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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
WRLD icon
3276
World Acceptance Corp
WRLD
$840M
– –
-19
Closed -$2.14K
WS icon
3277
Worthington Steel
WS
$1.75B
– –
-144
Closed -$4.35K
WWW icon
3278
Wolverine World Wide
WWW
$1.64B
– –
-110
Closed -$2.49K
XBIL icon
3279
US Treasury 6 Month Bill ETF
XBIL
$741M
– –
-4
Closed -$200
XONE icon
3280
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$836M
– –
-459
Closed -$22.7K
XRX icon
3281
Xerox
XRX
$456M
– –
-240
Closed -$2.14K
ZEUS
3282
DELISTED
Olympic Steel
ZEUS
– –
-115
Closed -$3.58K
TBBB icon
3283
BBB Foods
TBBB
$4.85B
– –
-150
Closed -$4.51K
MTUS icon
3284
Metallus
MTUS
$826M
– –
-520
Closed -$6.97K
SERV
3285
Serve Robotics
SERV
$409M
– –
-2,513
Closed -$42.2K
BTX
3286
BlackRock Technology and Private Equity Term Trust
BTX
$922M
– –
-6,660
Closed -$51.1K
CNR
3287
Core Natural Resources Inc
CNR
$4.09B
– –
-172
Closed -$18.1K
ETHW
3288
Bitwise Ethereum ETF
ETHW
$201M
– –
-775
Closed -$18.2K
HCWC
3289
Healthy Choice Wellness
HCWC
$4.66M
$0 ﹤0.01%
1
– –
ONC
3290
BeOne Medicines Ltd
ONC
$33.4B
– –
-6
Closed -$1.07K
LGF.B
3291
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
– –
-50
Closed -$373
PDCO
3292
DELISTED
Patterson Companies, Inc.
PDCO
– –
-376
Closed -$11.6K
ITCI
3293
DELISTED
Intra-Cellular Therapies Inc.
ITCI
– –
-19
Closed -$1.57K
VOXX
3294
DELISTED
VOXX International Corporation Class A
VOXX
– –
-80
Closed -$585
SASR
3295
DELISTED
Sandy Spring Bancorp Inc
SASR
– –
-72
Closed -$2.32K
ALTR
3296
DELISTED
Altair Engineering Inc
ALTR
– –
-160
Closed -$17.6K
AZPN
3297
DELISTED
Aspen Technology Inc
AZPN
– –
-290
Closed -$72.8K
ALTM
3298
DELISTED
Arcadium Lithium plc
ALTM
– –
-67,549
Closed -$385K
INFN
3299
DELISTED
Infinera Corporation Common Stock
INFN
– –
-425
Closed -$2.81K
PFC
3300
DELISTED
Premier Financial Corp. Common Stock
PFC
– –
-754
Closed -$18.6K
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.