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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
SKT icon
3251
Tanger
SKT
$4.71B
– –
-106
Closed -$3.5K
SMTC icon
3252
Semtech
SMTC
$10.7B
– –
-43
Closed -$2.91K
SPHB icon
3253
Invesco S&P 500 High Beta ETF
SPHB
$970M
– –
-431
Closed -$38.9K
SPMO icon
3254
Invesco S&P 500 Momentum ETF
SPMO
$20.7B
– –
-393
Closed -$38K
STC icon
3255
Stewart Information Services
STC
$2.08B
– –
-62
Closed -$3.87K
STK
3256
Columbia Seligman Premium Technology Growth Fund
STK
$850M
– –
-200
Closed -$6.56K
STNG icon
3257
Scorpio Tankers
STNG
$3.76B
– –
-119
Closed -$6.23K
SXC icon
3258
SunCoke Energy
SXC
$717M
– –
-964
Closed -$9.81K
SYLD icon
3259
Cambria Shareholder Yield ETF
SYLD
$993M
– –
-200
Closed -$13.7K
TDV icon
3260
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$269M
– –
-538
Closed -$41K
TECK icon
3261
Teck Resources
TECK
$30.7B
– –
-6,625
Closed -$275K
THRY icon
3262
Thryv Holdings
THRY
$180M
– –
-82
Closed -$1.18K
TKR icon
3263
Timken Company
TKR
$9.46B
– –
-156
Closed -$11.5K
TMFG icon
3264
Motley Fool Global Opportunities ETF
TMFG
$352M
– –
-782
Closed -$22.1K
TS icon
3265
Tenaris
TS
$28.6B
– –
-247
Closed -$9.58K
TTMI icon
3266
TTM Technologies
TTMI
$12B
– –
-122
Closed -$3.04K
TUA icon
3267
Simplify Short Term Treasury Futures Strategy ETF
TUA
$699M
– –
-1,431
Closed -$30.4K
UNIT
3268
Uniti Group
UNIT
$2.26B
– –
-1
Closed -$4
UPBD icon
3269
Upbound Group
UPBD
$1.17B
– –
-382
Closed -$11.4K
USAC icon
3270
USA Compression Partners
USAC
$3.79B
– –
-1,450
Closed -$34.5K
UVE icon
3271
Universal Insurance Holdings
UVE
$1.23B
– –
-113
Closed -$2.22K
VECO icon
3272
Veeco
VECO
$2.95B
– –
-100
Closed -$2.81K
VGLT icon
3273
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
– –
-1,064
Closed -$58.1K
WNC icon
3274
Wabash National
WNC
$504M
– –
-255
Closed -$4.29K
WOR icon
3275
Worthington Enterprises
WOR
$2.74B
– –
-144
Closed -$5.7K
129 130
131
132 133

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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.