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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
IBDS icon
1576
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$58.7K ﹤0.01%
2,446
+5
+0.2% +$120
BRSP
1577
BrightSpire Capital
BRSP
$631M
$58.6K ﹤0.01%
12,907
+11,707
+976% +$68.4K
EPRT icon
1578
Essential Properties Realty Trust
EPRT
$6.76B
$58.5K ﹤0.01%
2,056
+56
+3% +$1.78K
TECS icon
1579
Direxion Daily Technology Bear 3x ETF
TECS
$69.3M
$58.5K ﹤0.01%
+64
New +$32.4K
INO icon
1580
Inovio Pharmaceuticals
INO
$54M
$58.4K ﹤0.01%
+40,000
New +$80.3K
VOTE icon
1581
TCW Transform 500 ETF
VOTE
$1.09B
$58.2K ﹤0.01%
1,000
-488
-33% -$33.7K
DORM icon
1582
Dorman Products
DORM
$3.98B
$58.2K ﹤0.01%
516
+239
+86% +$30.5K
WDFC icon
1583
WD-40
WDFC
$3.06B
$58.1K ﹤0.01%
266
-453
-63% -$107K
BRBR icon
1584
BellRing Brands
BRBR
$1.53B
$57.8K ﹤0.01%
829
+362
+78% +$26.6K
TWN
1585
Taiwan Fund
TWN
$462M
$57.7K ﹤0.01%
2,085
– –
BBJP icon
1586
JPMorgan BetaBuilders Japan ETF
BBJP
$17.7B
$57.5K ﹤0.01%
1,140
-37
-3% -$2.08K
DJP icon
1587
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
$57.4K ﹤0.01%
1,809
– –
DAKT icon
1588
Daktronics
DAKT
$941M
$57.4K ﹤0.01%
+5,077
New +$76.6K
ASH icon
1589
Ashland
ASH
$3.33B
$56.6K ﹤0.01%
1,216
-978
-45% -$62.3K
SPAB icon
1590
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$56.5K ﹤0.01%
2,239
– –
XNTK icon
1591
State Street SPDR NYSE Technology ETF
XNTK
$2.05B
$56.4K ﹤0.01%
343
– –
UTF icon
1592
Cohen & Steers Infrastructure Fund
UTF
$3.11B
$56.3K ﹤0.01%
2,489
+538
+28% +$13.2K
WTM icon
1593
White Mountains Insurance
WTM
$5.25B
$56.3K ﹤0.01%
33
-1
-3% -$1.88K
BAB icon
1594
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$56.2K ﹤0.01%
2,155
– –
SAMT icon
1595
Strategas Macro Thematic Opportunities ETF
SAMT
$853M
$56K ﹤0.01%
2,070
– –
CQP icon
1596
Cheniere Energy
CQP
$31.5B
$55.9K ﹤0.01%
1,000
-162,892
-99% -$10.1M
RXST icon
1597
RxSight
RXST
$252M
$55.8K ﹤0.01%
3,720
-5,943
-62% -$177K
HUBG icon
1598
HUB Group
HUBG
$2.78B
$55.5K ﹤0.01%
1,741
-701
-29% -$29.2K
COLD icon
1599
Americold
COLD
$4.13B
$55.5K ﹤0.01%
3,171
+129
+4% +$2.8K
NOVT icon
1600
Novanta
NOVT
$4.95B
$55.2K ﹤0.01%
538
+396
+279% +$56.9K
62 63
64
65 66

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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.