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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
REG icon
1676
Regency Centers
REG
$14.7B
$43.2K ﹤0.01%
659
-278
-30% -$20.2K
COLM icon
1677
Columbia Sportswear
COLM
$3.07B
$43.1K ﹤0.01%
707
-35
-5% -$2.92K
OXY.WS icon
1678
Occidental Petroleum Corp Warrants
OXY.WS
$32.3B
$43.1K ﹤0.01%
2,638
-536
-17% -$14.5K
EXLS icon
1679
EXL Service
EXLS
$5.15B
$42.7K ﹤0.01%
1,020
+69
+7% +$3.32K
ELTX icon
1680
Elicio Therapeutics
ELTX
$75.4M
$42.6K ﹤0.01%
7,000
– –
JD icon
1681
JD.com
JD
$44B
$42.5K ﹤0.01%
1,286
+222
+21% +$8.91K
HST icon
1682
Host Hotels & Resorts
HST
$17.3B
$42.5K ﹤0.01%
3,343
+1,562
+88% +$25.3K
HRTG icon
1683
Heritage Insurance Holdings
HRTG
$895M
$42.4K ﹤0.01%
2,870
– –
OKTA icon
1684
Okta
OKTA
$24.9B
$42.3K ﹤0.01%
463
-61,946
-99% -$6.05M
GEOS icon
1685
Geospace Technologies
GEOS
$93.9M
$42.1K ﹤0.01%
7,000
-1,500
-18% -$12.9K
KVYO icon
1686
Klaviyo
KVYO
$5.58B
$41.9K ﹤0.01%
1,610
-142
-8% -$5.73K
MHO icon
1687
M/I Homes
MHO
$3.81B
$41.8K ﹤0.01%
401
-13
-3% -$1.59K
SMG icon
1688
ScottsMiracle-Gro
SMG
$3.97B
$41.8K ﹤0.01%
867
-130
-13% -$8.4K
BATRK icon
1689
Atlanta Braves Holdings Series B
BATRK
$3.24B
$41.7K ﹤0.01%
1,155
-1
-0.1% -$39
HIMS icon
1690
Hims & Hers Health
HIMS
$6.4B
$41.7K ﹤0.01%
1,597
-21
-1% -$780
JLL icon
1691
Jones Lang LaSalle
JLL
$16.7B
$41.6K ﹤0.01%
200
-50
-20% -$13.2K
KT icon
1692
KT
KT
$8.63B
$41.6K ﹤0.01%
2,489
+291
+13% +$5.02K
ESGD icon
1693
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
$41.4K ﹤0.01%
567
– –
NLY icon
1694
Annaly Capital Management
NLY
$17.1B
$41.4K ﹤0.01%
2,318
-1,514
-40% -$31.2K
LVS icon
1695
Las Vegas Sands
LVS
$32.1B
$41.4K ﹤0.01%
1,347
-427
-24% -$18.9K
POWR
1696
iShares U.S. Power Infrastructure ETF
POWR
$439M
$41.1K ﹤0.01%
2,000
– –
TSLX icon
1697
Sixth Street Specialty
TSLX
$1.64B
$41.1K ﹤0.01%
2,144
– –
CRVL icon
1698
CorVel
CRVL
$3.05B
$41K ﹤0.01%
381
-99
-21% -$11.1K
TAP icon
1699
Molson Coors Class B
TAP
$7.74B
$41K ﹤0.01%
701
+309
+79% +$17.8K
KNF icon
1700
Knife River
KNF
$4.1B
$41K ﹤0.01%
500
– –
66 67
68
69 70

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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.