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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
MTTR
3301
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
– –
-10,546
Closed -$52.3K
NKLA
3302
DELISTED
Nikola Corporation Common Stock
NKLA
– –
-239
Closed -$292
ZUO
3303
DELISTED
Zuora, Inc.
ZUO
– –
-5,700
Closed -$56.7K
SUM
3304
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
– –
-159
Closed -$8.27K
RVNC
3305
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-39
Closed -$132
ENLC
3306
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
– –
-3,109,177
Closed -$45.1M
SMAR
3307
DELISTED
Smartsheet Inc.
SMAR
– –
-648
Closed -$36.4K
TCS
3308
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
– –
-86
Closed -$22
LEV
3309
DELISTED
The Lion Electric Company
LEV
– –
-1,041
Closed -$92
SAVE
3310
DELISTED
Spirit Airlines, Inc.
SAVE
– –
-4,458
Closed -$2.23K
ORAN
3311
DELISTED
Orange
ORAN
– –
-402
Closed -$3.95K
BHIL
3312
DELISTED
Benson Hill, Inc.
BHIL
– –
-28
Closed -$60
LICY
3313
DELISTED
Li-Cycle Holdings Corp.
LICY
– –
-650
Closed -$1.3K
ATIP
3314
DELISTED
ATI Physical Therapy, Inc.
ATIP
– –
-29
Closed -$79
FM
3315
DELISTED
iShares Frontier and Select EM ETF
FM
– –
-733
Closed -$19.9K
129 130 131 132
133

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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.