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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
FDL icon
3151
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
– –
-500
Closed -$20.1K
FDVV icon
3152
Fidelity High Dividend ETF
FDVV
$10.2B
– –
-1,773
Closed -$89K
FF icon
3153
Future Fuel
FF
$218M
– –
-455
Closed -$2.35K
FFIC
3154
DELISTED
Flushing Financial
FFIC
– –
-229
Closed -$3.32K
FG icon
3155
F&G Annuities & Life
FG
$3.86B
– –
-10
Closed -$414
FISI icon
3156
Financial Institutions
FISI
$812M
– –
-136
Closed -$3.57K
FLIC
3157
DELISTED
First of Long Island Corp
FLIC
– –
-320
Closed -$3.68K
FMAT icon
3158
Fidelity MSCI Materials Index ETF
FMAT
$589M
– –
-146
Closed -$7.02K
FREL icon
3159
Fidelity MSCI Real Estate Index ETF
FREL
$1.51B
– –
-325
Closed -$8.65K
FSCO
3160
FS Credit Opportunities Corp
FSCO
$1.01B
– –
-2,173
Closed -$14.7K
FSTA icon
3161
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
– –
-321
Closed -$15.7K
FUTY icon
3162
Fidelity MSCI Utilities Index ETF
FUTY
$2.33B
– –
-153
Closed -$7.49K
GBF icon
3163
iShares Government/Credit Bond ETF
GBF
$133M
– –
-124
Closed -$12.6K
GCMG icon
3164
GCM Grosvenor
GCMG
$751M
– –
-351
Closed -$4.51K
GCT icon
3165
GigaCloud Technology
GCT
$1.57B
– –
-440
Closed -$8.62K
GKOS icon
3166
Glaukos
GKOS
$9.9B
– –
-11
Closed -$1.74K
XRN
3167
Chiron Real Estate Inc
XRN
$516M
– –
-91
Closed -$3.48K
GSIE icon
3168
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.04B
– –
-917
Closed -$30.8K
GSIT icon
3169
GSI Technology
GSIT
$224M
– –
-5,000
Closed -$15.3K
GSL icon
3170
Global Ship Lease
GSL
$1.6B
– –
-1,600
Closed -$35.9K
HAFC icon
3171
Hanmi Financial
HAFC
$940M
– –
-253
Closed -$5.66K
HAIN icon
3172
Hain Celestial
HAIN
$44.4M
– –
-402
Closed -$2.16K
HCC icon
3173
Warrior Met Coal
HCC
$4.25B
– –
-47
Closed -$2.46K
HEES
3174
DELISTED
H&E Equipment Services
HEES
– –
-4,172
Closed -$190K
HOPE icon
3175
Hope Bancorp
HOPE
$1.79B
– –
-1,061
Closed -$12.6K
125 126
127
128 129

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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.