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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
OPCH icon
2101
Option Care Health
OPCH
$3.45B
$14.8K ﹤0.01%
+450
New +$14.1K
AGM icon
2102
Federal Agricultural Mortgage
AGM
$2.47B
$14.7K ﹤0.01%
89
– –
BNL icon
2103
Broadstone Net Lease
BNL
$4.11B
$14.7K ﹤0.01%
1,000
– –
NOV icon
2104
NOV
NOV
$6.93B
$14.7K ﹤0.01%
1,321
-241
-15% -$3.61K
NVAX icon
2105
Novavax
NVAX
$1.2B
$14.6K ﹤0.01%
2,308
– –
FOCL
2106
EDAP TMS S.A.
FOCL
$229M
$14.6K ﹤0.01%
+10,000
New +$23.8K
HLX icon
2107
Helix Energy Solutions
HLX
$1.4B
$14.5K ﹤0.01%
+2,430
New +$20.5K
JPEM icon
2108
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$14.5K ﹤0.01%
300
– –
OIA icon
2109
Invesco Municipal Income Opportunities Trust
OIA
$289M
$14.4K ﹤0.01%
+2,562
New +$15.6K
MAN icon
2110
ManpowerGroup
MAN
$2.44B
$14.4K ﹤0.01%
295
+39
+15% +$2.27K
IONQ icon
2111
IonQ
IONQ
$13.6B
$14.4K ﹤0.01%
675
+25
+4% +$810
UWMC icon
2112
UWM Holdings
UWMC
$617M
$14.3K ﹤0.01%
3,101
– –
DVYE icon
2113
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
$14.3K ﹤0.01%
+598
New +$15.9K
FRT icon
2114
Federal Realty Investment Trust
FRT
$10.7B
$14.3K ﹤0.01%
171
-51
-23% -$5.3K
HUN icon
2115
Huntsman Corp
HUN
$1.71B
$14.3K ﹤0.01%
+1,164
New +$19.8K
BKLC icon
2116
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.49B
$14.2K ﹤0.01%
450
– –
ANF icon
2117
Abercrombie & Fitch
ANF
$4.42B
$14.2K ﹤0.01%
212
-362
-63% -$39K
QUBT icon
2118
Quantum Computing Inc
QUBT
$1.83B
$14.2K ﹤0.01%
2,285
-707,660
-100% -$6.22M
ECAT icon
2119
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.49B
$14.2K ﹤0.01%
+1,000
New +$16.5K
RLJ.PRA icon
2120
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$326M
$14.1K ﹤0.01%
+600
New +$15.1K
ACRE
2121
Ares Commercial Real Estate
ACRE
$236M
$14.1K ﹤0.01%
+3,927
New +$20.8K
BRX icon
2122
Brixmor Property Group
BRX
$9.67B
$14.1K ﹤0.01%
611
+536
+715% +$14.3K
ATEN icon
2123
A10 Networks
ATEN
$2.13B
$14K ﹤0.01%
+943
New +$18.1K
JBTM
2124
JBT Marel
JBTM
$7.21B
$14K ﹤0.01%
146
+1
+0.7% +$127
BHB icon
2125
Bar Harbor Bankshares
BHB
$665M
$14K ﹤0.01%
500
– –
83 84
85
86 87

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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.