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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
PFS icon
1851
Provident Financial Services
PFS
$3.2B
$28.6K ﹤0.01%
1,910
– –
LUNG icon
1852
Pulmonx
LUNG
$75.6M
$28.6K ﹤0.01%
5,000
– –
VLUE icon
1853
iShares MSCI USA Value Factor ETF
VLUE
$9.24B
$28.5K ﹤0.01%
305
– –
VCYT icon
1854
Veracyte
VCYT
$3.74B
$28.5K ﹤0.01%
986
+50
+5% +$1.91K
SLRC icon
1855
SLR Investment Corp
SLRC
$683M
$28.4K ﹤0.01%
2,001
+1
+0.1% +$17
MIO
1856
DELISTED
Pioneer Municipal High Income Opportunities Fund
MIO
$28.4K ﹤0.01%
+2,500
New +$30.1K
TMF icon
1857
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.14B
$28.3K ﹤0.01%
700
+4
+0.6% +$168
EBC icon
1858
Eastern Bankshares
EBC
$5.24B
$28.3K ﹤0.01%
1,983
– –
ESPO icon
1859
VanEck Video Gaming and eSports ETF
ESPO
$244M
$28.3K ﹤0.01%
354
+109
+44% +$9.67K
PZZA icon
1860
Papa John's
PZZA
$986M
$28.3K ﹤0.01%
880
+80
+10% +$3.42K
MIDD icon
1861
Middleby
MIDD
$6.06B
$28.3K ﹤0.01%
226
-82
-27% -$12.9K
MBWM icon
1862
Mercantile Bank Corp
MBWM
$1.04B
$28.2K ﹤0.01%
+713
New +$33.1K
NCNO icon
1863
nCino
NCNO
$2.03B
$28.1K ﹤0.01%
1,275
+115
+10% +$3.64K
BATRA icon
1864
Atlanta Braves Holdings Series A
BATRA
$3.49B
$28K ﹤0.01%
703
– –
CSWC icon
1865
Capital Southwest
CSWC
$1.46B
$27.9K ﹤0.01%
1,552
-338
-18% -$7.63K
SOC icon
1866
Sable Offshore Corp
SOC
$985M
$27.9K ﹤0.01%
+1,681
New +$43K
AXTA icon
1867
Axalta
AXTA
$7.66B
$27.9K ﹤0.01%
978
+748
+325% +$26.6K
AMRC icon
1868
Ameresco
AMRC
$1.12B
$27.8K ﹤0.01%
3,000
– –
LTH icon
1869
Life Time Group Holdings
LTH
$10.1B
$27.7K ﹤0.01%
+1,000
New +$29.4K
FLNG icon
1870
FLEX LNG
FLNG
$1.69B
$27.6K ﹤0.01%
1,368
– –
UNG icon
1871
United States Natural Gas Fund
UNG
$454M
$27.6K ﹤0.01%
1,510
-170
-10% -$3.35K
VCEL icon
1872
Vericel Corp
VCEL
$2.36B
$27.6K ﹤0.01%
715
– –
XERS icon
1873
Xeris Biopharma Holdings
XERS
$1.4B
$27.5K ﹤0.01%
6,664
– –
CCJ icon
1874
Cameco
CCJ
$38.1B
$27.5K ﹤0.01%
749
-24
-3% -$1.13K
SPHR icon
1875
Sphere Entertainment
SPHR
$5.29B
$27.5K ﹤0.01%
1,056
+19
+2% +$772
73 74
75
76 77

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CWM
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VRS
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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.