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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
GSG icon
1826
iShares S&P GSCI Commodity-Indexed Trust
GSG
$996M
$30.3K ﹤0.01%
1,500
– –
MDYV icon
1827
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$30.2K ﹤0.01%
452
– –
BWIN
1828
Baldwin Insurance Group
BWIN
$2.73B
$30.1K ﹤0.01%
+783
New +$31.9K
ETHA
1829
iShares Ethereum Trust ETF
ETHA
$5.45B
$29.9K ﹤0.01%
2,700
+150
+6% +$2.99K
GMAB icon
1830
Genmab
GMAB
$17.7B
$29.9K ﹤0.01%
1,661
-70
-4% -$1.47K
KNX icon
1831
Knight Transportation
KNX
$11.4B
$29.9K ﹤0.01%
761
+43
+6% +$2.22K
BEAM icon
1832
Beam Therapeutics
BEAM
$2.65B
$29.8K ﹤0.01%
2,047
+66
+3% +$1.73K
ACHR icon
1833
Archer Aviation
ACHR
$3.57B
$29.8K ﹤0.01%
4,649
+2,600
+127% +$23.1K
UFPT icon
1834
UFP Technologies
UFPT
$1.97B
$29.8K ﹤0.01%
154
+79
+105% +$19.1K
NICE icon
1835
Nice
NICE
$5.83B
$29.7K ﹤0.01%
209
-855
-80% -$137K
YELP icon
1836
Yelp
YELP
$1.45B
$29.7K ﹤0.01%
904
+316
+54% +$11.9K
ETY icon
1837
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$29.5K ﹤0.01%
+2,412
New +$36.2K
AWI icon
1838
Armstrong World Industries
AWI
$7.33B
$29.5K ﹤0.01%
+234
New +$34.5K
ADPT icon
1839
Adaptive Biotechnologies
ADPT
$3.67B
$29.5K ﹤0.01%
3,845
– –
NTLA icon
1840
Intellia Therapeutics
NTLA
$1.51B
$29.3K ﹤0.01%
4,671
+60
+1% +$606
NJR icon
1841
New Jersey Resources
NJR
$5.85B
$29.3K ﹤0.01%
626
+2
+0.3% +$95
HIW icon
1842
Highwoods Properties
HIW
$3.66B
$29.2K ﹤0.01%
+1,152
New +$33.6K
OLN icon
1843
Olin
OLN
$2.07B
$29K ﹤0.01%
1,614
-538
-25% -$15.1K
BLV icon
1844
Vanguard Long-Term Bond ETF
BLV
$5.69B
$29K ﹤0.01%
427
– –
VITL icon
1845
Vital Farms
VITL
$546M
$28.9K ﹤0.01%
895
– –
ECC
1846
Eagle Point Credit Company
ECC
$509M
$28.9K ﹤0.01%
4,001
+1
+0% +$9
OZK icon
1847
Bank OZK
OZK
$5.59B
$28.9K ﹤0.01%
768
+484
+170% +$22.9K
ATI icon
1848
ATI
ATI
$25.8B
$28.8K ﹤0.01%
686
+16
+2% +$908
DOCS icon
1849
Doximity
DOCS
$3.78B
$28.7K ﹤0.01%
566
+101
+22% +$6.38K
PCH
1850
DELISTED
PotlatchDeltic
PCH
$28.7K ﹤0.01%
750
– –
72 73
74
75 76

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FAF
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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.