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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
CLMT icon
1326
Calumet Specialty Products
CLMT
$3.81B
$108K ﹤0.01%
12,000
– –
ARQT icon
1327
Arcutis Biotherapeutics
ARQT
$3.5B
$108K ﹤0.01%
8,107
+325
+4% +$4.58K
ARCB icon
1328
ArcBest
ARCB
$3.17B
$108K ﹤0.01%
1,805
-811
-31% -$70.3K
EXPE icon
1329
Expedia Group
EXPE
$35.2B
$107K ﹤0.01%
785
-201
-20% -$36.6K
LUCK
1330
Lucky Strike Entertainment
LUCK
$959M
$107K ﹤0.01%
13,500
-23,000
-63% -$241K
NAC icon
1331
Nuveen California Quality Municipal Income Fund
NAC
$1.84B
$107K ﹤0.01%
10,000
– –
BF.B icon
1332
Brown-Forman Class B
BF.B
$13.2B
$106K ﹤0.01%
3,376
+755
+29% +$25.4K
SM icon
1333
SM Energy
SM
$7.58B
$106K ﹤0.01%
5,195
-1,628
-24% -$58.4K
CVE icon
1334
Cenovus Energy
CVE
$56.5B
$106K ﹤0.01%
9,909
-2,082
-17% -$30K
SCS
1335
DELISTED
Steelcase
SCS
$105K ﹤0.01%
10,770
-4,900
-31% -$56.5K
ARGX icon
1336
argenx
ARGX
$54.6B
$105K ﹤0.01%
191
+78
+69% +$49.2K
BMI icon
1337
Badger Meter
BMI
$3.78B
$104K ﹤0.01%
611
– –
CHE icon
1338
Chemed
CHE
$7.1B
$104K ﹤0.01%
182
-3
-2% -$1.71K
GDXJ icon
1339
VanEck Junior Gold Miners ETF
GDXJ
$7.15B
$104K ﹤0.01%
2,051
+1
+0% +$50
HRI icon
1340
Herc Holdings
HRI
$4.88B
$103K ﹤0.01%
915
-1,939
-68% -$330K
TYG
1341
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$103K ﹤0.01%
2,907
+1,905
+190% +$84.2K
BG icon
1342
Bunge Global
BG
$20.4B
$102K ﹤0.01%
1,474
+902
+158% +$67.5K
XPH icon
1343
State Street SPDR S&P Pharmaceuticals ETF
XPH
$488M
$102K ﹤0.01%
2,780
– –
PARA
1344
DELISTED
Paramount Global Class B
PARA
$102K ﹤0.01%
9,578
+5,808
+154% +$64.9K
EMN icon
1345
Eastman Chemical
EMN
$8.01B
$102K ﹤0.01%
1,401
+55
+4% +$5.19K
AVNT icon
1346
Avient
AVNT
$3.36B
$102K ﹤0.01%
3,518
-726
-17% -$30K
ILCB icon
1347
iShares Morningstar US Equity ETF
ILCB
$1.26B
$102K ﹤0.01%
1,480
– –
AWRE icon
1348
Aware
AWRE
$24.9M
$102K ﹤0.01%
70,000
– –
COCH icon
1349
Envoy Medical
COCH
$51.3M
$101K ﹤0.01%
77,887
+34,705
+80% +$50.9K
CAG icon
1350
Conagra Brands
CAG
$7.19B
$101K ﹤0.01%
4,051
-589
-13% -$15.2K
52 53
54
55 56

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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.