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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
PALL icon
2351
abrdn Physical Palladium Shares ETF
PALL
$618M
$7.05K ﹤0.01%
425
-25
-6% -$440
EOLS icon
2352
Evolus
EOLS
$385M
$7.02K ﹤0.01%
750
– –
CRBN icon
2353
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.15B
$6.98K ﹤0.01%
41
– –
EMLC icon
2354
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$6.98K ﹤0.01%
300
+231
+335% +$5.47K
AOA icon
2355
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$6.97K ﹤0.01%
100
– –
BSTZ icon
2356
BlackRock Science and Technology Term Trust
BSTZ
$1.95B
$6.95K ﹤0.01%
429
-136
-24% -$2.77K
FTDR icon
2357
Frontdoor
FTDR
$5.1B
$6.95K ﹤0.01%
186
+50
+37% +$2.55K
IYR icon
2358
iShares US Real Estate ETF
IYR
$4.66B
$6.91K ﹤0.01%
82
– –
LCII icon
2359
LCI Industries
LCII
$2.49B
$6.91K ﹤0.01%
92
-67
-42% -$6.73K
MNSO icon
2360
MINISO
MNSO
$3.88B
$6.9K ﹤0.01%
482
+75
+18% +$1.64K
SOUN icon
2361
SoundHound AI
SOUN
$2.67B
$6.86K ﹤0.01%
956
-5,468
-85% -$68.2K
FCFS icon
2362
FirstCash
FCFS
$8.85B
$6.84K ﹤0.01%
+58
New +$6.58K
AMR icon
2363
Alpha Metallurgical Resources
AMR
$1.74B
$6.84K ﹤0.01%
61
+1
+2% +$163
LYFT icon
2364
Lyft
LYFT
$6.02B
$6.83K ﹤0.01%
685
+75
+12% +$976
MLCO icon
2365
Melco Resorts & Entertainment
MLCO
$2.22B
$6.82K ﹤0.01%
1,480
-109
-7% -$614
URTH icon
2366
iShares MSCI World ETF
URTH
$7.99B
$6.82K ﹤0.01%
50
– –
TCHP icon
2367
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.11B
$6.81K ﹤0.01%
200
– –
DRVN icon
2368
Driven Brands
DRVN
$2.35B
$6.79K ﹤0.01%
453
+328
+262% +$5.36K
IFLN
2369
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$308M
$6.77K ﹤0.01%
+387
New +$7.04K
CNMD icon
2370
CONMED
CNMD
$1.39B
$6.74K ﹤0.01%
130
– –
KSA icon
2371
iShares MSCI Saudi Arabia ETF
KSA
$623M
$6.72K ﹤0.01%
176
+126
+252% +$5.22K
RUSHA icon
2372
Rush Enterprises Class A
RUSHA
$6.2B
$6.71K ﹤0.01%
+136
New +$7.8K
HODL icon
2373
VanEck Bitcoin Trust
HODL
$1.05B
$6.69K ﹤0.01%
+308
New +$8.11K
HIBL icon
2374
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$75.3M
$6.63K ﹤0.01%
418
– –
OPEN icon
2375
Opendoor
OPEN
$3.64B
$6.63K ﹤0.01%
7,076
– –
93 94
95
96 97

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FAF
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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.