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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
FL
2126
DELISTED
Foot Locker
FL
$13.9K ﹤0.01%
1,215
-162
-12% -$3K
PSN icon
2127
Parsons
PSN
$4.72B
$13.9K ﹤0.01%
234
-34
-13% -$2.46K
AAP icon
2128
Advance Auto Parts
AAP
$3.35B
$13.9K ﹤0.01%
458
-82
-15% -$3.52K
PRM icon
2129
Perimeter Solutions
PRM
$4.99B
$13.8K ﹤0.01%
+1,500
New +$16.8K
PYCR
2130
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
$13.8K ﹤0.01%
615
+115
+23% +$2.54K
CNTY icon
2131
Century Casinos
CNTY
$34M
$13.8K ﹤0.01%
+10,000
New +$27.2K
XFOR icon
2132
X4 Pharmaceuticals
XFOR
$375M
$13.8K ﹤0.01%
+2,166
New +$29.8K
CATY icon
2133
Cathay General Bancorp
CATY
$4.22B
$13.8K ﹤0.01%
366
-20
-5% -$918
VRIG icon
2134
Invesco Variable Rate Investment Grade ETF
VRIG
$1.8B
$13.7K ﹤0.01%
+549
New +$13.8K
BITX icon
2135
2x Bitcoin ETF
BITX
$871M
$13.7K ﹤0.01%
452
– –
NVMI
2136
Nova
NVMI
$12.4B
$13.7K ﹤0.01%
82
-34
-29% -$7.85K
FOLD
2137
DELISTED
Amicus Therapeutics
FOLD
$13.6K ﹤0.01%
2,024
+519
+34% +$4.8K
RMR icon
2138
The RMR Group
RMR
$325M
$13.5K ﹤0.01%
900
-178
-17% -$3.27K
VIPS icon
2139
Vipshop
VIPS
$7.37B
$13.5K ﹤0.01%
1,061
+61
+6% +$922
BHVN icon
2140
Biohaven
BHVN
$2.03B
$13.5K ﹤0.01%
814
+24
+3% +$846
TGLS icon
2141
Tecnoglass Holdings Inc.
TGLS
$1.93B
$13.4K ﹤0.01%
214
– –
BMRN icon
2142
BioMarin Pharmaceuticals
BMRN
$11.6B
$13.4K ﹤0.01%
240
-356
-60% -$23.9K
M icon
2143
Macy's
M
$6.53B
$13.4K ﹤0.01%
1,335
+50
+4% +$726
NWL icon
2144
Newell Brands
NWL
$2.38B
$13.3K ﹤0.01%
2,977
-3,000
-50% -$24.1K
BTG icon
2145
B2Gold
BTG
$5B
$13.3K ﹤0.01%
5,000
– –
MAG
2146
DELISTED
MAG Silver
MAG
$13.2K ﹤0.01%
+1,050
New +$16.3K
SES icon
2147
SES AI
SES
$203M
$13.1K ﹤0.01%
25,000
+20,000
+400% +$18.4K
FSP
2148
Franklin Street Properties
FSP
$47.2M
$13.1K ﹤0.01%
+8,385
New +$15.4K
PLTK icon
2149
Playtika
PLTK
$1.52B
$13.1K ﹤0.01%
2,879
+2,496
+652% +$15.7K
NX icon
2150
Quanex
NX
$819M
$13K ﹤0.01%
800
-82
-9% -$1.73K
84 85
86
87 88

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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.