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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
KWEB icon
1276
KraneShares CSI China Internet ETF
KWEB
$5.55B
$123K ﹤0.01%
4,335
-160
-4% -$5.3K
ALV icon
1277
Autoliv
ALV
$9.09B
$122K ﹤0.01%
1,594
– –
OGN icon
1278
Organon & Co
OGN
$3.56B
$122K ﹤0.01%
10,502
-781
-7% -$12K
EMXC icon
1279
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$122K ﹤0.01%
2,432
-1,055
-30% -$59.2K
PPLT
1280
abrdn Physical Platinum Shares ETF
PPLT
$1.89B
$122K ﹤0.01%
14,500
+10,500
+263% +$93K
AVDV icon
1281
Avantis International Small Cap Value ETF
AVDV
$19.1B
$121K ﹤0.01%
1,952
+1,286
+193% +$87.3K
EFG icon
1282
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$121K ﹤0.01%
1,343
-1,424
-51% -$145K
SLYV icon
1283
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.89B
$120K ﹤0.01%
1,791
– –
IOO icon
1284
iShares Global 100 ETF
IOO
$8.83B
$120K ﹤0.01%
1,409
+1
+0.1% +$101
BE icon
1285
Bloom Energy
BE
$61B
$120K ﹤0.01%
7,029
+1,639
+30% +$39.1K
CINF icon
1286
Cincinnati Financial
CINF
$26.8B
$120K ﹤0.01%
941
-266
-22% -$37.4K
RCAT icon
1287
Red Cat Holdings
RCAT
$1.12B
$119K ﹤0.01%
18,000
+8,000
+80% +$64.1K
SPB icon
1288
Spectrum Brands
SPB
$2.04B
$119K ﹤0.01%
2,020
+14
+0.7% +$1.1K
FCF icon
1289
First Commonwealth Financial
FCF
$2.18B
$119K ﹤0.01%
8,378
+280
+3% +$4.54K
HXL icon
1290
Hexcel
HXL
$7.76B
$119K ﹤0.01%
2,497
+43
+2% +$2.69K
SNCY
1291
DELISTED
Sun Country Airlines
SNCY
$119K ﹤0.01%
12,375
+1,950
+19% +$30.2K
EXAS
1292
DELISTED
Exact Sciences
EXAS
$119K ﹤0.01%
2,941
-416
-12% -$21.1K
PFFD icon
1293
Global X US Preferred ETF
PFFD
$2.15B
$118K ﹤0.01%
6,510
– –
RIV
1294
RiverNorth Opportunities Fund
RIV
$310M
$118K ﹤0.01%
11,300
– –
CFG icon
1295
Citizens Financial Group
CFG
$30.3B
$118K ﹤0.01%
3,421
+368
+12% +$16.4K
CUZ icon
1296
Cousins Properties
CUZ
$5.25B
$117K ﹤0.01%
4,651
+350
+8% +$10.5K
GNRC icon
1297
Generac Holdings
GNRC
$11.3B
$117K ﹤0.01%
1,146
+118
+11% +$16.9K
EME icon
1298
Emcor
EME
$35.7B
$116K ﹤0.01%
328
-216
-40% -$93.4K
DOCU
1299
DocuSign
DOCU
$10.4B
$116K ﹤0.01%
1,651
+430
+35% +$37.7K
NAMS icon
1300
NewAmsterdam Pharma
NAMS
$3.33B
$116K ﹤0.01%
7,640
– –
50 51
52
53 54

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FAF
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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.