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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
LEG icon
2226
Leggett & Platt
LEG
$1.34B
$10.7K ﹤0.01%
+1,569
New +$14.9K
SYM icon
2227
Symbotic
SYM
$5.48B
$10.7K ﹤0.01%
+596
New +$15.2K
SFL icon
2228
SFL Corp
SFL
$1.64B
$10.7K ﹤0.01%
1,500
– –
QTWO icon
2229
Q2 Holdings
QTWO
$3.8B
$10.6K ﹤0.01%
154
-10
-6% -$882
CVNA icon
2230
Carvana
CVNA
$68.6B
$10.6K ﹤0.01%
300
-300
-50% -$13.3K
TNDM icon
2231
Tandem Diabetes Care
TNDM
$1.34B
$10.6K ﹤0.01%
646
+464
+255% +$13.6K
CLB icon
2232
Core Laboratories
CLB
$488M
$10.5K ﹤0.01%
992
-20
-2% -$335
LAR
2233
Lithium Argentina AG
LAR
$985M
$10.5K ﹤0.01%
5,970
– –
IBDT icon
2234
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$10.4K ﹤0.01%
418
+5
+1% +$125
XRAY icon
2235
Dentsply Sirona
XRAY
$2.68B
$10.4K ﹤0.01%
822
-531
-39% -$9.41K
TAK icon
2236
Takeda Pharmaceutical
TAK
$54.6B
$10.4K ﹤0.01%
737
+558
+312% +$7.82K
AMG icon
2237
Affiliated Managers Group
AMG
$9.69B
$10.3K ﹤0.01%
72
-37
-34% -$6.45K
TIGO icon
2238
Millicom
TIGO
$16B
$10.3K ﹤0.01%
+381
New +$10.5K
TERN
2239
DELISTED
Terns Pharmaceuticals
TERN
$10.3K ﹤0.01%
5,000
+4,000
+400% +$16.3K
ZG icon
2240
Zillow
ZG
$7.94B
$10.2K ﹤0.01%
170
– –
GEF.B icon
2241
Greif Class B
GEF.B
$4.11B
$10.1K ﹤0.01%
190
+176
+1,257% +$10.9K
REI icon
2242
Ring Energy
REI
$315M
$10.1K ﹤0.01%
12,500
– –
AIV
2243
Aimco
AIV
$387M
$10.1K ﹤0.01%
+1,396
New +$12.4K
SHG icon
2244
Shinhan Financial Group
SHG
$32.8B
$10.1K ﹤0.01%
348
+220
+172% +$7.38K
SCHJ icon
2245
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$849M
$10K ﹤0.01%
411
+5
+1% +$122
ARWR icon
2246
Arrowhead Research
ARWR
$11.9B
$9.99K ﹤0.01%
1,000
– –
AVXL icon
2247
Anavex Life Sciences
AVXL
$255M
$9.88K ﹤0.01%
1,300
-200
-13% -$1.89K
SFGV
2248
Sequoia Global Value ETF
SFGV
$1.17B
$9.85K ﹤0.01%
+400
New +$11.2K
VMO icon
2249
Invesco Municipal Opportunity Trust
VMO
$651M
$9.8K ﹤0.01%
1,088
– –
IPGP icon
2250
IPG Photonics
IPGP
$3.61B
$9.79K ﹤0.01%
197
+131
+198% +$8.8K
88 89
90
91 92

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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.