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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
MDU icon
1801
MDU Resources
MDU
$4.18B
$31.7K ﹤0.01%
2,030
+30
+2% +$518
MEGI
1802
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$798M
$31.6K ﹤0.01%
2,700
– –
TGTX icon
1803
TG Therapeutics
TGTX
$7.97B
$31.6K ﹤0.01%
889
-300
-25% -$10.1K
MARA icon
1804
Marathon Digital Holdings
MARA
$4.33B
$31.6K ﹤0.01%
3,000
-500
-14% -$7.95K
IBP icon
1805
Installed Building Products
IBP
$6.06B
$31.5K ﹤0.01%
200
+55
+38% +$9.92K
JHG
1806
DELISTED
Janus Henderson
JHG
$31.5K ﹤0.01%
1,068
+926
+652% +$38.2K
YETI icon
1807
Yeti Holdings
YETI
$3.76B
$31.4K ﹤0.01%
+1,158
New +$41.9K
QRVO icon
1808
Qorvo
QRVO
$7.93B
$31.4K ﹤0.01%
618
+280
+83% +$21.3K
CC icon
1809
Chemours
CC
$2.49B
$31.4K ﹤0.01%
3,277
-14
-0.4% -$233
TTC icon
1810
Toro Company
TTC
$8.76B
$31.4K ﹤0.01%
494
-53
-10% -$4.19K
SMFG icon
1811
Sumitomo Mitsui Financial
SMFG
$165B
$31.3K ﹤0.01%
2,558
+674
+36% +$10.3K
GAP
1812
The Gap Inc
GAP
$7.23B
$31.3K ﹤0.01%
1,772
+943
+114% +$21.2K
PSI icon
1813
Invesco Semiconductors ETF
PSI
$2.31B
$31.2K ﹤0.01%
795
– –
VIRT icon
1814
Virtu Financial
VIRT
$5.15B
$31.1K ﹤0.01%
948
+158
+20% +$5.88K
IBOC icon
1815
International Bancshares
IBOC
$4.73B
$31.1K ﹤0.01%
551
-10
-2% -$646
SIGI icon
1816
Selective Insurance
SIGI
$5.67B
$31K ﹤0.01%
373
-21
-5% -$1.84K
BXP icon
1817
Boston Properties
BXP
$11.3B
$30.9K ﹤0.01%
543
+114
+27% +$8K
APLE icon
1818
Apple Hospitality REIT
APLE
$3.89B
$30.7K ﹤0.01%
2,882
-578
-17% -$8.45K
BCAL icon
1819
Southern California Bancorp
BCAL
$685M
$30.7K ﹤0.01%
2,504
– –
RCS
1820
PIMCO Strategic Income Fund
RCS
$244M
$30.7K ﹤0.01%
5,313
– –
AZTA icon
1821
Azenta
AZTA
$1.3B
$30.6K ﹤0.01%
1,152
+987
+598% +$45.4K
NDMO icon
1822
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$602M
$30.6K ﹤0.01%
+3,200
New +$33.2K
EZU icon
1823
iShare MSCI Eurozone ETF
EZU
$9.61B
$30.5K ﹤0.01%
641
– –
TRIN icon
1824
Trinity Capital Inc.
TRIN
$1.56B
$30.5K ﹤0.01%
2,253
– –
AFG icon
1825
American Financial Group
AFG
$11.7B
$30.3K ﹤0.01%
259
+59
+30% +$7.62K
71 72
73
74 75

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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.