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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
TLK icon
2476
Telkom Indonesia
TLK
$14.5B
$4.59K ﹤0.01%
347
– –
GFI icon
2477
Gold Fields
GFI
$29B
$4.59K ﹤0.01%
+229
New +$4.19K
UNFI icon
2478
United Natural Foods
UNFI
$3.08B
$4.56K ﹤0.01%
193
– –
ABSI icon
2479
Absci
ABSI
$1.32B
$4.55K ﹤0.01%
2,004
– –
KB icon
2480
KB Financial Group
KB
$41.4B
$4.55K ﹤0.01%
97
-1
-1% -$58
GLP icon
2481
Global Partners
GLP
$1.68B
$4.49K ﹤0.01%
100
– –
SSTK icon
2482
Shutterstock
SSTK
$198M
$4.48K ﹤0.01%
308
-30
-9% -$769
NLOP
2483
Net Lease Office Properties
NLOP
$173M
$4.47K ﹤0.01%
165
– –
FSTR icon
2484
Foster
FSTR
$430M
$4.39K ﹤0.01%
244
+87
+55% +$2.19K
HLIO icon
2485
Helios Technologies
HLIO
$2.57B
$4.39K ﹤0.01%
170
– –
TPG icon
2486
TPG
TPG
$7.01B
$4.35K ﹤0.01%
110
– –
NVDU icon
2487
Direxion Daily NVDA Bull 2X ETF
NVDU
$551M
$4.32K ﹤0.01%
106
+1
+1% +$78
PTBD icon
2488
Pacer Trendpilot US Bond ETF
PTBD
$85.5M
$4.31K ﹤0.01%
219
– –
SAR icon
2489
Saratoga Investment
SAR
$312M
$4.29K ﹤0.01%
200
– –
SBRA icon
2490
Sabra Healthcare REIT
SBRA
$5.34B
$4.29K ﹤0.01%
262
+239
+1,039% +$4.03K
FCN icon
2491
FTI Consulting
FCN
$4.4B
$4.28K ﹤0.01%
28
-44
-61% -$7.91K
MDGL icon
2492
Madrigal Pharmaceuticals
MDGL
$10.8B
$4.24K ﹤0.01%
14
-1,036
-99% -$340K
JILL icon
2493
J. Jill
JILL
$272M
$4.22K ﹤0.01%
270
– –
ZLAB icon
2494
Zai Lab
ZLAB
$2.06B
$4.2K ﹤0.01%
+155
New +$4.77K
KIE icon
2495
State Street SPDR S&P Insurance ETF
KIE
$649M
$4.18K ﹤0.01%
78
– –
MGY icon
2496
Magnolia Oil & Gas
MGY
$6.09B
$4.16K ﹤0.01%
+212
New +$5.14K
FRPT icon
2497
Freshpet
FRPT
$2.93B
$4.15K ﹤0.01%
+56
New +$6.85K
ALLY icon
2498
Ally Financial
ALLY
$13.2B
$4.15K ﹤0.01%
136
-254
-65% -$9.36K
BILI icon
2499
Bilibili
BILI
$7.99B
$4.12K ﹤0.01%
277
+56
+25% +$1.08K
FLNC icon
2500
Fluence Energy
FLNC
$1.85B
$4.12K ﹤0.01%
1,057
– –
98 99
100
101 102

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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.