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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
NTSE icon
2451
WisdomTree Emerging Markets Efficient Core Fund
NTSE
$53.5M
$5.08K ﹤0.01%
+193
New +$5.73K
BZ icon
2452
Kanzhun
BZ
$7.27B
$5.08K ﹤0.01%
359
+221
+160% +$3.6K
ARKQ icon
2453
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.9B
$5.07K ﹤0.01%
86
– –
REZ icon
2454
iShares Residential and Multisector Real Estate ETF
REZ
$879M
$5.03K ﹤0.01%
66
-153
-70% -$12.8K
AIRR icon
2455
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.1B
$5.02K ﹤0.01%
+81
New +$6.09K
FRA icon
2456
BlackRock Floating Rate Income Strategies Fund
FRA
$383M
$4.98K ﹤0.01%
430
– –
APAM icon
2457
Artisan Partners
APAM
$2.79B
$4.98K ﹤0.01%
147
-148
-50% -$6.27K
TULP
2458
Bloomia Holdings
TULP
$4.96K ﹤0.01%
1,285
– –
IHS icon
2459
IHS Holding
IHS
$2.76B
$4.96K ﹤0.01%
+1,137
New +$4.36K
TDW icon
2460
Tidewater
TDW
$3.73B
$4.96K ﹤0.01%
151
-10
-6% -$497
URGN icon
2461
UroGen Pharma
URGN
$1.86B
$4.92K ﹤0.01%
509
– –
UMAC icon
2462
Unusual Machines
UMAC
$1.01B
$4.91K ﹤0.01%
1,000
– –
ALK icon
2463
Alaska Air
ALK
$5.29B
$4.88K ﹤0.01%
119
– –
ERIC icon
2464
Ericsson
ERIC
$32.2B
$4.87K ﹤0.01%
720
+283
+65% +$2.29K
ZTO icon
2465
ZTO Express
ZTO
$18.3B
$4.87K ﹤0.01%
295
– –
BMEZ icon
2466
BlackRock Health Sciences Trust II
BMEZ
$968M
$4.86K ﹤0.01%
363
+12
+3% +$188
IWTR
2467
DELISTED
iShares MSCI Water Management Multisector ETF
IWTR
$4.85K ﹤0.01%
188
– –
CLF icon
2468
Cleveland-Cliffs
CLF
$6.57B
$4.8K ﹤0.01%
700
-2,100
-75% -$21.3K
TEX icon
2469
Terex
TEX
$7.18B
$4.77K ﹤0.01%
148
– –
ARKW icon
2470
ARK Web x.0 ETF
ARKW
$1.63B
$4.77K ﹤0.01%
58
– –
RNR icon
2471
RenaissanceRe
RNR
$13.3B
$4.75K ﹤0.01%
+21
New +$5.08K
VLGEA icon
2472
Village Super Market
VLGEA
$651M
$4.73K ﹤0.01%
+134
New +$4.46K
GPK icon
2473
Graphic Packaging
GPK
$3.17B
$4.72K ﹤0.01%
200
+135
+208% +$3.61K
IXP icon
2474
iShares Global Comm Services ETF
IXP
$529M
$4.65K ﹤0.01%
+53
New +$5.36K
BITO icon
2475
ProShares Bitcoin Strategy ETF
BITO
$1.37B
$4.61K ﹤0.01%
276
– –
97 98
99
100 101

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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.