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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
EXP icon
1951
Eagle Materials
EXP
$6.29B
$22.4K ﹤0.01%
109
-4
-4% -$948
IGOV icon
1952
iShares International Treasury Bond ETF
IGOV
$1.53B
$22.4K ﹤0.01%
562
– –
QGEN icon
1953
Qiagen
QGEN
$8.54B
$22.4K ﹤0.01%
578
+521
+914% +$21.9K
HE icon
1954
Hawaiian Electric Industries
HE
$2.23B
$22.4K ﹤0.01%
2,393
+452
+23% +$4.57K
VSXY
1955
Victoria's Secret
VSXY
$7.05B
$22.2K ﹤0.01%
1,321
-200
-13% -$5.88K
NSP icon
1956
Insperity
NSP
$1.93B
$22.2K ﹤0.01%
283
-56
-17% -$4.65K
ILCV icon
1957
iShares Morningstar Value ETF
ILCV
$1.32B
$22K ﹤0.01%
305
– –
WHD icon
1958
Cactus
WHD
$5.21B
$22K ﹤0.01%
627
-30
-5% -$1.66K
FBT icon
1959
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
$21.9K ﹤0.01%
150
– –
PEN icon
1960
Penumbra
PEN
$12.6B
$21.7K ﹤0.01%
85
-65
-43% -$17.6K
WLKP icon
1961
Westlake Chemical Partners
WLKP
$763M
$21.6K ﹤0.01%
1,000
– –
AKR icon
1962
Acadia Realty Trust
AKR
$3.09B
$21.6K ﹤0.01%
1,234
+191
+18% +$4.32K
PBE icon
1963
Invesco Biotechnology & Genome ETF
PBE
$281M
$21.6K ﹤0.01%
385
-1,000
-72% -$67.3K
MMYT icon
1964
MakeMyTrip
MMYT
$5.36B
$21.5K ﹤0.01%
244
+75
+44% +$7.74K
BUYW icon
1965
Main BuyWrite ETF
BUYW
$1.28B
$21.4K ﹤0.01%
+1,685
New +$23.5K
USO icon
1966
United States Oil Fund
USO
$2.15B
$21.3K ﹤0.01%
337
– –
CARE icon
1967
Carter Bankshares
CARE
$766M
$21.3K ﹤0.01%
1,490
– –
PULS icon
1968
PGIM Ultra Short Bond ETF
PULS
$17.7B
$21.2K ﹤0.01%
429
– –
LEN.B icon
1969
Lennar Class B
LEN.B
$19.4B
$21K ﹤0.01%
215
-2,149
-91% -$256K
EMBJ
1970
Embraer S.A. ADS
EMBJ
$12.2B
$21K ﹤0.01%
520
+382
+277% +$17K
LENZ
1971
LENZ Therapeutics
LENZ
$166M
$21K ﹤0.01%
1,146
– –
NVCR icon
1972
NovoCure
NVCR
$1.73B
$20.9K ﹤0.01%
+1,357
New +$30.8K
ABR icon
1973
Arbor Realty Trust
ABR
$964M
$20.8K ﹤0.01%
2,050
– –
LOGI icon
1974
Logitech
LOGI
$14.7B
$20.8K ﹤0.01%
317
-274
-46% -$25.8K
IVOO icon
1975
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.71B
$20.8K ﹤0.01%
240
– –
77 78
79
80 81

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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.