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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
NWS icon
1751
News Corp Class B
NWS
$16.9B
$36.5K ﹤0.01%
1,324
+1,030
+350% +$32.6K
GLTR icon
1752
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
$36.4K ﹤0.01%
302
+26
+9% +$3.12K
ONTO icon
1753
Onto Innovation
ONTO
$12.7B
$36.4K ﹤0.01%
345
+8
+2% +$1.35K
PLYM
1754
DELISTED
Plymouth Industrial REIT
PLYM
$36.4K ﹤0.01%
2,701
– –
SUSB icon
1755
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.3B
$36.3K ﹤0.01%
1,470
– –
SARK icon
1756
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$44.9M
$36.2K ﹤0.01%
+550
New +$21.9K
HAE icon
1757
Haemonetics
HAE
$3.81B
$36.2K ﹤0.01%
646
+144
+29% +$9.79K
PBH icon
1758
Prestige Consumer Healthcare
PBH
$2.36B
$36.2K ﹤0.01%
453
-10
-2% -$820
WYNN icon
1759
Wynn Resorts
WYNN
$10.2B
$36.1K ﹤0.01%
546
+203
+59% +$17.3K
SPGP icon
1760
Invesco S&P 500 GARP ETF
SPGP
$2.24B
$35.7K ﹤0.01%
415
-163
-28% -$17.2K
NNE
1761
Nano Nuclear Energy
NNE
$865M
$35.6K ﹤0.01%
1,575
+1,500
+2,000% +$45.8K
NTSX icon
1762
WisdomTree US Efficient Core Fund
NTSX
$1.34B
$35.6K ﹤0.01%
+874
New +$41.3K
CSHI icon
1763
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.52B
$35.2K ﹤0.01%
720
– –
JUST icon
1764
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$556M
$35.2K ﹤0.01%
500
– –
FLSP icon
1765
Franklin Systematic Style Premia ETF
FLSP
$1.03B
$35.1K ﹤0.01%
1,461
– –
FRME icon
1766
First Merchants
FRME
$2.66B
$35K ﹤0.01%
994
– –
SLGN icon
1767
Silgan Holdings
SLGN
$4.23B
$35K ﹤0.01%
770
-202
-21% -$10.6K
JOBY icon
1768
Joby Aviation
JOBY
$6.92B
$35K ﹤0.01%
6,560
-500
-7% -$3.74K
FSV icon
1769
FirstService
FSV
$6.55B
$34.8K ﹤0.01%
219
– –
QLYS icon
1770
Qualys
QLYS
$4.95B
$34.7K ﹤0.01%
301
-21
-7% -$2.84K
OR icon
1771
OR Royalties Inc
OR
$5.57B
$34.6K ﹤0.01%
+1,800
New +$34.6K
SMPL icon
1772
Simply Good Foods
SMPL
$898M
$34.5K ﹤0.01%
1,040
-20
-2% -$724
STEW
1773
SRH Total Return Fund
STEW
$1.79B
$34.5K ﹤0.01%
2,200
– –
MASI
1774
DELISTED
Masimo
MASI
$34.4K ﹤0.01%
237
+197
+493% +$34.2K
LSTR icon
1775
Landstar System
LSTR
$5.81B
$34.3K ﹤0.01%
261
-4
-2% -$645
69 70
71
72 73

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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.