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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
BCAT icon
3101
BlackRock Capital Allocation Term Trust
BCAT
$1.64B
– –
-2,331
Closed -$36.1K
BCSF icon
3102
Bain Capital Specialty
BCSF
$810M
– –
-1,904
Closed -$32.6K
BHC icon
3103
Bausch Health
BHC
$2.25B
– –
-43
Closed -$337
BKCH icon
3104
Global X Blockchain ETF
BKCH
$221M
– –
-25
Closed -$1.38K
BKU icon
3105
Bankunited
BKU
$3.33B
– –
-383
Closed -$14.8K
BLBD icon
3106
Blue Bird Corp
BLBD
$2.36B
– –
-1,548
Closed -$62.4K
BLCO icon
3107
Bausch + Lomb
BLCO
$6.06B
– –
-100
Closed -$1.81K
BLFY
3108
DELISTED
Blue Foundry Bancorp
BLFY
– –
-18,395
Closed -$170K
BOE icon
3109
BlackRock Enhanced Global Dividend Trust
BOE
$675M
– –
-202
Closed -$2.22K
BUG icon
3110
Global X Cybersecurity ETF
BUG
$1.26B
– –
-1,724
Closed -$55.3K
BW icon
3111
Babcock & Wilcox
BW
$1.41B
– –
-4
Closed -$7
CAE icon
3112
CAE Inc. Common Shares
CAE
$8.31B
– –
-983
Closed -$23.2K
CALX icon
3113
Calix
CALX
$2.22B
– –
-35
Closed -$1.34K
CBRL icon
3114
Cracker Barrel
CBRL
$1.28B
– –
-1,000
Closed -$57.3K
CCRN
3115
DELISTED
Cross Country Healthcare
CCRN
– –
-285
Closed -$5.2K
CHIQ icon
3116
Global X MSCI China Consumer Discretionary ETF
CHIQ
$131M
– –
-40
Closed -$747
CION icon
3117
CION Investment
CION
$294M
– –
-4,000
Closed -$44.3K
CLW icon
3118
Clearwater Paper
CLW
$341M
– –
-84
Closed -$2.46K
CMDY icon
3119
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$557M
– –
-855
Closed -$41.1K
CMPR icon
3120
Cimpress
CMPR
$2.29B
– –
-176
Closed -$12.3K
CNOB icon
3121
Center Bancorp
CNOB
$1.66B
– –
-169
Closed -$3.8K
CODI icon
3122
Compass Diversified
CODI
$756M
– –
-3,000
Closed -$65.7K
COM icon
3123
Direxion Auspice Broad Commodity Strategy ETF
COM
$205M
– –
-183
Closed -$5.21K
COMT icon
3124
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.18B
– –
-5,906
Closed -$151K
CRNC icon
3125
Cerence
CRNC
$375M
– –
-137
Closed -$2.14K
123 124
125
126 127

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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.