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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
POWI icon
1901
Power Integrations
POWI
$3.38B
$26K ﹤0.01%
617
-374
-38% -$22.4K
VICR icon
1902
Vicor
VICR
$9.56B
$26K ﹤0.01%
600
– –
NBIS
1903
Nebius Group N.V.
NBIS
$48.3B
$25.9K ﹤0.01%
1,293
+140
+12% +$4.61K
THRO
1904
iShares U.S. Thematic Rotation Active ETF
THRO
$6.43B
$25.8K ﹤0.01%
901
– –
WTAI icon
1905
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$587M
$25.8K ﹤0.01%
1,555
-635
-29% -$14K
TDIV icon
1906
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.18B
$25.8K ﹤0.01%
400
– –
BXMT icon
1907
Blackstone Mortgage Trust
BXMT
$2.45B
$25.8K ﹤0.01%
1,500
– –
VOOV icon
1908
Vanguard S&P 500 Value ETF
VOOV
$6.59B
$25.5K ﹤0.01%
157
+4
+3% +$748
SRPT icon
1909
Sarepta Therapeutics
SRPT
$1.57B
$25.5K ﹤0.01%
518
+5
+1% +$526
TPVG icon
1910
TriplePoint Venture Growth BDC
TPVG
$184M
$25.5K ﹤0.01%
4,431
+1
+0% +$8
LIVN icon
1911
LivaNova
LIVN
$4.4B
$25.4K ﹤0.01%
749
-13
-2% -$583
KTOS icon
1912
Kratos Defense & Security Solutions
KTOS
$8.74B
$25.2K ﹤0.01%
873
+469
+116% +$14.2K
KTB icon
1913
Kontoor Brands
KTB
$4.63B
$25.1K ﹤0.01%
481
– –
ICUI icon
1914
ICU Medical
ICUI
$4.21B
$25.1K ﹤0.01%
187
+10
+6% +$1.55K
CNS icon
1915
Cohen & Steers
CNS
$4.23B
$25K ﹤0.01%
356
– –
VRNS icon
1916
Varonis Systems
VRNS
$4.59B
$24.9K ﹤0.01%
657
-14
-2% -$602
ST icon
1917
Sensata Technologies
ST
$6.74B
$24.8K ﹤0.01%
1,403
+1,351
+2,598% +$37.4K
BNTX icon
1918
BioNTech
BNTX
$22.9B
$24.8K ﹤0.01%
286
– –
BCE icon
1919
BCE
BCE
$20.2B
$24.7K ﹤0.01%
1,184
-194
-14% -$4.56K
GGAL icon
1920
Galicia Financial Group
GGAL
$7.99B
$24.7K ﹤0.01%
540
– –
ETO
1921
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$507M
$24.4K ﹤0.01%
1,137
– –
ETNB
1922
DELISTED
89bio
ETNB
$24.1K ﹤0.01%
+5,000
New +$43.7K
VONV icon
1923
Vanguard Russell 1000 Value ETF
VONV
$20.7B
$24.1K ﹤0.01%
329
– –
GFF icon
1924
Griffon
GFF
$3.95B
$24.1K ﹤0.01%
367
– –
VIGI icon
1925
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$24K ﹤0.01%
319
+224
+236% +$18.6K
75 76
77
78 79

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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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PPFA
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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.