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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
DSX.WS icon
3076
Diana Shipping Inc Warrants exp 2026
DSX.WS
$3.4M
$1 ﹤0.01%
+13
New +$2
NAT icon
3077
Nordic American Tanker
NAT
$1.41B
– –
0
– –
VRME icon
3078
VerifyMe
VRME
$9.17M
$1 ﹤0.01%
1
– –
AAAU icon
3079
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.5B
– –
-100
Closed -$2.63K
ABUS icon
3080
Arbutus Biopharma
ABUS
$871M
– –
-5,450
Closed -$18.3K
ADV icon
3081
Advantage Solutions
ADV
$540M
– –
-44
Closed -$2.92K
ALLT icon
3082
Allot
ALLT
$367M
– –
-2,000
Closed -$14.5K
AMCX icon
3083
AMC Global Media
AMCX
$427M
– –
-79
Closed -$723
AMID icon
3084
Argent Mid Cap ETF
AMID
$110M
– –
-704
Closed -$24.1K
GOLD
3085
Gold.com Inc
GOLD
$1.22B
– –
-159
Closed -$4.43K
ANDE icon
3086
Andersons Inc
ANDE
$2.44B
– –
-108
Closed -$4.56K
APOG icon
3087
Apogee Enterprises
APOG
$832M
– –
-93
Closed -$4.88K
ARQQ icon
3088
Arqit Quantum
ARQQ
$308M
– –
-10,000
Closed -$246K
ASB icon
3089
Associated Banc-Corp
ASB
$5.8B
– –
-337
Closed -$8.06K
ATLX icon
3090
Atlas Lithium Corp
ATLX
$80.2M
– –
-100
Closed -$691
AVDE icon
3091
Avantis International Equity ETF
AVDE
$18.2B
– –
-495
Closed -$30.5K
AVEM icon
3092
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
– –
-1,457
Closed -$85.6K
AVLV icon
3093
Avantis US Large Cap Value ETF
AVLV
$18B
– –
-51
Closed -$3.44K
BANC icon
3094
Banc of California
BANC
$2.91B
– –
-378
Closed -$5.87K
BATT icon
3095
Amplify Lithium & Battery Technology ETF
BATT
$116M
– –
-660
Closed -$5.9K
BBCA icon
3096
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
– –
-195
Closed -$13.9K
BBIN icon
3097
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.64B
– –
-107
Closed -$6.15K
BBMC icon
3098
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.04B
– –
-23
Closed -$2.23K
BBUS icon
3099
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.78B
– –
-189
Closed -$20.2K
BBW icon
3100
Build-A-Bear
BBW
$442M
– –
-237
Closed -$10.1K
122 123
124
125 126

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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
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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.