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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
IEV icon
1976
iShares Europe ETF
IEV
$1.67B
$20.8K ﹤0.01%
401
– –
CPK icon
1977
Chesapeake Utilities
CPK
$3.19B
$20.8K ﹤0.01%
166
+1
+0.6% +$124
CWBC
1978
Community West Bancshares
CWBC
$679M
$20.7K ﹤0.01%
1,258
+58
+5% +$1.09K
AI icon
1979
C3.ai
AI
$1.43B
$20.6K ﹤0.01%
1,128
-1,000
-47% -$28.4K
MPTI icon
1980
M-tron Industries
MPTI
$356M
$20.6K ﹤0.01%
+500
New +$23.7K
IYE icon
1981
iShares US Energy ETF
IYE
$1.74B
$20.5K ﹤0.01%
507
-201
-28% -$9.58K
KRC icon
1982
Kilroy Realty
KRC
$4.52B
$20.4K ﹤0.01%
722
+533
+282% +$19.1K
TCPC icon
1983
BlackRock TCP Capital
TCPC
$273M
$20.4K ﹤0.01%
3,160
+205
+7% +$1.78K
ULS icon
1984
UL Solutions
ULS
$18.5B
$20.4K ﹤0.01%
385
-188
-33% -$9.98K
VOD icon
1985
Vodafone
VOD
$36.3B
$20.4K ﹤0.01%
2,489
-8,109
-77% -$71.2K
CX icon
1986
Cemex
CX
$17.1B
$20.3K ﹤0.01%
3,995
-2
-0.1% -$12
TMAT icon
1987
Main Thematic Innovation ETF
TMAT
$230M
$20.3K ﹤0.01%
+1,305
New +$27.1K
DJT icon
1988
Trump Media & Technology Group
DJT
$2.73B
$20.2K ﹤0.01%
1,214
+248
+26% +$6.96K
AVK
1989
Advent Convertible and Income Fund
AVK
$547M
$20.2K ﹤0.01%
1,996
+20
+1% +$239
FTSM icon
1990
First Trust Enhanced Short Maturity ETF
FTSM
$6.49B
$20K ﹤0.01%
335
– –
CGNX icon
1991
Cognex
CGNX
$10.9B
$20K ﹤0.01%
858
+19
+2% +$669
DAC icon
1992
Danaos Corp
DAC
$2.58B
$19.9K ﹤0.01%
300
– –
VTES icon
1993
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.08B
$19.9K ﹤0.01%
200
– –
BOOT icon
1994
Boot Barn
BOOT
$4.51B
$19.8K ﹤0.01%
+215
New +$28.8K
SII
1995
Sprott
SII
$2.66B
$19.8K ﹤0.01%
+500
New +$21.5K
GFS icon
1996
GlobalFoundries
GFS
$27.4B
$19.7K ﹤0.01%
650
+450
+225% +$18.2K
JAZZ icon
1997
Jazz Pharmaceuticals
JAZZ
$15.9B
$19.7K ﹤0.01%
192
+42
+28% +$5.48K
FPE icon
1998
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$19.7K ﹤0.01%
1,165
– –
DFIS icon
1999
Dimensional International Small Cap ETF
DFIS
$5.81B
$19.7K ﹤0.01%
845
-2,331
-73% -$59.6K
CCIF
2000
Carlyle Credit Income Fund
CCIF
$59.4M
$19.6K ﹤0.01%
3,000
– –
78 79
80
81 82

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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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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.