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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
ACLS icon
2201
Axcelis
ACLS
$4.01B
$11.3K ﹤0.01%
264
+10
+4% +$632
FJAN icon
2202
FT Vest US Equity Buffer ETF January
FJAN
$1.43B
$11.3K ﹤0.01%
+276
New +$12.6K
FAUG icon
2203
FT Vest US Equity Buffer ETF August
FAUG
$1.19B
$11.2K ﹤0.01%
+269
New +$12.6K
FMAY icon
2204
FT Vest US Equity Buffer ETF May
FMAY
$1.41B
$11.2K ﹤0.01%
+264
New +$12.6K
FJUN icon
2205
FT Vest US Equity Buffer ETF June
FJUN
$1.36B
$11.2K ﹤0.01%
+243
New +$12.5K
FJUL icon
2206
FT Vest US Equity Buffer ETF July
FJUL
$1.21B
$11.2K ﹤0.01%
+255
New +$12.5K
FNOV icon
2207
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$11.2K ﹤0.01%
+261
New +$12.5K
FOCT icon
2208
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$11.2K ﹤0.01%
+292
New +$12.5K
CNXC icon
2209
Concentrix
CNXC
$1.5B
$11.2K ﹤0.01%
244
-1,355
-85% -$64.9K
NANC icon
2210
Subversive Congressional Democrats Trading ETF
NANC
$278M
$11.1K ﹤0.01%
+344
New +$13.3K
VOYA icon
2211
Voya Financial
VOYA
$9.01B
$11.1K ﹤0.01%
205
-117
-36% -$8.19K
CTS icon
2212
CTS Corp
CTS
$1.83B
$11.1K ﹤0.01%
318
– –
ALE
2213
DELISTED
Allete
ALE
$11.1K ﹤0.01%
+172
New +$11.3K
DYNF icon
2214
BlackRock US Equity Factor Rotation ETF
DYNF
$38.4B
$11.1K ﹤0.01%
+254
New +$13.1K
PNTG icon
2215
Pennant Group
PNTG
$1.4B
$11K ﹤0.01%
452
– –
DHT icon
2216
DHT Holdings
DHT
$2.99B
$10.9K ﹤0.01%
1,129
+2
+0.2% +$22
JAAA icon
2217
Janus Henderson AAA CLO ETF
JAAA
$29B
$10.9K ﹤0.01%
+217
New +$11K
PNQI icon
2218
Invesco NASDAQ Internet ETF
PNQI
$528M
$10.9K ﹤0.01%
279
-221
-44% -$10.5K
BLKB icon
2219
Blackbaud
BLKB
$1.94B
$10.9K ﹤0.01%
184
– –
ROBO icon
2220
ROBO Global Robotics & Automation Index ETF
ROBO
$1.96B
$10.8K ﹤0.01%
247
– –
GRAL
2221
GRAIL Inc
GRAL
$2.94B
$10.8K ﹤0.01%
506
+260
+106% +$8.03K
QSI icon
2222
Quantum-Si Incorporated
QSI
$155M
$10.8K ﹤0.01%
+10,000
New +$19.2K
STVN icon
2223
Stevanato
STVN
$5.42B
$10.8K ﹤0.01%
580
– –
CWAN
2224
DELISTED
Clearwater Analytics
CWAN
$10.8K ﹤0.01%
485
-74,670
-99% -$2.1M
LCID icon
2225
Lucid Motors
LCID
$2.88B
$10.8K ﹤0.01%
464
+134
+41% +$3.58K
87 88
89
90 91

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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.