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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
RBC icon
2026
RBC Bearings
RBC
$17.4B
$18.3K ﹤0.01%
60
-18
-23% -$6.07K
CIBR icon
2027
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$18.3K ﹤0.01%
318
-785
-71% -$52.1K
BBDC icon
2028
Barings BDC
BBDC
$864M
$18.1K ﹤0.01%
2,300
-2,022
-47% -$19.9K
LUNR icon
2029
Intuitive Machines
LUNR
$1.98B
$18.1K ﹤0.01%
+2,500
New +$39.3K
ELAN icon
2030
Elanco Animal Health
ELAN
$13.2B
$18.1K ﹤0.01%
2,175
-4,441
-67% -$50.2K
GME icon
2031
GameStop
GME
$9.75B
$18.1K ﹤0.01%
773
+491
+174% +$12.9K
CHY
2032
Calamos Convertible and High Income Fund
CHY
$1.01B
$17.9K ﹤0.01%
1,907
– –
MTX icon
2033
Minerals Technologies
MTX
$2.36B
$17.9K ﹤0.01%
334
– –
BOND icon
2034
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.37B
$17.9K ﹤0.01%
197
-66
-25% -$6.03K
AOSL icon
2035
Alpha and Omega Semiconductor
AOSL
$950M
$17.9K ﹤0.01%
1,000
– –
BGT icon
2036
BlackRock Floating Rate Income Trust
BGT
$323M
$17.9K ﹤0.01%
+1,600
New +$20.2K
GVA icon
2037
Granite Construction
GVA
$5.29B
$17.8K ﹤0.01%
248
+60
+32% +$5.01K
HP icon
2038
Helmerich & Payne
HP
$3.45B
$17.8K ﹤0.01%
938
+88
+10% +$2.56K
ARE icon
2039
Alexandria Real Estate Equities
ARE
$8.97B
$17.8K ﹤0.01%
231
+122
+112% +$11.9K
DFIN icon
2040
Donnelley Financial Solutions
DFIN
$1.18B
$17.7K ﹤0.01%
463
-22
-5% -$1.22K
NRP icon
2041
Natural Resource Partners
NRP
$1.3B
$17.7K ﹤0.01%
198
– –
LAC
2042
Lithium Americas
LAC
$1.01B
$17.7K ﹤0.01%
7,552
– –
GDYN icon
2043
Grid Dynamics Holdings
GDYN
$576M
$17.7K ﹤0.01%
1,342
+739
+123% +$14.8K
OPP
2044
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$190M
$17.6K ﹤0.01%
2,170
– –
EUFN icon
2045
iShares MSCI Europe Financials ETF
EUFN
$4.14B
$17.6K ﹤0.01%
+711
New +$18.9K
CNRG icon
2046
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$198M
$17.6K ﹤0.01%
400
– –
OSCR icon
2047
Oscar Health
OSCR
$9.41B
$17.6K ﹤0.01%
1,500
+1,248
+495% +$18.5K
DAY
2048
DELISTED
Dayforce
DAY
$17.6K ﹤0.01%
356
+181
+103% +$11.7K
CDC icon
2049
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$738M
$17.5K ﹤0.01%
300
– –
VAC icon
2050
Marriott Vacations Worldwide
VAC
$3.35B
$17.4K ﹤0.01%
343
– –
80 81
82
83 84

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VRS
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FAF
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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.