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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
WAFD icon
2701
WaFd
WAFD
$2.72B
$1.88K ﹤0.01%
+76
New +$2.25K
BRC icon
2702
Brady Corp
BRC
$4.44B
$1.87K ﹤0.01%
+29
New +$2.11K
ALKS icon
2703
Alkermes
ALKS
$8.22B
$1.86K ﹤0.01%
66
-7
-10% -$228
FENY icon
2704
Fidelity MSCI Energy Index ETF
FENY
$2.01B
$1.83K ﹤0.01%
88
-467
-84% -$11.6K
NVNO
2705
enVVeno Medical
NVNO
$7.08M
$1.82K ﹤0.01%
25
– –
FCBC icon
2706
First Community Bankshares
FCBC
$900M
$1.81K ﹤0.01%
49
+8
+20% +$326
PACB icon
2707
Pacific Biosciences
PACB
$435M
$1.81K ﹤0.01%
1,509
– –
KYNB
2708
Kyntra Bio
KYNB
$27.2M
$1.81K ﹤0.01%
287
– –
QVCGA
2709
DELISTED
QVC Group Inc Series A
QVCGA
$1.8K ﹤0.01%
234
– –
MCR
2710
DELISTED
MFS Charter Income Trust
MCR
$1.79K ﹤0.01%
300
– –
SYBT icon
2711
Stock Yards Bancorp
SYBT
$2.64B
$1.79K ﹤0.01%
+28
New +$2.01K
REZI icon
2712
Resideo Technologies
REZI
$5.19B
$1.78K ﹤0.01%
121
+14
+13% +$287
FARM
2713
DELISTED
Farmer Brothers
FARM
$1.77K ﹤0.01%
1,000
– –
DDS icon
2714
Dillards
DDS
$9.19B
$1.77K ﹤0.01%
6
-7
-54% -$3.01K
HFRO
2715
Highland Opportunities and Income Fund
HFRO
$417M
$1.77K ﹤0.01%
396
-317
-44% -$1.75K
FRPH icon
2716
FRP Holdings
FRPH
$428M
$1.75K ﹤0.01%
66
– –
YMM icon
2717
Full Truck Alliance
YMM
$9.85B
$1.75K ﹤0.01%
+169
New +$2.04K
INV
2718
Innventure Inc
INV
$271M
$1.73K ﹤0.01%
+400
New +$4.11K
ELS icon
2719
Equity Lifestyle Properties
ELS
$12.6B
$1.73K ﹤0.01%
28
-41
-59% -$2.74K
RYAAY icon
2720
Ryanair
RYAAY
$30.4B
$1.71K ﹤0.01%
43
+33
+330% +$1.51K
GT icon
2721
Goodyear
GT
$2B
$1.7K ﹤0.01%
200
– –
TRMK icon
2722
Trustmark
TRMK
$2.76B
$1.69K ﹤0.01%
+55
New +$1.96K
BLNK icon
2723
Blink Charging
BLNK
$74.3M
$1.68K ﹤0.01%
2,216
– –
FTI icon
2724
TechnipFMC
FTI
$28.6B
$1.67K ﹤0.01%
72
-49
-40% -$1.47K
BYRN icon
2725
Byrna Technologies
BYRN
$103M
$1.66K ﹤0.01%
110
– –
107 108
109
110 111

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Comerica Bank
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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.