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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
INFA
1401
DELISTED
Informatica
INFA
$90.5K ﹤0.01%
+5,708
New +$125K
APA icon
1402
APA Corp
APA
$12.8B
$90.4K ﹤0.01%
6,445
-3,034
-32% -$66.7K
IVT icon
1403
InvenTrust Properties
IVT
$2.74B
$90.2K ﹤0.01%
3,475
-224
-6% -$6.6K
CPRX
1404
DELISTED
Catalyst Pharmaceutical
CPRX
$90K ﹤0.01%
4,204
+202
+5% +$4.55K
SCHK icon
1405
Schwab 1000 Index ETF
SCHK
$5.68B
$88.3K ﹤0.01%
3,700
+3,048
+467% +$86.6K
BSCP
1406
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$88K ﹤0.01%
4,256
– –
EPAC icon
1407
Enerpac Tool Group
EPAC
$1.86B
$87.9K ﹤0.01%
2,347
-558
-19% -$24.8K
OTEX icon
1408
Open Text
OTEX
$6.15B
$87.6K ﹤0.01%
3,762
– –
ROCK icon
1409
Gibraltar Industries
ROCK
$1.27B
$87.2K ﹤0.01%
1,698
-2
-0.1% -$124
FOXA icon
1410
Fox Class A
FOXA
$24.7B
$86.7K ﹤0.01%
1,828
+1,159
+173% +$61.3K
RKLB icon
1411
Rocket Lab Corp
RKLB
$40.4B
$86.3K ﹤0.01%
5,026
+347
+7% +$8.31K
CPT icon
1412
Camden Property Trust
CPT
$11.2B
$86.2K ﹤0.01%
809
+134
+20% +$15.8K
FBND icon
1413
Fidelity Total Bond ETF
FBND
$27B
$85.5K ﹤0.01%
1,899
+1,419
+296% +$64.3K
IGM icon
1414
iShares Expanded Tech Sector ETF
IGM
$10B
$85.2K ﹤0.01%
1,068
– –
BL icon
1415
BlackLine
BL
$1.8B
$84.6K ﹤0.01%
2,001
-43
-2% -$2.35K
ZM icon
1416
Zoom
ZM
$27.1B
$84.5K ﹤0.01%
1,267
+517
+69% +$41.2K
CLOI icon
1417
VanEck CLO ETF
CLOI
$1.49B
$84K ﹤0.01%
1,625
+8
+0.5% +$424
Z icon
1418
Zillow
Z
$7.71B
$83.9K ﹤0.01%
1,378
+8
+0.6% +$611
AVTR icon
1419
Avantor
AVTR
$9.37B
$83.3K ﹤0.01%
5,833
-640,383
-99% -$12.1M
BNS icon
1420
Scotiabank
BNS
$107B
$83.3K ﹤0.01%
1,867
-501
-21% -$25.1K
CGUS icon
1421
Capital Group Core Equity ETF
CGUS
$11.2B
$82.9K ﹤0.01%
2,770
– –
RWAY icon
1422
Runway Growth Finance
RWAY
$234M
$82.8K ﹤0.01%
9,581
– –
DSU icon
1423
BlackRock Debt Strategies Fund
DSU
$591M
$82.5K ﹤0.01%
8,599
-1,759
-17% -$18.8K
POWL icon
1424
Powell Industries
POWL
$7.63B
$82.5K ﹤0.01%
1,512
+1,086
+255% +$75.7K
ITT icon
1425
ITT
ITT
$17.3B
$82.2K ﹤0.01%
730
-187
-20% -$26.6K
55 56
57
58 59

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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.