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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
ICHR icon
1651
Ichor Holdings
ICHR
$2.61B
$46.9K ﹤0.01%
2,812
+731
+35% +$21.6K
CWI icon
1652
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.79B
$46.9K ﹤0.01%
1,776
-599
-25% -$17.6K
RBLX icon
1653
Roblox
RBLX
$34.8B
$46.7K ﹤0.01%
911
-14
-2% -$880
CZR icon
1654
Caesars Entertainment
CZR
$6.03B
$46.5K ﹤0.01%
1,978
+941
+91% +$30.6K
ELME
1655
Elme Communities
ELME
$144M
$46.4K ﹤0.01%
3,158
+1,013
+47% +$16.3K
FDRR icon
1656
Fidelity Dividend ETF for Rising Rates
FDRR
$735M
$46K ﹤0.01%
1,046
– –
TKC icon
1657
Turkcell
TKC
$4.72B
$45.6K ﹤0.01%
7,850
– –
MAA icon
1658
Mid-America Apartment Communities
MAA
$15.5B
$45.6K ﹤0.01%
304
+155
+104% +$24.5K
HOG icon
1659
Harley-Davidson
HOG
$2.59B
$45.5K ﹤0.01%
2,186
-7
-0.3% -$187
NVG icon
1660
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
$45.4K ﹤0.01%
4,000
– –
XIFR
1661
XPLR Infrastructure LP
XIFR
$1.12B
$45.2K ﹤0.01%
5,681
-128,769
-96% -$1.46M
GUNR icon
1662
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.3B
$45K ﹤0.01%
1,334
-644
-33% -$24.6K
STRL icon
1663
Sterling Infrastructure
STRL
$17.8B
$45K ﹤0.01%
395
+154
+64% +$21.7K
FXL icon
1664
First Trust Technology AlphaDEX Fund
FXL
$2.5B
$44.9K ﹤0.01%
389
– –
FOX icon
1665
Fox Class B
FOX
$22B
$44.8K ﹤0.01%
1,023
+116
+13% +$5.76K
VRNA
1666
DELISTED
Verona Pharma
VRNA
$44.7K ﹤0.01%
+825
New +$49.3K
EFOR
1667
Everforth Inc
EFOR
$1.13B
$44.7K ﹤0.01%
786
+18
+2% +$1.39K
SPSC icon
1668
SPS Commerce
SPSC
$2.42B
$44.6K ﹤0.01%
367
-71
-16% -$11.2K
PPT
1669
Franklin Premier Income Trust
PPT
$323M
$44.5K ﹤0.01%
12,688
+165
+1% +$592
ZTR
1670
Virtus Total Return Fund
ZTR
$342M
$44.3K ﹤0.01%
8,315
– –
CGGR icon
1671
Capital Group Growth ETF
CGGR
$23.7B
$44.3K ﹤0.01%
1,450
-500
-26% -$18.7K
JBHT icon
1672
JB Hunt Transport Services
JBHT
$25.3B
$44.1K ﹤0.01%
341
-174
-34% -$28.6K
MBC icon
1673
MasterBrand
MBC
$1.04B
$44.1K ﹤0.01%
3,959
+205
+5% +$3.12K
PTLO icon
1674
Portillo's
PTLO
$334M
$43.6K ﹤0.01%
4,141
-34
-0.8% -$442
BF.A icon
1675
Brown-Forman Class A
BF.A
$13.4B
$43.2K ﹤0.01%
1,379
-490
-26% -$16.4K
65 66
67
68 69

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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.