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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
EVLV icon
1526
Evolv Technologies
EVLV
$986M
$66.7K ﹤0.01%
22,233
– –
JPC icon
1527
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$66.6K ﹤0.01%
9,344
-624
-6% -$4.98K
DLB icon
1528
Dolby
DLB
$4.9B
$66.6K ﹤0.01%
960
-421
-30% -$34.3K
CG icon
1529
Carlyle Group
CG
$16.3B
$66.5K ﹤0.01%
1,877
+27
+1% +$1.34K
VEGN icon
1530
US Vegan Climate ETF
VEGN
$178M
$66.4K ﹤0.01%
1,500
– –
EWW icon
1531
iShares MSCI Mexico ETF
EWW
$1.93B
$65.9K ﹤0.01%
1,371
-624
-31% -$31.5K
VNOM icon
1532
Viper Energy
VNOM
$8.48B
$65.9K ﹤0.01%
1,800
+700
+64% +$33K
DTD icon
1533
WisdomTree US Total Dividend Fund
DTD
$1.64B
$65.8K ﹤0.01%
962
– –
TXT icon
1534
Textron
TXT
$15B
$65.7K ﹤0.01%
1,078
+147
+16% +$11K
BECN
1535
DELISTED
Beacon Roofing Supply, Inc.
BECN
$65.7K ﹤0.01%
540
-8,114
-94% -$945K
BWA icon
1536
BorgWarner
BWA
$13.2B
$65.5K ﹤0.01%
2,638
+416
+19% +$12.6K
EGP icon
1537
EastGroup Properties
EGP
$11.3B
$65.5K ﹤0.01%
+451
New +$78.5K
PFLT icon
1538
PennantPark Floating Rate Capital
PFLT
$696M
$65.4K ﹤0.01%
7,122
+1,926
+37% +$21.5K
LEA icon
1539
Lear
LEA
$7.33B
$65K ﹤0.01%
864
-331
-28% -$31.4K
CE icon
1540
Celanese
CE
$4.91B
$64.5K ﹤0.01%
1,721
-1,338
-44% -$83.6K
DBMF icon
1541
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.97B
$64.5K ﹤0.01%
2,621
+729
+39% +$19K
MGM icon
1542
MGM Resorts International
MGM
$11.7B
$64.4K ﹤0.01%
2,497
-5,729
-70% -$192K
LSCC icon
1543
Lattice Semiconductor
LSCC
$17.7B
$64.3K ﹤0.01%
1,700
+106
+7% +$6.31K
CRUS icon
1544
Cirrus Logic
CRUS
$6.65B
$64.2K ﹤0.01%
829
+529
+176% +$54.5K
VNQI icon
1545
Vanguard Global ex-US Real Estate ETF
VNQI
$3.56B
$63.8K ﹤0.01%
1,689
+596
+55% +$24K
FXH icon
1546
First Trust Health Care AlphaDEX Fund
FXH
$1.04B
$63.7K ﹤0.01%
680
– –
BCS icon
1547
Barclays
BCS
$93.4B
$63.5K ﹤0.01%
5,006
-2,317
-32% -$34.7K
CORZW icon
1548
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.48B
$63.4K ﹤0.01%
+25,000
New +$153K
VMI icon
1549
Valmont Industries
VMI
$9.2B
$63.3K ﹤0.01%
239
+145
+154% +$47.3K
SPSB icon
1550
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$63.2K ﹤0.01%
2,116
+159
+8% +$4.76K
60 61
62
63 64

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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.