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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
AMRN
2851
Amarin Corp
AMRN
$300M
$729 ﹤0.01%
85
-50
-37% -$529
CABO icon
2852
Cable One
CABO
$228M
$721 ﹤0.01%
3
-32
-91% -$9.35K
COHU icon
2853
Cohu
COHU
$2.26B
$720 ﹤0.01%
+54
New +$1.12K
DY icon
2854
Dycom Industries
DY
$12B
$703 ﹤0.01%
5
-26
-84% -$4.48K
DINO icon
2855
HF Sinclair
DINO
$16.5B
$700 ﹤0.01%
27
– –
EMO
2856
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.04B
$699 ﹤0.01%
17
– –
RUM icon
2857
RUM Group Inc
RUM
$1.61B
$694 ﹤0.01%
100
-1,000
-91% -$10.4K
OII icon
2858
Oceaneering
OII
$4.86B
$686 ﹤0.01%
43
– –
ADAP
2859
DELISTED
Adaptimmune Therapeutics
ADAP
$682 ﹤0.01%
3,023
– –
SANA icon
2860
Sana Biotechnology
SANA
$871M
$670 ﹤0.01%
500
– –
BBAI icon
2861
BigBear.ai
BBAI
$1.34B
$665 ﹤0.01%
250
-800
-76% -$3.81K
ESGR
2862
DELISTED
Enstar Group
ESGR
$664 ﹤0.01%
+2
New +$659
SG icon
2863
Sweetgreen
SG
$766M
$661 ﹤0.01%
34
– –
CHCT
2864
Community Healthcare Trust
CHCT
$523M
$659 ﹤0.01%
+41
New +$782
PAYO icon
2865
Payoneer
PAYO
$2.42B
$655 ﹤0.01%
+111
New +$1.03K
FLG
2866
Flagstar Bank National Association
FLG
$5.93B
$647 ﹤0.01%
+62
New +$697
ALRM icon
2867
Alarm.com
ALRM
$2.71B
$644 ﹤0.01%
+13
New +$780
VIAV icon
2868
Viavi Solutions
VIAV
$9.11B
$644 ﹤0.01%
67
– –
WATT icon
2869
Energous
WATT
$77.7M
$633 ﹤0.01%
92
+90
+4,500% +$1.21K
QDEL icon
2870
QuidelOrtho
QDEL
$1.14B
$629 ﹤0.01%
24
+19
+380% +$775
SGMO
2871
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$628 ﹤0.01%
1,000
– –
RNAM
2872
DELISTED
Avidity Biosciences
RNAM
$626 ﹤0.01%
+26
New +$810
WHF icon
2873
WhiteHorse Finance
WHF
$137M
$624 ﹤0.01%
72
– –
HLIT icon
2874
Harmonic Inc
HLIT
$1.25B
$619 ﹤0.01%
75
-100
-57% -$1.1K
HL icon
2875
Hecla Mining
HL
$9.46B
$617 ﹤0.01%
131
-11,240
-99% -$62.4K
113 114
115
116 117

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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.