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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
FMHI icon
2976
First Trust Municipal High Income ETF
FMHI
$989M
$139 ﹤0.01%
3
– –
SJT
2977
San Juan Basin Royalty Trust
SJT
$120M
$133 ﹤0.01%
+28
New +$132
JJSF icon
2978
J&J Snack Foods
JJSF
$1.44B
$129 ﹤0.01%
+1
New +$134
IDEV icon
2979
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
$124 ﹤0.01%
2
-2,461
-100% -$168K
SRG
2980
Seritage Growth Properties
SRG
$137M
$124 ﹤0.01%
50
– –
SCHO icon
2981
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$121 ﹤0.01%
5
– –
LNN icon
2982
Lindsay Corp
LNN
$1.12B
$116 ﹤0.01%
+1
New +$131
TRIB
2983
Trinity Biotech
TRIB
$8.61M
$115 ﹤0.01%
7
– –
PARAA
2984
DELISTED
Paramount Global Class A
PARAA
$112 ﹤0.01%
5
– –
KNDI
2985
Kandi Technologies Group
KNDI
$65.7M
$111 ﹤0.01%
95
– –
CHCO icon
2986
City Holding Co
CHCO
$2.04B
$110 ﹤0.01%
+1
New +$118
ROOT icon
2987
Root
ROOT
$919M
$108 ﹤0.01%
+1
New +$115
CLNE icon
2988
Clean Energy Fuels
CLNE
$425M
$106 ﹤0.01%
80
– –
ESNT icon
2989
Essent Group
ESNT
$6.12B
$106 ﹤0.01%
2
-119
-98% -$6.75K
CRBG icon
2990
Corebridge Financial
CRBG
$14.4B
$102 ﹤0.01%
+4
New +$129
MYRG icon
2991
MYR Group
MYRG
$5.15B
$102 ﹤0.01%
1
-29
-97% -$3.86K
KWR icon
2992
Quaker Houghton
KWR
$2.69B
$97 ﹤0.01%
1
-11
-92% -$1.49K
CHRS icon
2993
Coherus Oncology
CHRS
$227M
$95 ﹤0.01%
123
– –
PINC
2994
DELISTED
Premier
PINC
$95 ﹤0.01%
+5
New +$98
SLDP icon
2995
Solid Power
SLDP
$463M
$94 ﹤0.01%
100
– –
RVMD icon
2996
Revolution Medicines
RVMD
$40.9B
$93 ﹤0.01%
+3
New +$122
JMIA
2997
Jumia Technologies
JMIA
$739M
$87 ﹤0.01%
50
– –
OPRT icon
2998
Oportun Financial
OPRT
$259M
$87 ﹤0.01%
20
– –
ENVA icon
2999
Enova International
ENVA
$6.31B
$86 ﹤0.01%
+1
New +$103
RMBS icon
3000
Rambus
RMBS
$9.72B
$86 ﹤0.01%
+2
New +$117
118 119
120
121 122

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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.