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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
RDN icon
1176
Radian Group
RDN
$5.28B
$153K ﹤0.01%
5,028
+562
+13% +$18.3K
NVEE
1177
DELISTED
NV5 Global
NVEE
$153K ﹤0.01%
9,938
+3,585
+56% +$65.6K
RITM icon
1178
Rithm Capital
RITM
$5.58B
$153K ﹤0.01%
15,609
+10,454
+203% +$121K
USPH icon
1179
US Physical Therapy
USPH
$1.22B
$153K ﹤0.01%
2,319
-30
-1% -$2.52K
JPST icon
1180
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$153K ﹤0.01%
3,026
+34
+1% +$1.72K
GOVT icon
1181
iShares US Treasury Bond ETF
GOVT
$43.7B
$152K ﹤0.01%
6,665
-11,450
-63% -$260K
SILA
1182
DELISTED
Sila Realty Trust
SILA
$152K ﹤0.01%
6,150
– –
OCFC icon
1183
OceanFirst Financial
OCFC
$1.71B
$152K ﹤0.01%
10,207
+337
+3% +$6K
DLS icon
1184
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
$152K ﹤0.01%
2,532
+134
+6% +$8.73K
AES icon
1185
AES
AES
$10.6B
$151K ﹤0.01%
14,798
+2,936
+25% +$34K
BDC icon
1186
Belden
BDC
$3.97B
$151K ﹤0.01%
1,729
+33
+2% +$3.66K
IWC icon
1187
iShares Micro-Cap ETF
IWC
$1.42B
$150K ﹤0.01%
1,536
– –
WD icon
1188
Walker & Dunlop
WD
$1.73B
$150K ﹤0.01%
2,026
+26
+1% +$2.33K
INSP icon
1189
Inspire Medical Systems
INSP
$1.47B
$149K ﹤0.01%
1,052
-108
-9% -$19.5K
OMCL icon
1190
Omnicell
OMCL
$1.88B
$149K ﹤0.01%
4,870
– –
SCMB icon
1191
Schwab Municipal Bond ETF
SCMB
$3.99B
$149K ﹤0.01%
6,000
– –
CNP icon
1192
CenterPoint Energy
CNP
$28.3B
$148K ﹤0.01%
4,150
-872
-17% -$29.2K
DIHP icon
1193
Dimensional International High Profitability ETF
DIHP
$6.24B
$147K ﹤0.01%
+6,055
New +$162K
TOLZ icon
1194
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$177M
$147K ﹤0.01%
3,029
-556
-16% -$28.1K
HSIC icon
1195
Henry Schein
HSIC
$9.78B
$147K ﹤0.01%
2,342
+805
+52% +$59.4K
KIM icon
1196
Kimco Realty
KIM
$17.5B
$147K ﹤0.01%
7,847
+2,879
+58% +$62.8K
XLC icon
1197
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$147K ﹤0.01%
1,702
-2,553
-60% -$255K
AVAV icon
1198
AeroVironment
AVAV
$7.19B
$146K ﹤0.01%
1,208
+1
+0.1% +$154
ATEC icon
1199
Alphatec Holdings
ATEC
$1.48B
$146K ﹤0.01%
15,504
-1,650
-10% -$17.7K
IFF icon
1200
International Flavors & Fragrances
IFF
$20.3B
$146K ﹤0.01%
2,186
-1,082
-33% -$89.2K
46 47
48
49 50

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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.