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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
LVTX
3201
DELISTED
LAVA Therapeutics
LVTX
– –
-6,000
Closed -$6.12K
LXU icon
3202
LSB Industries
LXU
$794M
– –
-322
Closed -$2.38K
MATW icon
3203
Matthews International
MATW
$866M
– –
-116
Closed -$3.6K
MBIN icon
3204
Merchants Bancorp
MBIN
$2.55B
– –
-94
Closed -$3.34K
MC icon
3205
Moelis & Co
MC
$5.08B
– –
-398
Closed -$29.7K
MLPA icon
3206
Global X MLP ETF
MLPA
$2.28B
– –
-415
Closed -$20.9K
MMTM icon
3207
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$158M
– –
-100
Closed -$26.3K
BINI
3208
DELISTED
Bollinger Innovations
BINI
– –
0
– -$1
NAUT icon
3209
Nautilus Biotechnolgy
NAUT
$131M
– –
-200
Closed -$364
NUMG icon
3210
Nuveen ESG Mid-Cap Growth ETF
NUMG
$349M
– –
-279,093
Closed -$13.3M
NXDT
3211
NexPoint Diversified Real Estate Trust
NXDT
$231M
– –
-1,146
Closed -$5.69K
ODP
3212
DELISTED
ODP
ODP
– –
-63
Closed -$1.41K
OPY icon
3213
Oppenheimer Holdings
OPY
$1.19B
– –
-84
Closed -$5.35K
PAAS icon
3214
Pan American Silver
PAAS
$18.6B
– –
-33
Closed -$708
PARR icon
3215
Par Pacific Holdings
PARR
$4.31B
– –
-255
Closed -$4.32K
PAUG icon
3216
Innovator US Equity Power Buffer ETF August
PAUG
$861M
– –
-100
Closed -$3.86K
PAWZ icon
3217
ProShares Pet Care ETF
PAWZ
$34.2M
– –
-208
Closed -$11.3K
PAY icon
3218
Paymentus
PAY
$4.39B
– –
-662
Closed -$21K
PCYO icon
3219
Pure Cycle
PCYO
$258M
– –
-1,332
Closed -$16K
PEBO icon
3220
Peoples Bancorp
PEBO
$1.49B
– –
-123
Closed -$3.83K
PFSI icon
3221
PennyMac Financial
PFSI
$3.94B
– –
-953
Closed -$94.8K
PGY icon
3222
Pagaya Technologies
PGY
$1.47B
– –
-11,177
Closed -$101K
PJUL icon
3223
Innovator US Equity Power Buffer ETF July
PJUL
$1.23B
– –
-60
Closed -$2.47K
PLL
3224
DELISTED
Piedmont Lithium
PLL
– –
-63
Closed -$573
PMT
3225
PennyMac Mortgage Investment
PMT
$812M
– –
-398
Closed -$4.94K
127 128
129
130 131

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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.