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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
PI icon
1551
Impinj
PI
$4.49B
$62.5K ﹤0.01%
1,000
– –
VFC icon
1552
VF Corp
VFC
$5.87B
$62.4K ﹤0.01%
6,410
-38
-0.6% -$842
CRSP icon
1553
CRISPR Therapeutics
CRSP
$4.77B
$62.4K ﹤0.01%
1,995
+650
+48% +$27.6K
FUN icon
1554
Cedar Fair
FUN
$1.81B
$62.2K ﹤0.01%
2,200
– –
XSOE icon
1555
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$61.9K ﹤0.01%
2,272
+172
+8% +$5.34K
EXG icon
1556
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.97B
$61.9K ﹤0.01%
8,608
+105
+1% +$879
VSEC icon
1557
VSE Corp
VSEC
$5.37B
$61.8K ﹤0.01%
580
+30
+5% +$3.22K
AOR icon
1558
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$61.8K ﹤0.01%
1,158
-32
-3% -$1.86K
EVR icon
1559
Evercore
EVR
$12.1B
$61.7K ﹤0.01%
377
+65
+21% +$16.2K
FNDC icon
1560
Schwab Fundamental International Small Company Index ETF
FNDC
$3.07B
$61.3K ﹤0.01%
1,860
+1,127
+154% +$40.2K
QQEW icon
1561
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.73B
$61K ﹤0.01%
571
– –
RGLD icon
1562
Royal Gold
RGLD
$17.2B
$60.9K ﹤0.01%
392
-419
-52% -$61.5K
SUI icon
1563
Sun Communities
SUI
$15.3B
$60.9K ﹤0.01%
531
-60
-10% -$7.67K
NNN icon
1564
NNN REIT
NNN
$9.16B
$60.8K ﹤0.01%
1,618
+572
+55% +$23.3K
AGZ icon
1565
iShares Agency Bond ETF
AGZ
$559M
$60.6K ﹤0.01%
555
– –
UP icon
1566
Wheels Up
UP
$217M
$60.3K ﹤0.01%
3,751
– –
ENPH icon
1567
Enphase Energy
ENPH
$4.94B
$60.2K ﹤0.01%
1,216
-1,967
-62% -$124K
MOH icon
1568
Molina Healthcare
MOH
$10.2B
$60.2K ﹤0.01%
182
+158
+658% +$47.7K
IAI icon
1569
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$59.8K ﹤0.01%
490
+73
+18% +$10.9K
JELD icon
1570
JELD-WEN Holding
JELD
$117M
$59.6K ﹤0.01%
11,668
+4,495
+63% +$33.4K
GNMA icon
1571
iShares GNMA Bond ETF
GNMA
$422M
$59.5K ﹤0.01%
1,370
– –
CYTK icon
1572
Cytokinetics
CYTK
$10.9B
$59K ﹤0.01%
1,708
+55
+3% +$2.53K
NRG icon
1573
NRG Energy
NRG
$28.3B
$59K ﹤0.01%
687
+166
+32% +$16.8K
EXEL icon
1574
Exelixis
EXEL
$14.1B
$58.8K ﹤0.01%
1,724
+1,442
+511% +$51.4K
PPA icon
1575
Invesco Aerospace & Defense ETF
PPA
$8.15B
$58.8K ﹤0.01%
554
-85
-13% -$10K
61 62
63
64 65

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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.