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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
AGCO icon
2876
AGCO
AGCO
$7.44B
$606 ﹤0.01%
8
-19
-70% -$1.86K
VYX icon
2877
NCR Voyix
VYX
$1.14B
$594 ﹤0.01%
76
-124
-62% -$1.46K
INN
2878
Summit Hotel Properties
INN
$750M
$580 ﹤0.01%
+155
New +$985
XTN icon
2879
State Street SPDR S&P Transportation ETF
XTN
$388M
$565 ﹤0.01%
9
– –
ALKT icon
2880
Alkami Technology
ALKT
$1.94B
$564 ﹤0.01%
+25
New +$787
VRRM icon
2881
Verra Mobility
VRRM
$776M
$563 ﹤0.01%
+27
New +$650
RDFN
2882
DELISTED
Redfin
RDFN
$558 ﹤0.01%
63
– –
OTLY
2883
Oatly Group
OTLY
$457M
$557 ﹤0.01%
62
-1
-2% -$11
CALM icon
2884
Cal-Maine
CALM
$4.05B
$542 ﹤0.01%
6
-160
-96% -$15.8K
AMC icon
2885
AMC Entertainment Holdings
AMC
$2.4B
$533 ﹤0.01%
201
+172
+593% +$565
PERI icon
2886
Perion Network
PERI
$372M
$531 ﹤0.01%
+75
New +$655
CTKB icon
2887
Cytek Biosciences
CTKB
$540M
$519 ﹤0.01%
154
– –
BRFS
2888
DELISTED
BRF SA
BRFS
$516 ﹤0.01%
+166
New +$585
PRTA icon
2889
Prothena Corp
PRTA
$426M
$514 ﹤0.01%
49
– –
NCMI icon
2890
National CineMedia
NCMI
$369M
$510 ﹤0.01%
90
-10
-10% -$64
PAVM icon
2891
PAVmed
PAVM
$37.7M
$503 ﹤0.01%
28
– –
IZRL icon
2892
ARK Israel Innovative Technology ETF
IZRL
$137M
$499 ﹤0.01%
25
– –
KVHI icon
2893
KVH Industries
KVHI
$180M
$480 ﹤0.01%
+100
New +$570
STXS icon
2894
Stereotaxis
STXS
$127M
$480 ﹤0.01%
300
– –
PSCE icon
2895
Invesco S&P SmallCap Energy ETF
PSCE
$96.9M
$477 ﹤0.01%
15
-25
-63% -$1.14K
FIRY
2896
Firy Inc
FIRY
$146M
$471 ﹤0.01%
123
– –
TOGA
2897
Tremblant Global ETF
TOGA
$176M
$466 ﹤0.01%
18
– –
AUDC icon
2898
AudioCodes
AUDC
$243M
$465 ﹤0.01%
57
– –
UVIX icon
2899
2x Long VIX Futures ETF
UVIX
$273M
– –
-3
Closed -$1.97K
PSFE icon
2900
Paysafe
PSFE
$414M
$452 ﹤0.01%
34
– –
114 115
116
117 118

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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.