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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
USHY icon
1501
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$69.9K ﹤0.01%
1,981
-2,682
-58% -$99.5K
HEI.A icon
1502
HEICO Corp Class A
HEI.A
$35.8B
$69.9K ﹤0.01%
367
-214
-37% -$41.5K
MOS icon
1503
The Mosaic Company
MOS
$7.24B
$69.8K ﹤0.01%
3,066
+832
+37% +$22K
UBS icon
1504
UBS Group
UBS
$175B
$69.7K ﹤0.01%
2,669
+527
+25% +$17.6K
LAES icon
1505
SEALSQ Corp
LAES
$526M
$69.6K ﹤0.01%
+30,000
New +$112K
FR icon
1506
First Industrial Realty Trust
FR
$8.75B
$69K ﹤0.01%
1,601
+601
+60% +$32.5K
KYN icon
1507
Kayne Anderson Energy Infrastructure Fund
KYN
$2.45B
$68.9K ﹤0.01%
6,570
+304
+5% +$3.92K
MEDP icon
1508
Medpace
MEDP
$16.1B
$68.8K ﹤0.01%
248
+132
+114% +$44.4K
CIVI
1509
DELISTED
Civitas Resources
CIVI
$68.7K ﹤0.01%
2,827
-949
-25% -$42K
IEI icon
1510
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$68.7K ﹤0.01%
581
+24
+4% +$2.79K
CELH icon
1511
Celsius Holdings
CELH
$7.5B
$68.6K ﹤0.01%
2,025
+827
+69% +$22.5K
VCLT icon
1512
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$68.6K ﹤0.01%
950
+13
+1% +$981
XAR icon
1513
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.88B
$68.4K ﹤0.01%
464
+8
+2% +$1.34K
JNPR
1514
DELISTED
Juniper Networks
JNPR
$68.4K ﹤0.01%
2,015
+423
+27% +$15.5K
HAL icon
1515
Halliburton
HAL
$26.4B
$68K ﹤0.01%
3,532
-4,533
-56% -$119K
GOF icon
1516
Guggenheim Strategic Opportunities Fund
GOF
$2.23B
$68K ﹤0.01%
4,825
– –
TKO icon
1517
TKO Group
TKO
$13.8B
$68K ﹤0.01%
489
+425
+664% +$64.9K
CHH icon
1518
Choice Hotels
CHH
$5.08B
$67.4K ﹤0.01%
574
+204
+55% +$29.1K
USA icon
1519
Liberty All-Star Equity Fund
USA
$1.79B
$67.3K ﹤0.01%
11,325
– –
ETSY icon
1520
Etsy
ETSY
$7.89B
$67.2K ﹤0.01%
1,646
-50,798
-97% -$2.6M
PTNQ icon
1521
Pacer Trendpilot 100 ETF
PTNQ
$1.2B
$67.2K ﹤0.01%
1,000
– –
MUNI icon
1522
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.06B
$66.9K ﹤0.01%
1,328
-98
-7% -$5.08K
EBND icon
1523
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$66.9K ﹤0.01%
3,417
+3,239
+1,820% +$64.8K
NYT icon
1524
New York Times
NYT
$12.3B
$66.9K ﹤0.01%
1,474
-239
-14% -$12K
LLYVA icon
1525
Liberty Live Group Series A
LLYVA
$9.39B
$66.8K ﹤0.01%
1,086
+83
+8% +$5.79K
59 60
61
62 63

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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.