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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
HUBCZ icon
3176
Hub Cyber Security Warrant
HUBCZ
$114K
– –
-100
Closed -$2
IBEX icon
3177
IBEX
IBEX
$475M
– –
-103
Closed -$2.21K
IEP icon
3178
Icahn Enterprises
IEP
$5.18B
– –
-2,130
Closed -$19.5K
IIGD icon
3179
Invesco Investment Grade Defensive ETF
IIGD
$26.8M
– –
-54
Closed -$1.31K
IJUL icon
3180
Innovator International Developed Power Buffer ETF July
IJUL
$244M
– –
-120
Closed -$3.34K
IMAX icon
3181
IMAX
IMAX
$2.61B
– –
-886
Closed -$20.9K
IMMR icon
3182
Immersion
IMMR
$246M
– –
-553
Closed -$4.79K
INDL icon
3183
Direxion Daily MSCI India Bull 2X ETF
INDL
$56.7M
– –
-20
Closed -$1.18K
INFL icon
3184
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.51B
– –
-20
Closed -$781
INTF icon
3185
iShares International Equity Factor ETF
INTF
$3.65B
– –
-790
Closed -$22.8K
INVE icon
3186
Identive
INVE
$64.8M
– –
-200
Closed -$706
JACK icon
3187
Jack in the Box
JACK
$312M
– –
-300
Closed -$11.4K
JAKK icon
3188
Jakks Pacific
JAKK
$302M
– –
-60
Closed -$1.71K
JGLO icon
3189
JPMorgan Global Select Equity ETF
JGLO
$6.87B
– –
-234
Closed -$14.2K
JHX icon
3190
James Hardie Industries
JHX
$15.4B
– –
-467
Closed -$14.5K
JOE icon
3191
St. Joe Company
JOE
$3.62B
– –
-121
Closed -$5.33K
KBWP icon
3192
Invesco KBW Property & Casualty Insurance ETF
KBWP
$269M
– –
-106
Closed -$12.1K
KELYA icon
3193
Kelly Services Class A
KELYA
$521M
– –
-157
Closed -$2.17K
KFRC icon
3194
Kforce
KFRC
$1.01B
– –
-47
Closed -$2.62K
KLIC icon
3195
Kulicke & Soffa
KLIC
$4.62B
– –
-82
Closed -$3.9K
KLXE icon
3196
KLX Energy Services
KLXE
$44.4M
– –
-26
Closed -$133
LASR icon
3197
nLIGHT
LASR
$3.71B
– –
-42
Closed -$475
LIDR icon
3198
AEye
LIDR
$50.9M
– –
-471
Closed -$1.03K
LIND icon
3199
Lindblad Expeditions
LIND
$1.95B
– –
-31
Closed -$364
LRGE icon
3200
ClearBridge Large Cap Growth Select ETF
LRGE
$369M
– –
-155
Closed -$11.8K
126 127
128
129 130

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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.