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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
DFAS icon
1151
Dimensional US Small Cap ETF
DFAS
$15.3B
$164K ﹤0.01%
3,137
-2,152
-41% -$138K
ALLE icon
1152
Allegion
ALLE
$13.5B
$163K ﹤0.01%
1,377
+6
+0.4% +$777
HOOD icon
1153
Robinhood
HOOD
$80.7B
$163K ﹤0.01%
4,767
+262
+6% +$12.5K
HES
1154
DELISTED
Hess
HES
$162K ﹤0.01%
1,274
+30
+2% +$4.41K
STLD icon
1155
Steel Dynamics
STLD
$36.2B
$162K ﹤0.01%
1,472
+312
+27% +$39.5K
BURL icon
1156
Burlington
BURL
$23.4B
$162K ﹤0.01%
739
+30
+4% +$7.77K
SCHC icon
1157
Schwab International Small-Cap Equity ETF
SCHC
$5.28B
$161K ﹤0.01%
4,949
+2,311
+88% +$82.5K
AMX icon
1158
America Movil
AMX
$74.6B
$161K ﹤0.01%
11,993
– –
VNO icon
1159
Vornado Realty Trust
VNO
$7.65B
$160K ﹤0.01%
5,050
+3
+0.1% +$121
ENSG icon
1160
The Ensign Group
ENSG
$10.6B
$160K ﹤0.01%
1,295
+128
+11% +$16.9K
GHM icon
1161
Graham Corp
GHM
$1.03B
$160K ﹤0.01%
6,000
-288
-5% -$10.9K
DES icon
1162
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
$160K ﹤0.01%
5,697
+525
+10% +$17.7K
IDCC icon
1163
InterDigital
IDCC
$6.75B
$159K ﹤0.01%
834
+85
+11% +$17.1K
VPL icon
1164
Vanguard FTSE Pacific ETF
VPL
$7.77B
$159K ﹤0.01%
2,441
-580
-19% -$42.5K
CACC icon
1165
Credit Acceptance
CACC
$5.82B
$158K ﹤0.01%
338
+3
+0.9% +$1.48K
IYC icon
1166
iShares US Consumer Discretionary ETF
IYC
$1.16B
$157K ﹤0.01%
1,988
-1,672
-46% -$160K
UDR icon
1167
UDR
UDR
$12.8B
$156K ﹤0.01%
4,098
+1,269
+45% +$54.3K
GAM
1168
General American Investors Company
GAM
$1.54B
$156K ﹤0.01%
3,439
– –
SEDG icon
1169
SolarEdge
SEDG
$2.37B
$156K ﹤0.01%
12,561
-9
-0.1% -$140
SSO icon
1170
ProShares Ultra S&P500
SSO
$7.52B
$156K ﹤0.01%
4,800
-1,178
-20% -$54.3K
RIVN icon
1171
Rivian
RIVN
$23.6B
$155K ﹤0.01%
14,390
+675
+5% +$8.49K
SCHI icon
1172
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.5B
$155K ﹤0.01%
7,069
+6,213
+726% +$138K
SMLV icon
1173
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$260M
$154K ﹤0.01%
1,400
– –
SIGA icon
1174
SIGA Technologies
SIGA
$240M
$154K ﹤0.01%
26,000
– –
NEA icon
1175
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
$153K ﹤0.01%
14,900
-202
-1% -$2.3K
45 46
47
48 49

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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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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.