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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
AYTU icon
3001
AYTU BioPharma
AYTU
$23.1M
$84 ﹤0.01%
83
– –
DOUG icon
3002
Douglas Elliman
DOUG
$155M
$81 ﹤0.01%
53
– –
PDS
3003
Precision Drilling
PDS
$979M
$76 ﹤0.01%
2
-19
-90% -$1.03K
POWA icon
3004
Invesco Bloomberg Pricing Power ETF
POWA
$178M
$70 ﹤0.01%
1
– –
TPET icon
3005
Trio Petroleum
TPET
$12.6M
$67 ﹤0.01%
+50
New +$78
TPST icon
3006
Tempest Therapeutics
TPST
$13.8M
$67 ﹤0.01%
10
– –
ACB
3007
Aurora Cannabis
ACB
$175M
$66 ﹤0.01%
17
– –
STIM icon
3008
Neuronetics
STIM
$137M
$66 ﹤0.01%
20
– –
CARS icon
3009
Cars.com
CARS
$664M
$65 ﹤0.01%
6
– –
CMPS
3010
Compass Pathways
CMPS
$1.56B
$61 ﹤0.01%
23
– –
BPT
3011
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
$54 ﹤0.01%
100
-999
-91% -$566
HTOO icon
3012
Fusion Fuel Green
HTOO
$8.57M
$52 ﹤0.01%
6
– –
VFF icon
3013
Village Farms International
VFF
$242M
$51 ﹤0.01%
105
– –
IAK icon
3014
iShares US Insurance ETF
IAK
$509M
– –
-507
Closed -$66.3K
GRFS
3015
Grifois
GRFS
$5.58B
$39 ﹤0.01%
6
-104
-95% -$785
OUSTZ
3016
DELISTED
Ouster Inc Warrants
OUSTZ
$34 ﹤0.01%
400
– –
TROX icon
3017
Tronox
TROX
$999M
$32 ﹤0.01%
7
– –
THQ
3018
abrdn Healthcare Opportunities Fund
THQ
$781M
$31 ﹤0.01%
2
-263
-99% -$5.38K
AB icon
3019
AllianceBernstein
AB
$3.43B
$30 ﹤0.01%
1
-1,176
-100% -$44.3K
SPFF icon
3020
Global X SuperIncome Preferred ETF
SPFF
$140M
$29 ﹤0.01%
3
– –
UBSI icon
3021
United Bankshares
UBSI
$6.62B
$28 ﹤0.01%
1
-8
-89% -$293
BYND icon
3022
Beyond Meat
BYND
$286M
$27 ﹤0.01%
10
– –
IVLU icon
3023
iShares MSCI Intl Value Factor ETF
IVLU
$4.44B
$24 ﹤0.01%
1
-205
-100% -$5.98K
MANU icon
3024
Manchester United
MANU
$4.04B
$24 ﹤0.01%
2
– –
NBOS icon
3025
Neuberger Option Strategy ETF
NBOS
$467M
$23 ﹤0.01%
1
– –
119 120
121
122 123

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
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CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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.