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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
NPO icon
1226
Enpro
NPO
$6.26B
$136K ﹤0.01%
989
-273
-22% -$49K
CRTO icon
1227
Criteo S.A. Ordinary Shares
CRTO
$1.14B
$135K ﹤0.01%
4,820
-1,438
-23% -$55.9K
DFEM icon
1228
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.48B
$135K ﹤0.01%
5,769
-518
-8% -$13.8K
XNCR icon
1229
Xencor
XNCR
$1.45B
$135K ﹤0.01%
17,563
– –
OLLI icon
1230
Ollie's Bargain Outlet
OLLI
$4.31B
$134K ﹤0.01%
1,298
+293
+29% +$31K
ELF icon
1231
e.l.f. Beauty
ELF
$4.77B
$134K ﹤0.01%
2,630
-4,153
-61% -$362K
GSBD icon
1232
Goldman Sachs BDC
GSBD
$997M
$134K ﹤0.01%
13,566
– –
KVUE icon
1233
Kenvue
KVUE
$38B
$134K ﹤0.01%
6,218
+3,002
+93% +$66.5K
JBSS icon
1234
John B. Sanfilippo & Son
JBSS
$986M
$134K ﹤0.01%
2,000
– –
TY icon
1235
TRI-Continental Corp
TY
$1.84B
$133K ﹤0.01%
4,848
-49,622
-91% -$1.58M
AIVL icon
1236
WisdomTree US AI Enhanced Value Fund
AIVL
$428M
$133K ﹤0.01%
1,365
– –
BIIB icon
1237
Biogen
BIIB
$30.9B
$132K ﹤0.01%
1,162
-222
-16% -$31.7K
TTEK icon
1238
Tetra Tech
TTEK
$8.77B
$132K ﹤0.01%
4,699
+1,760
+60% +$59.1K
DBEU icon
1239
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$762M
$131K ﹤0.01%
3,369
-231
-6% -$10.2K
MTZ icon
1240
MasTec
MTZ
$22.7B
$131K ﹤0.01%
1,224
+41
+3% +$5.53K
CIGI icon
1241
Colliers International
CIGI
$5.17B
$130K ﹤0.01%
1,220
– –
GTES icon
1242
Gates Industrial Corporation Ltd.
GTES
$6.31B
$130K ﹤0.01%
8,384
-1,815
-18% -$37.4K
IHF icon
1243
iShares US Healthcare Providers ETF
IHF
$1.22B
$130K ﹤0.01%
2,500
– –
LLYVK icon
1244
Liberty Live Group Series C
LLYVK
$9.54B
$130K ﹤0.01%
2,082
+72
+4% +$5.14K
PPC icon
1245
Pilgrim's Pride
PPC
$7.13B
$130K ﹤0.01%
2,649
+311
+13% +$15.6K
SHAK icon
1246
Shake Shack
SHAK
$2.54B
$129K ﹤0.01%
1,707
+250
+17% +$27.1K
CLS icon
1247
Celestica
CLS
$37.8B
$129K ﹤0.01%
1,877
+537
+40% +$57K
FLS icon
1248
Flowserve
FLS
$8.94B
$129K ﹤0.01%
3,272
+9
+0.3% +$511
SMCI icon
1249
Super Micro Computer
SMCI
$16.6B
$129K ﹤0.01%
+4,067
New +$154K
TOL icon
1250
Toll Brothers
TOL
$14B
$129K ﹤0.01%
1,423
-4,910
-78% -$589K
48 49
50
51 52

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CWM
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VRS
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FAF
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BGIM
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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.