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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
CSV icon
3126
Carriage Services
CSV
$637M
– –
-100
Closed -$3.94K
CSTL icon
3127
Castle Biosciences
CSTL
$813M
– –
-52
Closed -$1.7K
CUBI icon
3128
Customers Bancorp
CUBI
$2.65B
– –
-91
Closed -$4.29K
CXW icon
3129
CoreCivic
CXW
$2.95B
– –
-364
Closed -$8.36K
DEA
3130
Easterly Government Properties
DEA
$1.15B
– –
-3,000
Closed -$86.4K
DFGR icon
3131
Dimensional Global Real Estate ETF
DFGR
$3.87B
– –
-1,426
Closed -$36K
DFH icon
3132
Dream Finders Homes
DFH
$1.22B
– –
-73
Closed -$1.63K
DIVB icon
3133
iShares Core Dividend ETF
DIVB
$1.68B
– –
-612
Closed -$29.1K
DLN icon
3134
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
– –
-147
Closed -$11.5K
DNOW icon
3135
DNOW Inc
DNOW
$2.51B
– –
-253
Closed -$3.28K
DPG
3136
Duff & Phelps Utility and Infrastructure Fund
DPG
$525M
– –
-1
Closed -$7
DTF
3137
DTF Tax-Free Income 2028 Term Fund
DTF
$80.5M
– –
-1
Closed -$11
DWAS icon
3138
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$431M
– –
-33
Closed -$2.96K
EIDO icon
3139
iShares MSCI Indonesia ETF
EIDO
$480M
– –
-2,250
Closed -$41.3K
EIG icon
3140
Employers Holdings
EIG
$941M
– –
-107
Closed -$5.22K
EMC icon
3141
Global X Emerging Markets Great Consumer ETF
EMC
$54.6M
– –
-380
Closed -$9.93K
ENR icon
3142
Energizer
ENR
$1.44B
– –
-282
Closed -$10.1K
EPHE icon
3143
iShares MSCI Philippines ETF
EPHE
$132M
– –
-300
Closed -$7.46K
EPM icon
3144
Evolution Petroleum
EPM
$131M
– –
-250
Closed -$1.33K
EQX icon
3145
Equinox Gold
EQX
$7.43B
– –
-146
Closed -$847
ESRT icon
3146
Empire State Realty Trust
ESRT
$862M
– –
-1,493
Closed -$14.6K
ETD icon
3147
Ethan Allen Interiors
ETD
$583M
– –
-157
Closed -$4.32K
EVC icon
3148
Entravision Communication
EVC
$1.07B
– –
-432
Closed -$985
EWX icon
3149
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$648M
– –
-234
Closed -$13.5K
EXTR icon
3150
Extreme Networks
EXTR
$3.9B
– –
-254
Closed -$4.44K
124 125
126
127 128

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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.