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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
IHI icon
2251
iShares US Medical Devices ETF
IHI
$3.13B
$9.77K ﹤0.01%
+180
New +$11.2K
ESGG icon
2252
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
$9.76K ﹤0.01%
65
– –
NXE icon
2253
NexGen Energy
NXE
$6.06B
$9.74K ﹤0.01%
2,400
– –
AVNS
2254
DELISTED
Avanos Medical
AVNS
$9.73K ﹤0.01%
785
-6,447
-89% -$101K
ABAT icon
2255
American Battery Technology Co
ABAT
$285M
$9.72K ﹤0.01%
+10,526
New +$14.3K
LVOL
2256
DELISTED
American Century Low Volatility ETF
LVOL
$9.7K ﹤0.01%
+200
New +$11.1K
CLMB icon
2257
Climb Global Solutions
CLMB
$500M
$9.66K ﹤0.01%
400
– –
IYM icon
2258
iShares US Basic Materials ETF
IYM
$1.12B
$9.64K ﹤0.01%
83
-11
-12% -$1.5K
RRC icon
2259
Range Resources
RRC
$9.38B
$9.44K ﹤0.01%
294
-96
-25% -$3.69K
EUO icon
2260
ProShares UltraShort Euro
EUO
$34.7M
$9.42K ﹤0.01%
300
– –
RNG icon
2261
RingCentral
RNG
$4.66B
$9.42K ﹤0.01%
438
+434
+10,850% +$13.5K
W icon
2262
Wayfair
W
$11.2B
$9.41K ﹤0.01%
390
-73,498
-99% -$3.06M
KLG
2263
DELISTED
WK Kellogg Co
KLG
$9.35K ﹤0.01%
519
+112
+28% +$2.04K
MLPX icon
2264
Global X MLP & Energy Infrastructure ETF
MLPX
$3.61B
$9.29K ﹤0.01%
168
– –
RWL icon
2265
Invesco S&P 500 Revenue ETF
RWL
$9.62B
$9.27K ﹤0.01%
104
– –
HNI icon
2266
HNI Corp
HNI
$3.24B
$9.26K ﹤0.01%
+230
New +$10.9K
RGEN icon
2267
Repligen
RGEN
$7.96B
$9.26K ﹤0.01%
85
+5
+6% +$770
BKF icon
2268
iShares MSCI BIC ETF
BKF
$78.1M
$9.23K ﹤0.01%
265
– –
GPGI
2269
GPGI Inc
GPGI
$3.83B
$9.2K ﹤0.01%
953
+363
+62% +$4.45K
TEF
2270
DELISTED
Telefonica
TEF
$9.14K ﹤0.01%
2,092
+14
+0.7% +$60
EWH icon
2271
iShares MSCI Hong Kong ETF
EWH
$1.24B
$9.09K ﹤0.01%
+598
New +$10.2K
CCC
2272
CCC Intelligent Solutions
CCC
$3.59B
$9.07K ﹤0.01%
1,096
+241
+28% +$2.5K
AXGN icon
2273
Axogen
AXGN
$2.27B
$9.07K ﹤0.01%
570
+500
+714% +$9.02K
SHYF
2274
DELISTED
The Shyft Group
SHYF
$9.02K ﹤0.01%
1,177
-235
-17% -$2.52K
SOND
2275
DELISTED
Sonder
SOND
$8.9K ﹤0.01%
5,000
– –
89 90
91
92 93

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VRS
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FAF
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BGIM
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CIM
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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.