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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
VRNT
2801
DELISTED
Verint Systems
VRNT
$1.05K ﹤0.01%
+72
New +$1.72K
SRFM icon
2802
Surf Air Mobility
SRFM
$83.8M
$1.04K ﹤0.01%
+500
New +$2.06K
ANNX icon
2803
Annexon
ANNX
$837M
$1.03K ﹤0.01%
670
– –
NOMD icon
2804
Nomad Foods
NOMD
$1.67B
$1.03K ﹤0.01%
+56
New +$1.02K
KOS icon
2805
Kosmos Energy
KOS
$1.58B
$1.02K ﹤0.01%
646
+228
+55% +$673
NB
2806
NioCorp Developments
NB
$625M
$1.01K ﹤0.01%
510
– –
PTN
2807
Palatin Technologies
PTN
$13.6M
$1.01K ﹤0.01%
46
– –
KALU icon
2808
Kaiser Aluminum
KALU
$2.6B
$1K ﹤0.01%
+20
New +$1.4K
FVRR icon
2809
Fiverr
FVRR
$322M
$989 ﹤0.01%
43
– –
HI
2810
DELISTED
Hillenbrand
HI
$972 ﹤0.01%
50
– –
LOAN
2811
Manhattan Bridge Capital
LOAN
$47.8M
$972 ﹤0.01%
200
– –
SPCE icon
2812
Virgin Galactic
SPCE
$326M
$969 ﹤0.01%
409
+375
+1,103% +$1.65K
TLRY icon
2813
Tilray
TLRY
$609M
$956 ﹤0.01%
210
-25
-11% -$231
EVH icon
2814
Evolent Health
EVH
$342M
$955 ﹤0.01%
100
-5,800
-98% -$58.6K
RELL icon
2815
Richardson Electronics
RELL
$270M
$951 ﹤0.01%
104
– –
FTEK icon
2816
Fuel Tech
FTEK
$44.9M
$945 ﹤0.01%
1,000
– –
IFRA icon
2817
iShares US Infrastructure ETF
IFRA
$4.52B
$942 ﹤0.01%
+23
New +$1.07K
AAOI icon
2818
Applied Optoelectronics
AAOI
$7.75B
$931 ﹤0.01%
87
– –
VMEO
2819
DELISTED
Vimeo
VMEO
$931 ﹤0.01%
201
– –
DFAE icon
2820
Dimensional Emerging Core Equity Market ETF
DFAE
$9.31B
$926 ﹤0.01%
40
-119
-75% -$3.09K
BOX icon
2821
Box
BOX
$4.36B
$909 ﹤0.01%
32
-450
-93% -$14.6K
PVH icon
2822
PVH
PVH
$4.03B
$908 ﹤0.01%
15
– –
ERII icon
2823
Energy Recovery
ERII
$440M
$902 ﹤0.01%
+63
New +$959
CLSD
2824
DELISTED
Clearside Biomedical
CLSD
$901 ﹤0.01%
73
– –
SOXQ icon
2825
Invesco PHLX Semiconductor ETF
SOXQ
$2.31B
$899 ﹤0.01%
32
– –
111 112
113
114 115

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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.