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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
FROG icon
2301
JFrog
FROG
$9.66B
$8.2K ﹤0.01%
293
+76
+35% +$2.65K
AL
2302
DELISTED
Air Lease Corp
AL
$8.13K ﹤0.01%
201
-1,898
-90% -$89K
VNM icon
2303
VanEck Vietnam ETF
VNM
$491M
$8.1K ﹤0.01%
800
– –
ESGE icon
2304
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$8.09K ﹤0.01%
262
– –
BV icon
2305
BrightView Holdings
BV
$1.22B
$8.08K ﹤0.01%
662
– –
GLNG icon
2306
Golar LNG
GLNG
$5B
$8.03K ﹤0.01%
250
-250
-50% -$9.8K
EEMV icon
2307
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.44B
$7.97K ﹤0.01%
147
-199
-58% -$11.6K
ARKX icon
2308
ARK Space & Defense Innovation ETF
ARKX
$793M
$7.96K ﹤0.01%
497
– –
PLOW icon
2309
Douglas Dynamics
PLOW
$1.02B
$7.95K ﹤0.01%
365
– –
CROX icon
2310
Crocs
CROX
$6.14B
$7.95K ﹤0.01%
89
-212
-70% -$22K
RFG icon
2311
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$339M
$7.93K ﹤0.01%
203
– –
AVA icon
2312
Avista
AVA
$3.34B
$7.91K ﹤0.01%
200
– –
FENC icon
2313
Fennec Pharmaceuticals
FENC
$332M
$7.84K ﹤0.01%
1,565
– –
KN icon
2314
Knowles
KN
$3.13B
$7.82K ﹤0.01%
607
-237
-28% -$4.24K
SAA icon
2315
ProShares Ulta SmallCap600
SAA
$29.1M
$7.78K ﹤0.01%
500
– –
AGX icon
2316
Argan
AGX
$8B
$7.78K ﹤0.01%
61
+6
+11% +$837
MHD icon
2317
BlackRock MuniHoldings Fund
MHD
$598M
$7.73K ﹤0.01%
700
– –
TSHA icon
2318
Taysha Gene Therapies
TSHA
$1.68B
$7.72K ﹤0.01%
6,833
– –
MFG icon
2319
Mizuho Financial
MFG
$127B
$7.7K ﹤0.01%
1,758
+978
+125% +$5.38K
SPIB icon
2320
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$7.69K ﹤0.01%
235
+171
+267% +$5.64K
WSBC icon
2321
WesBanco
WSBC
$3.97B
$7.67K ﹤0.01%
+280
New +$9.35K
AGYS icon
2322
Agilysys
AGYS
$2.97B
$7.63K ﹤0.01%
116
+91
+364% +$8.32K
PCF
2323
High Income Securities Fund
PCF
$98.8M
$7.6K ﹤0.01%
1,263
– –
MJ icon
2324
Amplify Alternative Harvest ETF
MJ
$101M
$7.6K ﹤0.01%
468
-2
-0.4% -$48
CLDX icon
2325
Celldex Therapeutics
CLDX
$2.99B
$7.57K ﹤0.01%
500
– –
91 92
93
94 95

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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.