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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
HYDB icon
2401
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$6.07K ﹤0.01%
+136
New +$6.44K
FRDM icon
2402
Freedom 100 Emerging Markets ETF
FRDM
$3.27B
$5.97K ﹤0.01%
+193
New +$6.72K
OXSQ icon
2403
Oxford Square Capital
OXSQ
$163M
$5.92K ﹤0.01%
2,500
– –
OIH icon
2404
VanEck Oil Services ETF
OIH
$2.06B
$5.9K ﹤0.01%
30
– –
URBN icon
2405
Urban Outfitters
URBN
$6.35B
$5.88K ﹤0.01%
136
+52
+62% +$2.85K
OUST icon
2406
Ouster
OUST
$2.63B
$5.86K ﹤0.01%
887
+797
+886% +$7.86K
QRMI icon
2407
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$15.5M
$5.86K ﹤0.01%
364
+10
+3% +$172
NMRK icon
2408
Newmark Group
NMRK
$2.66B
$5.85K ﹤0.01%
+571
New +$7.62K
LQDH icon
2409
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$505M
$5.84K ﹤0.01%
+66
New +$6.14K
EVTC icon
2410
Evertec
EVTC
$1.88B
$5.84K ﹤0.01%
183
+178
+3,560% +$6.15K
TQQQ icon
2411
ProShares UltraPro QQQ
TQQQ
$32.1B
$5.83K ﹤0.01%
300
-428
-59% -$16.2K
ARKB icon
2412
ARK 21Shares Bitcoin ETF
ARKB
$2.4B
$5.82K ﹤0.01%
228
– –
FORM icon
2413
FormFactor
FORM
$8.28B
$5.79K ﹤0.01%
250
– –
SRTA
2414
Strata Critical Medical Inc
SRTA
$434M
$5.79K ﹤0.01%
2,305
– –
IRDM icon
2415
Iridium Communications
IRDM
$5.02B
$5.66K ﹤0.01%
250
-250
-50% -$7.33K
FUTU icon
2416
Futu Holdings
FUTU
$14.7B
$5.64K ﹤0.01%
75
-5
-6% -$512
HTH icon
2417
Hilltop Holdings
HTH
$2.26B
$5.64K ﹤0.01%
200
– –
ITUB icon
2418
Itaú Unibanco
ITUB
$93.2B
$5.63K ﹤0.01%
1,107
+596
+117% +$3K
H icon
2419
Hyatt Hotels
H
$16.4B
$5.63K ﹤0.01%
54
-15
-22% -$2.16K
GOLF icon
2420
Acushnet Holdings
GOLF
$5.93B
$5.63K ﹤0.01%
100
-147
-60% -$9.98K
FETH
2421
Fidelity Ethereum Fund
FETH
$1.01B
$5.62K ﹤0.01%
384
– –
UEC icon
2422
Uranium Energy
UEC
$4.75B
$5.6K ﹤0.01%
1,400
– –
PDYN icon
2423
Palladyne AI
PDYN
$247M
$5.52K ﹤0.01%
1,000
-60,500
-98% -$491K
MSOS icon
2424
AdvisorShares Pure US Cannabis ETF
MSOS
$858M
$5.5K ﹤0.01%
2,630
– –
IIPR icon
2425
Innovative Industrial Properties
IIPR
$1.71B
$5.45K ﹤0.01%
114
– –
95 96
97
98 99

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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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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.