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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
UA icon
2426
Under Armour Class C
UA
$2.77B
$5.39K ﹤0.01%
1,140
-1,208
-51% -$8.23K
LMND icon
2427
Lemonade
LMND
$3.74B
$5.38K ﹤0.01%
214
– –
TSEM icon
2428
Tower Semiconductor
TSEM
$24.8B
$5.35K ﹤0.01%
173
+90
+108% +$4.07K
SVOL icon
2429
Simplify Volatility Premium ETF
SVOL
$521M
$5.34K ﹤0.01%
+382
New +$7.77K
VIK icon
2430
Viking Holdings
VIK
$46.6B
$5.33K ﹤0.01%
150
+50
+50% +$2.31K
TDUP icon
2431
ThredUp
TDUP
$746M
$5.31K ﹤0.01%
1,800
– –
BSAC icon
2432
Banco Santander Chile
BSAC
$16.3B
$5.27K ﹤0.01%
+252
New +$5.38K
GIC icon
2433
Global Industrial
GIC
$1.37B
$5.27K ﹤0.01%
250
– –
SIMO icon
2434
Silicon Motion
SIMO
$8.6B
$5.26K ﹤0.01%
135
-20
-13% -$1.08K
ARW icon
2435
Arrow Electronics
ARW
$11.1B
$5.25K ﹤0.01%
57
+47
+470% +$5.18K
KAI icon
2436
Kadant
KAI
$3.63B
$5.25K ﹤0.01%
18
-20
-53% -$7.26K
SENS icon
2437
Senseonics Holdings Inc
SENS
$263M
$5.24K ﹤0.01%
503
– –
APEI icon
2438
American Public Education
APEI
$890M
$5.23K ﹤0.01%
+233
New +$5.05K
ITGR icon
2439
Integer Holdings
ITGR
$4.12B
$5.23K ﹤0.01%
49
+1
+2% +$131
PRLB icon
2440
Protolabs
PRLB
$1.79B
$5.23K ﹤0.01%
168
– –
JBLU icon
2441
JetBlue
JBLU
$2.28B
$5.22K ﹤0.01%
1,451
+451
+45% +$2.96K
MIR icon
2442
Mirion Technologies
MIR
$3.73B
$5.2K ﹤0.01%
400
– –
NVST icon
2443
Envista
NVST
$4.44B
$5.18K ﹤0.01%
351
+12
+4% +$233
NBIX icon
2444
Neurocrine Biosciences
NBIX
$16.8B
$5.17K ﹤0.01%
59
-986
-94% -$125K
FNCL icon
2445
Fidelity MSCI Financials Index ETF
FNCL
$2.38B
$5.16K ﹤0.01%
85
-656
-89% -$46.5K
AMN icon
2446
AMN Healthcare
AMN
$1.3B
$5.14K ﹤0.01%
264
-58
-18% -$1.49K
PRDO icon
2447
Perdoceo Education
PRDO
$1.99B
$5.12K ﹤0.01%
205
-168
-45% -$4.46K
BSCS icon
2448
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.56B
$5.12K ﹤0.01%
+253
New +$5.12K
SKM icon
2449
SK Telecom
SKM
$12.1B
$5.12K ﹤0.01%
+250
New +$5.39K
RVT icon
2450
Royce Value Trust
RVT
$2.21B
$5.09K ﹤0.01%
407
– –
96 97
98
99 100

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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.