
+81
New +$3.73K
HNST icon
2604
The Honest Company
HNST
$402M
$2.88K ﹤0.01%
685
– –
OPLN
2605
Openlane
OPLN
$4.21B
$2.86K ﹤0.01%
163
-440
-73% -$9.08K
URA icon
2606
Global X Uranium ETF
URA
$5.42B
$2.86K ﹤0.01%
141
-2,312
-94% -$61.5K
GPOR icon
2607
Gulfport Energy Corp
GPOR
$2.9B
$2.85K ﹤0.01%
+18
New +$3.27K
BRCC icon
2608
BRC Inc
BRCC
$121M
$2.84K ﹤0.01%
1,420
– –
FXY icon
2609
Invesco CurrencyShares Japanese Yen Trust
FXY
$438M
$2.84K ﹤0.01%
+45
New +$2.73K
FHB icon
2610
First Hawaiian
FHB
$3.38B
$2.83K ﹤0.01%
133
-148
-53% -$3.85K
ARKG icon
2611
ARK Genomic Revolution ETF
ARKG
$1.57B
$2.82K ﹤0.01%
154
-103
-40% -$2.59K
ANGI icon
2612
Angi Inc
ANGI
$229M
$2.8K ﹤0.01%
+234
New +$3.99K
AMPL icon
2613
Amplitude
AMPL
$1.18B
$2.8K ﹤0.01%
330
– –
GENI icon
2614
Genius Sports
GENI
$1.85B
$2.77K ﹤0.01%
320
-310
-49% -$2.88K
DK icon
2615
Delek US
DK
$4.16B
$2.77K ﹤0.01%
+240
New +$4.16K
AMKR icon
2616
Amkor Technology
AMKR
$12.4B
$2.73K ﹤0.01%
183
-1,660
-90% -$37.5K
KBR icon
2617
KBR
KBR
$4.64B
$2.71K ﹤0.01%
58
-319
-85% -$17K
NFE icon
2618
New Fortress Energy
NFE
$92.1M
$2.71K ﹤0.01%
500
-500
-50% -$6.16K
RPC
2619
Ridgepost Capital
RPC
$949M
$2.69K ﹤0.01%
280
– –
GBCI icon
2620
Glacier Bancorp
GBCI
$6.42B
$2.69K ﹤0.01%
+71
New +$3.42K
LPX icon
2621
Louisiana-Pacific
LPX
$5.06B
$2.68K ﹤0.01%
33
-3,465
-99% -$362K
GH icon
2622
Guardant Health
GH
$21.5B
$2.67K ﹤0.01%
67
-177
-73% -$7.64K
FTLS icon
2623
First Trust Long/Short Equity ETF
FTLS
$2.46B
$2.64K ﹤0.01%
+44
New +$2.91K
RRR icon
2624
Red Rock Resorts
RRR
$3.77B
$2.63K ﹤0.01%
70
-30
-30% -$1.42K
PPLI
2625
People Inc
PPLI
$3.09B
$2.61K ﹤0.01%
98
-132,645
-100% -$4.84M
103 104
105
106 107

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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.