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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
ARM icon
1926
Arm
ARM
$256B
$23.9K ﹤0.01%
279
+100
+56% +$13.9K
BCPC
1927
Balchem Corp
BCPC
$5.38B
$23.9K ﹤0.01%
159
+1
+0.6% +$164
PINE
1928
Alpine Income Property Trust
PINE
$333M
$23.8K ﹤0.01%
1,570
– –
WLK icon
1929
Westlake Corp
WLK
$9.03B
$23.8K ﹤0.01%
+287
New +$31.8K
FN icon
1930
Fabrinet
FN
$15.6B
$23.8K ﹤0.01%
137
+64
+88% +$14K
BFIN
1931
DELISTED
BankFinancial
BFIN
$23.6K ﹤0.01%
2,000
– –
CNXN icon
1932
PC Connection
CNXN
$2.11B
$23.6K ﹤0.01%
400
– –
QDF icon
1933
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$23.5K ﹤0.01%
391
-44
-10% -$3.12K
WDI
1934
Western Asset Diversified Income Fund
WDI
$680M
$23.4K ﹤0.01%
1,800
– –
VALE icon
1935
Vale
VALE
$64.1B
$23.3K ﹤0.01%
2,821
+381
+16% +$3.6K
UGL icon
1936
ProShares Ultra Gold
UGL
$650M
$23.2K ﹤0.01%
800
– –
AMED
1937
DELISTED
Amedisys
AMED
$23.2K ﹤0.01%
254
+154
+154% +$14.2K
CGDV icon
1938
Capital Group Dividend Value ETF
CGDV
$37.7B
$23.2K ﹤0.01%
725
– –
FNX icon
1939
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.38B
$23.2K ﹤0.01%
244
– –
BAP icon
1940
Credicorp
BAP
$31.8B
$23.1K ﹤0.01%
136
+36
+36% +$6.68K
PEGA icon
1941
Pegasystems
PEGA
$5.02B
$23.1K ﹤0.01%
740
+220
+42% +$9.73K
FLUT icon
1942
Flutter Entertainment
FLUT
$18.1B
$23K ﹤0.01%
106
– –
TMFE icon
1943
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$77.6M
$23K ﹤0.01%
1,000
– –
LEGH icon
1944
Legacy Housing
LEGH
$625M
$22.9K ﹤0.01%
1,000
– –
NXT icon
1945
Nextpower Inc
NXT
$13.6B
$22.8K ﹤0.01%
617
-51
-8% -$2.27K
PLXS icon
1946
Plexus
PLXS
$6.72B
$22.7K ﹤0.01%
205
-9
-4% -$1.26K
CORT icon
1947
Corcept Therapeutics
CORT
$12.4B
$22.6K ﹤0.01%
321
-191
-37% -$11.6K
MAGN
1948
Magnera Corp
MAGN
$472M
$22.6K ﹤0.01%
+1,673
New +$32.5K
STN icon
1949
Stantec
STN
$8.04B
$22.5K ﹤0.01%
285
-203
-42% -$16.2K
TCAF icon
1950
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.99B
$22.5K ﹤0.01%
776
-205
-21% -$6.87K
76 77
78
79 80

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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.