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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
FV icon
2051
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$17.4K ﹤0.01%
360
-145
-29% -$8.6K
AMSC icon
2052
American Superconductor
AMSC
$1.42B
$17.4K ﹤0.01%
1,088
– –
CLOV icon
2053
Clover Health Investments
CLOV
$2.2B
$17.4K ﹤0.01%
5,000
-5,000
-50% -$20.1K
BCX icon
2054
BlackRock Resources & Commodities Strategy Trust
BCX
$902M
$17.2K ﹤0.01%
2,131
+2
+0.1% +$18
BDSX icon
2055
Biodesix
BDSX
$220M
$17.2K ﹤0.01%
1,467
– –
SAM icon
2056
Boston Beer
SAM
$1.91B
$17.1K ﹤0.01%
75
+70
+1,400% +$17.1K
GNL icon
2057
Global Net Lease
GNL
$1.84B
$17.1K ﹤0.01%
2,500
– –
BANF icon
2058
BancFirst
BANF
$3.79B
$17K ﹤0.01%
167
-28
-14% -$3.25K
WDS icon
2059
Woodside Energy
WDS
$44.6B
$17K ﹤0.01%
1,475
-369
-20% -$5.61K
SUZ icon
2060
Suzano
SUZ
$10.5B
$17K ﹤0.01%
2,000
– –
TXRH icon
2061
Texas Roadhouse
TXRH
$13.5B
$16.9K ﹤0.01%
110
+65
+144% +$11.5K
NTSI icon
2062
WisdomTree International Efficient Core Fund
NTSI
$494M
$16.9K ﹤0.01%
+495
New +$18.5K
VIVK
2063
Vivakor
VIVK
$1.42M
$16.8K ﹤0.01%
5
– –
KGC icon
2064
Kinross Gold
KGC
$27.4B
$16.8K ﹤0.01%
1,403
+539
+62% +$6.05K
SPTS icon
2065
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$16.8K ﹤0.01%
573
-4,203
-88% -$122K
ROAD icon
2066
Construction Partners
ROAD
$5.84B
$16.7K ﹤0.01%
240
– –
FLR icon
2067
Fluor
FLR
$7.01B
$16.5K ﹤0.01%
536
+93
+21% +$4.02K
WBS icon
2068
Webster Financial
WBS
$12.5B
$16.5K ﹤0.01%
394
+305
+343% +$17K
AFRM icon
2069
Affirm
AFRM
$23.9B
$16.4K ﹤0.01%
449
-354
-44% -$21K
PRG icon
2070
PROG Holdings
PRG
$1.75B
$16.2K ﹤0.01%
675
-695
-51% -$24.6K
GPI icon
2071
Group 1 Automotive
GPI
$3.42B
$16.2K ﹤0.01%
43
– –
WING icon
2072
Wingstop
WING
$3.53B
$16.2K ﹤0.01%
73
-511
-88% -$133K
REYN icon
2073
Reynolds Consumer Products
REYN
$5.26B
$16.1K ﹤0.01%
+721
New +$18.2K
HBNC icon
2074
Horizon Bancorp
HBNC
$1.04B
$16.1K ﹤0.01%
1,215
-280
-19% -$4.54K
SMDV icon
2075
ProShares Russell 2000 Dividend Growers ETF
SMDV
$695M
$16K ﹤0.01%
272
– –
81 82
83
84 85

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CWM
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VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
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BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
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.