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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
SEMR
2826
DELISTED
Semrush
SEMR
$887 ﹤0.01%
+107
New +$1.46K
GHC icon
2827
Graham Holdings Company
GHC
$5.22B
$884 ﹤0.01%
+1
New +$931
MUR icon
2828
Murphy Oil
MUR
$5.53B
$883 ﹤0.01%
+45
New +$1.27K
EXEEL
2829
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
$881 ﹤0.01%
10
– –
MEOH icon
2830
Methanex
MEOH
$4.33B
$880 ﹤0.01%
+34
New +$1.53K
GRC icon
2831
Gorman-Rupp
GRC
$2.14B
$878 ﹤0.01%
+28
New +$1.05K
CMCO icon
2832
Columbus McKinnon
CMCO
$548M
$876 ﹤0.01%
+68
New +$1.77K
VSH icon
2833
Vishay Intertechnology
VSH
$5.23B
$856 ﹤0.01%
81
-343
-81% -$5.88K
SHOC icon
2834
Strive US Semiconductor ETF
SHOC
$228M
$850 ﹤0.01%
25
– –
GRPN icon
2835
Groupon
GRPN
$1.04B
$840 ﹤0.01%
50
– –
MRX
2836
Marex Group Limited Ordinary Shares
MRX
$4.7B
$839 ﹤0.01%
23
– –
UPWK icon
2837
Upwork
UPWK
$1.11B
$826 ﹤0.01%
+70
New +$1.07K
IEF icon
2838
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$825 ﹤0.01%
9
-524
-98% -$49K
SCO icon
2839
ProShares UltraShort Bloomberg Crude Oil
SCO
$675M
$824 ﹤0.01%
9
– –
HOVR icon
2840
New Horizon Aircraft
HOVR
$113M
$823 ﹤0.01%
2,000
– –
CRNX icon
2841
Crinetics Pharmaceuticals
CRNX
$8.87B
$818 ﹤0.01%
+32
New +$1.2K
FTGC icon
2842
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.96B
$816 ﹤0.01%
+35
New +$878
BH icon
2843
Biglari Holdings Class B
BH
$1.21B
$814 ﹤0.01%
4
– –
LGO
2844
Largo
LGO
$60M
$809 ﹤0.01%
686
+500
+269% +$902
NXTS
2845
Nexentis Technologies
NXTS
$2.21M
$809 ﹤0.01%
16
– –
NIO icon
2846
NIO
NIO
$12.1B
$791 ﹤0.01%
252
– –
IONS icon
2847
Ionis Pharmaceuticals
IONS
$8.57B
$765 ﹤0.01%
30
-1,095
-97% -$35.9K
AEO icon
2848
American Eagle Outfitters
AEO
$2.86B
$760 ﹤0.01%
79
-179
-69% -$2.56K
TCRT icon
2849
Alaunos Therapeutics
TCRT
$4.52M
$753 ﹤0.01%
300
– –
WOOF icon
2850
Petco
WOOF
$791M
$743 ﹤0.01%
250
– –
112 113
114
115 116

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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.