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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
HIPS icon
2276
GraniteShares HIPS US High Income ETF
HIPS
$109M
$8.9K ﹤0.01%
800
– –
U icon
2277
Unity
U
$13.8B
$8.84K ﹤0.01%
528
– –
IMCR icon
2278
Immunocore
IMCR
$1.72B
$8.76K ﹤0.01%
357
+7
+2% +$210
UTG icon
2279
Reaves Utility Income Fund
UTG
$3.54B
$8.75K ﹤0.01%
301
+1
+0.3% +$33
SGDM icon
2280
Sprott Gold Miners ETF
SGDM
$547M
$8.72K ﹤0.01%
250
-2,627
-91% -$86.5K
REXR icon
2281
Rexford Industrial Realty
REXR
$8.42B
$8.72K ﹤0.01%
276
-50
-15% -$2K
EDIV icon
2282
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.22B
$8.71K ﹤0.01%
+267
New +$9.54K
ASA
2283
ASA Gold and Precious Metals
ASA
$919M
$8.67K ﹤0.01%
357
+157
+79% +$3.9K
GNTX icon
2284
Gentex
GNTX
$4.97B
$8.64K ﹤0.01%
415
+385
+1,283% +$9.84K
NAD icon
2285
Nuveen Quality Municipal Income Fund
NAD
$2.74B
$8.6K ﹤0.01%
795
-1
-0.1% -$12
TCX icon
2286
Tucows
TCX
$172M
$8.57K ﹤0.01%
600
– –
BTO
2287
John Hancock Financial Opportunities Fund
BTO
$798M
$8.53K ﹤0.01%
300
-941
-76% -$33.4K
RXO icon
2288
RXO
RXO
$3.34B
$8.52K ﹤0.01%
658
-2,700
-80% -$59.1K
ASC icon
2289
Ardmore Shipping
ASC
$710M
$8.51K ﹤0.01%
+1,000
New +$10.9K
RGTI icon
2290
Rigetti Computing
RGTI
$4.97B
$8.49K ﹤0.01%
1,100
-78,900
-99% -$875K
IBRX icon
2291
ImmunityBio
IBRX
$7.51B
$8.47K ﹤0.01%
+3,500
New +$10.6K
EPS icon
2292
WisdomTree US LargeCap Fund
EPS
$1.59B
$8.43K ﹤0.01%
160
– –
UMC icon
2293
United Microelectronic
UMC
$47.7B
$8.4K ﹤0.01%
1,372
– –
VREX icon
2294
Varex Imaging
VREX
$472M
$8.39K ﹤0.01%
1,125
– –
PLUS icon
2295
ePlus
PLUS
$2.42B
$8.32K ﹤0.01%
152
– –
HLMN icon
2296
Hillman Solutions
HLMN
$1.54B
$8.31K ﹤0.01%
1,126
+239
+27% +$2.32K
LUMN icon
2297
Lumen
LUMN
$6.57B
$8.31K ﹤0.01%
2,564
-6,552
-72% -$32.6K
CDXS icon
2298
Codexis
CDXS
$151M
$8.27K ﹤0.01%
4,200
+1,000
+31% +$3.88K
PBR icon
2299
Petrobras
PBR
$125B
$8.27K ﹤0.01%
722
+454
+169% +$6.26K
EVER icon
2300
EverQuote
EVER
$892M
$8.2K ﹤0.01%
400
– –
90 91
92
93 94

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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.