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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
CWH icon
2326
Camping World
CWH
$639M
$7.56K ﹤0.01%
600
– –
VCTR icon
2327
Victory Capital Holdings
VCTR
$6.19B
$7.54K ﹤0.01%
147
+63
+75% +$3.99K
NKX icon
2328
Nuveen California AMT-Free Quality Municipal Income Fund
NKX
$646M
$7.52K ﹤0.01%
615
– –
STLA icon
2329
Stellantis
STLA
$21.7B
$7.51K ﹤0.01%
881
+102
+13% +$1.31K
BBUC
2330
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.12B
$7.48K ﹤0.01%
340
– –
CPA icon
2331
Copa Holdings
CPA
$5.76B
$7.48K ﹤0.01%
+90
New +$8.35K
TMV icon
2332
Direxion Daily 20+ Year Treasury Bear 3X ETF
TMV
$187M
$7.46K ﹤0.01%
200
– –
IBLC icon
2333
iShares Blockchain and Tech ETF
IBLC
$80.2M
$7.45K ﹤0.01%
340
– –
TRNS icon
2334
Transcat
TRNS
$799M
$7.42K ﹤0.01%
100
+25
+33% +$2.1K
DGII icon
2335
Digi International
DGII
$2.63B
$7.4K ﹤0.01%
320
– –
IXJ icon
2336
iShares Global Healthcare ETF
IXJ
$4.07B
$7.38K ﹤0.01%
+89
New +$8.08K
DB icon
2337
Deutsche Bank
DB
$69B
$7.36K ﹤0.01%
371
-120
-24% -$2.52K
HLI icon
2338
Houlihan Lokey
HLI
$8.77B
$7.36K ﹤0.01%
52
-17
-25% -$2.92K
IMVP
2339
Invesco India ETF
IMVP
$125M
$7.3K ﹤0.01%
+306
New +$7.52K
AU icon
2340
AngloGold Ashanti
AU
$40.1B
$7.29K ﹤0.01%
+220
New +$6.76K
NHI icon
2341
National Health Investors
NHI
$3.72B
$7.29K ﹤0.01%
106
– –
NEU icon
2342
NewMarket
NEU
$7.82B
$7.28K ﹤0.01%
14
+3
+27% +$1.58K
VAW icon
2343
Vanguard Materials ETF
VAW
$2.95B
$7.21K ﹤0.01%
44
– –
NEON icon
2344
Neonode
NEON
$14.1M
$7.2K ﹤0.01%
1,000
– –
GAB icon
2345
Gabelli Equity Trust
GAB
$1.75B
$7.19K ﹤0.01%
1,447
+38
+3% +$210
PBF icon
2346
PBF Energy
PBF
$8.57B
$7.18K ﹤0.01%
500
+367
+276% +$9.13K
EDIT icon
2347
Editas Medicine
EDIT
$396M
$7.16K ﹤0.01%
7,300
– –
PGNY icon
2348
Progyny
PGNY
$2.44B
$7.1K ﹤0.01%
330
– –
NGVC icon
2349
Vitamin Cottage Natural Grocers
NGVC
$739M
$7.07K ﹤0.01%
163
– –
ACA icon
2350
Arcosa
ACA
$7.13B
$7.07K ﹤0.01%
100
-734
-88% -$67.3K
92 93
94
95 96

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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.