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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
WNS
2626
DELISTED
WNS Holdings
WNS
$2.61K ﹤0.01%
+44
New +$2.51K
SLM icon
2627
SLM Corp
SLM
$4.89B
$2.61K ﹤0.01%
105
– –
STRA icon
2628
Strategic Education
STRA
$1.85B
$2.54K ﹤0.01%
33
-47
-59% -$4.31K
MTLS
2629
Materialise
MTLS
$368M
$2.5K ﹤0.01%
+600
New +$4.12K
ATHM icon
2630
Autohome
ATHM
$2.67B
$2.5K ﹤0.01%
105
– –
GEL icon
2631
Genesis Energy
GEL
$1.87B
$2.5K ﹤0.01%
200
-190,142
-100% -$2.32M
DXC icon
2632
DXC Technology
DXC
$1.82B
$2.48K ﹤0.01%
176
-1,337
-88% -$26K
PSO icon
2633
Pearson
PSO
$10.2B
$2.47K ﹤0.01%
+167
New +$2.74K
TILE icon
2634
Interface
TILE
$1.99B
$2.47K ﹤0.01%
+139
New +$3.03K
BLOK icon
2635
Amplify Blockchain Technology ETF
BLOK
$1.08B
$2.44K ﹤0.01%
75
– –
FIDU icon
2636
Fidelity MSCI Industrials Index ETF
FIDU
$2.3B
$2.44K ﹤0.01%
40
-430
-91% -$30.7K
SQFT icon
2637
Presidio Property Trust
SQFT
$2.84M
$2.41K ﹤0.01%
407
– –
SGHT icon
2638
Sight Sciences
SGHT
$286M
$2.4K ﹤0.01%
1,148
– –
TME icon
2639
Tencent Music
TME
$15.5B
$2.4K ﹤0.01%
200
– –
LASE icon
2640
Laser Photonics
LASE
$49.2M
$2.39K ﹤0.01%
1,000
– –
REE
2641
DELISTED
REE Automotive
REE
$2.39K ﹤0.01%
1,000
– –
EU
2642
enCore Energy
EU
$212M
$2.36K ﹤0.01%
2,000
– –
PLMR icon
2643
Palomar
PLMR
$3.55B
$2.36K ﹤0.01%
+18
New +$2.13K
STKL
2644
DELISTED
SunOpta
STKL
$2.36K ﹤0.01%
601
-3,999
-87% -$26.6K
RDUS
2645
DELISTED
Radius Recycling
RDUS
$2.31K ﹤0.01%
81
-187
-70% -$3.01K
HUMA icon
2646
Humacyte
HUMA
$176M
$2.3K ﹤0.01%
2,000
– –
SVM
2647
Silvercorp Metals
SVM
$2.07B
$2.29K ﹤0.01%
712
+300
+73% +$1.05K
AXDX
2648
DELISTED
Accelerate Diagnostics
AXDX
$2.29K ﹤0.01%
3,939
– –
BPOP icon
2649
Popular Inc
BPOP
$11.2B
$2.29K ﹤0.01%
+28
New +$2.73K
FIVN icon
2650
FIVE9
FIVN
$2.11B
$2.28K ﹤0.01%
106
+77
+266% +$2.82K
104 105
106
107 108

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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.