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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
EXI icon
2151
iShares Global Industrials ETF
EXI
$1.42B
$12.9K ﹤0.01%
100
-87
-47% -$12.8K
BBU
2152
DELISTED
Brookfield Business Partners
BBU
$12.9K ﹤0.01%
680
– –
BCC icon
2153
Boise Cascade
BCC
$2.69B
$12.9K ﹤0.01%
143
-32
-18% -$3.62K
RH icon
2154
RH
RH
$3.13B
$12.8K ﹤0.01%
86
– –
NSIT icon
2155
Insight Enterprises
NSIT
$3.89B
$12.8K ﹤0.01%
100
-122
-55% -$19.6K
SMIN icon
2156
iShares MSCI India Small-Cap ETF
SMIN
$756M
$12.7K ﹤0.01%
195
+33
+20% +$2.25K
CFLT
2157
DELISTED
Confluent
CFLT
$12.7K ﹤0.01%
644
+462
+254% +$13.4K
CHT icon
2158
Chunghwa Telecom
CHT
$33.1B
$12.7K ﹤0.01%
334
+149
+81% +$5.75K
LITE icon
2159
Lumentum
LITE
$55.5B
$12.6K ﹤0.01%
252
+224
+800% +$17.2K
PAX icon
2160
Patria Investments
PAX
$1.75B
$12.6K ﹤0.01%
1,300
– –
TFII icon
2161
TFI International
TFII
$11.1B
$12.6K ﹤0.01%
170
-385
-69% -$42.6K
UTZ icon
2162
Utz Brands
UTZ
$1.25B
$12.6K ﹤0.01%
1,000
– –
PNFP icon
2163
Pinnacle Financial Partners Inc
PNFP
$15.9B
$12.6K ﹤0.01%
144
– –
IMRX icon
2164
Immuneering
IMRX
$267M
$12.5K ﹤0.01%
10,000
– –
GEF icon
2165
Greif
GEF
$4.92B
$12.5K ﹤0.01%
255
-88
-26% -$5.18K
WF icon
2166
Woori Financial
WF
$16.7B
$12.5K ﹤0.01%
410
+10
+3% +$334
PRCT icon
2167
Procept Biorobotics
PRCT
$1.06B
$12.4K ﹤0.01%
+255
New +$17.4K
GFL icon
2168
GFL Environmental
GFL
$14.9B
$12.3K ﹤0.01%
283
-29
-9% -$1.31K
CAKE icon
2169
Cheesecake Factory
CAKE
$5.04B
$12.3K ﹤0.01%
277
+119
+75% +$6.09K
RDNT icon
2170
RadNet
RDNT
$5.02B
$12.2K ﹤0.01%
255
-41
-14% -$2.42K
SRCE icon
2171
1st Source
SRCE
$2.16B
$12.2K ﹤0.01%
225
-1,100
-83% -$67.9K
LVHI icon
2172
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.35B
$12.2K ﹤0.01%
+422
New +$13.4K
UTL icon
2173
Unitil
UTL
$970M
$12.2K ﹤0.01%
219
-20
-8% -$1.1K
VSGX icon
2174
Vanguard ESG International Stock ETF
VSGX
$6.52B
$12.2K ﹤0.01%
230
– –
HBI
2175
DELISTED
Hanesbrands
HBI
$12.2K ﹤0.01%
2,794
-138
-5% -$967
85 86
87
88 89

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CWM
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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.