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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
COMP icon
2676
Compass
COMP
$8.51B
$2.14K ﹤0.01%
+281
New +$2.23K
SOCL icon
2677
Global X Social Media ETF
SOCL
$90.4M
$2.14K ﹤0.01%
+56
New +$2.57K
PCTTW
2678
PureCycle Technologies Inc Warrant
PCTTW
$10M
$2.12K ﹤0.01%
2,000
– –
JBGS
2679
JBG SMITH
JBGS
$818M
$2.11K ﹤0.01%
+147
New +$2.23K
BIRK icon
2680
Birkenstock
BIRK
$7.12B
$2.1K ﹤0.01%
50
– –
IEZ icon
2681
iShares US Oil Equipment & Services ETF
IEZ
$361M
$2.1K ﹤0.01%
142
-282
-67% -$5.71K
UCON icon
2682
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$2.1K ﹤0.01%
+85
New +$2.1K
CALF icon
2683
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.68B
$2.08K ﹤0.01%
65
-649
-91% -$26.9K
LBTYA icon
2684
Liberty Global Class A
LBTYA
$3.62B
$2.07K ﹤0.01%
207
– –
DFTX
2685
Definium Therapeutics
DFTX
$5.78B
$2.07K ﹤0.01%
423
– –
PDM
2686
Piedmont Realty Trust
PDM
$1.21B
$2.06K ﹤0.01%
336
-473
-58% -$3.74K
GWAV icon
2687
Greenwave Technology Solutions
GWAV
$2.84M
$2.05K ﹤0.01%
91
– –
ARLO icon
2688
Arlo Technologies
ARLO
$1.6B
$2.04K ﹤0.01%
+243
New +$2.77K
WFRD icon
2689
Weatherford International
WFRD
$6.29B
$2.04K ﹤0.01%
52
+24
+86% +$1.52K
GTN icon
2690
Gray Television
GTN
$415M
$2.02K ﹤0.01%
600
– –
LMB icon
2691
Limbach Holdings
LMB
$855M
$1.99K ﹤0.01%
+28
New +$2.45K
RIOT icon
2692
Riot Platforms
RIOT
$7.63B
$1.96K ﹤0.01%
300
– –
MTRN icon
2693
Materion
MTRN
$4.39B
$1.95K ﹤0.01%
27
– –
NSSC icon
2694
Napco Security Technologies
NSSC
$1.32B
$1.94K ﹤0.01%
+98
New +$2.78K
MAT icon
2695
Mattel
MAT
$4.38B
$1.93K ﹤0.01%
132
-1,795
-93% -$35.6K
TPB icon
2696
Turning Point Brands
TPB
$1.45B
$1.93K ﹤0.01%
35
-5
-13% -$310
SUSC icon
2697
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.93K ﹤0.01%
86
– –
CSTM icon
2698
Constellium
CSTM
$3.76B
$1.93K ﹤0.01%
250
– –
TRN icon
2699
Trinity Industries
TRN
$2.48B
$1.91K ﹤0.01%
+79
New +$2.65K
RAYC
2700
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
$1.9K ﹤0.01%
150
-75
-33% -$1.07K
106 107
108
109 110

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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.