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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
APLD icon
2751
Applied Digital
APLD
$7.89B
$1.43K ﹤0.01%
+282
New +$2.21K
PRNT icon
2752
The 3D Printing ETF
PRNT
$59.5M
$1.43K ﹤0.01%
85
– –
SFD
2753
Smithfield Foods
SFD
$10.2B
$1.42K ﹤0.01%
+75
New +$1.53K
NMAI icon
2754
Nuveen Multi-Asset Income Fund
NMAI
$468M
$1.42K ﹤0.01%
131
– –
DDD icon
2755
3D Systems Corp
DDD
$431M
$1.41K ﹤0.01%
748
– –
DOLE icon
2756
Dole
DOLE
$1.35B
$1.41K ﹤0.01%
106
-138
-57% -$1.91K
CHRD icon
2757
Chord Energy
CHRD
$7.9B
$1.4K ﹤0.01%
17
-19
-53% -$2.16K
DGICA icon
2758
Donegal Group Class A
DGICA
$731M
$1.39K ﹤0.01%
+77
New +$1.25K
TALO icon
2759
Talos Energy
TALO
$2.53B
$1.38K ﹤0.01%
216
-88
-29% -$834
OEFA
2760
ALPS O'Shares International Developed Quality Dividend ETF
OEFA
$36.5M
$1.38K ﹤0.01%
50
– –
BITS icon
2761
Global X Blockchain & Bitcoin Strategy ETF
BITS
$23.1M
$1.38K ﹤0.01%
+30
New +$1.94K
GLDD
2762
DELISTED
Great Lakes Dredge & Dock
GLDD
$1.37K ﹤0.01%
170
– –
TSLS icon
2763
Direxion Daily TSLA Bear 1X ETF
TSLS
$85.8M
$1.36K ﹤0.01%
+11
New +$1.07K
XP icon
2764
XP
XP
$8.81B
$1.36K ﹤0.01%
107
– –
ACCO icon
2765
Acco Brands
ACCO
$389M
$1.35K ﹤0.01%
+382
New +$1.88K
ARMK icon
2766
Aramark
ARMK
$15B
$1.34K ﹤0.01%
44
-1,212
-96% -$44.6K
RARE icon
2767
Ultragenyx Pharmaceutical
RARE
$2.45B
$1.34K ﹤0.01%
+43
New +$1.79K
DBI icon
2768
Designer Brands
DBI
$307M
$1.33K ﹤0.01%
501
– –
EHAB
2769
DELISTED
Enhabit
EHAB
$1.31K ﹤0.01%
169
+112
+196% +$940
ASPI icon
2770
ASP Isotopes
ASPI
$504M
$1.31K ﹤0.01%
300
– –
ATKR icon
2771
Atkore
ATKR
$2.46B
$1.3K ﹤0.01%
25
-676
-96% -$48.3K
LXP icon
2772
LXP Industrial Trust
LXP
$3.57B
$1.29K ﹤0.01%
+36
New +$1.54K
APPN icon
2773
Appian
APPN
$1.98B
$1.29K ﹤0.01%
50
– –
HR icon
2774
Healthcare Realty
HR
$7.28B
$1.28K ﹤0.01%
85
+1
+1% +$17
VVX icon
2775
V2X
VVX
$2.83B
$1.28K ﹤0.01%
+28
New +$1.37K
109 110
111
112 113

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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.