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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
FMET icon
2651
Fidelity Metaverse ETF
FMET
$44.5M
$2.27K ﹤0.01%
93
– –
BSJP
2652
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$2.27K ﹤0.01%
+99
New +$2.29K
SDRL icon
2653
Seadrill
SDRL
$2.8B
$2.25K ﹤0.01%
+119
New +$3.69K
PBYI icon
2654
Puma Biotechnology
PBYI
$404M
$2.24K ﹤0.01%
775
– –
LAZ icon
2655
Lazard
LAZ
$4.13B
$2.24K ﹤0.01%
67
– –
GRID
2656
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.5B
$2.24K ﹤0.01%
22
-505
-96% -$60.5K
ATRC icon
2657
AtriCure
ATRC
$1.92B
$2.23K ﹤0.01%
73
– –
VTMX icon
2658
Vesta Real Estate
VTMX
$3.2B
$2.23K ﹤0.01%
102
+17
+20% +$420
MLR icon
2659
Miller Industries
MLR
$573M
$2.22K ﹤0.01%
+57
New +$3.31K
HERO icon
2660
Global X Video Games & Esports ETF
HERO
$64.5M
$2.22K ﹤0.01%
96
– –
HAYW icon
2661
Hayward Holdings
HAYW
$3.21B
$2.22K ﹤0.01%
+196
New +$2.85K
IPAR icon
2662
Interparfums
IPAR
$3.99B
$2.19K ﹤0.01%
22
-21
-49% -$2.79K
SDOW icon
2663
ProShares UltraPro Short Dow 30
SDOW
$162M
$2.19K ﹤0.01%
+31
New +$1.51K
YORW icon
2664
York Water
YORW
$502M
$2.19K ﹤0.01%
65
– –
PCRX icon
2665
Pacira BioSciences
PCRX
$1.04B
$2.18K ﹤0.01%
+83
New +$1.99K
DFLV icon
2666
Dimensional US Large Cap Value ETF
DFLV
$6.84B
$2.18K ﹤0.01%
81
-709
-90% -$21.9K
EYE icon
2667
National Vision
EYE
$1.77B
$2.18K ﹤0.01%
+200
New +$2.36K
IGIC icon
2668
International General Insurance
IGIC
$1.19B
$2.18K ﹤0.01%
+97
New +$2.46K
BANR icon
2669
Banner Corp
BANR
$2.39B
$2.17K ﹤0.01%
+38
New +$2.56K
CRK icon
2670
Comstock Resources
CRK
$3.89B
$2.17K ﹤0.01%
125
– –
NNOX icon
2671
Nano X Imaging
NNOX
$68.2M
$2.16K ﹤0.01%
527
-35
-6% -$242
RHLD
2672
Resolute Holdings Management
RHLD
$1.02B
$2.16K ﹤0.01%
+79
New +$2.8K
LBTYK icon
2673
Liberty Global Class C
LBTYK
$3.53B
$2.15K ﹤0.01%
207
-1,200
-85% -$14.4K
AMWD
2674
DELISTED
American Woodmark
AMWD
$2.15K ﹤0.01%
40
-23
-37% -$1.63K
BBD icon
2675
Banco Bradesco
BBD
$38.2B
$2.15K ﹤0.01%
1,063
+483
+83% +$1K
105 106
107
108 109

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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.