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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
GSHD icon
1001
Goosehead Insurance
GSHD
$2.51B
$252K ﹤0.01%
2,426
+401
+20% +$45K
FELV icon
1002
Fidelity Enhanced Large Cap Value ETF
FELV
$3.24B
$252K ﹤0.01%
9,230
+28
+0.3% +$875
GIL icon
1003
Gildan
GIL
$9.49B
$252K ﹤0.01%
6,655
-311
-4% -$15.5K
BUSE icon
1004
First Busey Corp
BUSE
$2.56B
$251K ﹤0.01%
12,977
– –
ATO icon
1005
Atmos Energy
ATO
$29.7B
$250K ﹤0.01%
1,704
+20
+1% +$2.92K
AVUV icon
1006
Avantis US Small Cap Value ETF
AVUV
$30.3B
$250K ﹤0.01%
3,326
+1,625
+96% +$153K
DBX icon
1007
Dropbox
DBX
$7.78B
$248K ﹤0.01%
9,773
+3,663
+60% +$106K
TTE icon
1008
TotalEnergies
TTE
$193B
$248K ﹤0.01%
4,645
-1,640
-26% -$98.9K
AESI icon
1009
Atlas Energy Solutions
AESI
$1.27B
$247K ﹤0.01%
19,111
– –
FSK icon
1010
FS KKR Capital
FSK
$3.01B
$247K ﹤0.01%
13,749
-974
-7% -$21.8K
SPRY icon
1011
ARS Pharmaceuticals
SPRY
$579M
$247K ﹤0.01%
20,000
– –
VIOV icon
1012
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$246K ﹤0.01%
3,424
-60
-2% -$5.44K
INDY icon
1013
iShares S&P India Nifty 50 Index Fund
INDY
$558M
$244K ﹤0.01%
5,033
– –
EPR icon
1014
EPR Properties
EPR
$4.89B
$244K ﹤0.01%
5,596
-191
-3% -$9.37K
DFUS
1015
Dimensional US Equity ETF
DFUS
$20.3B
$243K ﹤0.01%
4,524
-756
-14% -$48.3K
IYJ icon
1016
iShares US Industrials ETF
IYJ
$1.95B
$242K ﹤0.01%
2,099
-1,000
-32% -$136K
LKQ icon
1017
LKQ Corp
LKQ
$6.72B
$239K ﹤0.01%
6,211
-3,340
-35% -$132K
OHI icon
1018
Omega Healthcare
OHI
$15.3B
$239K ﹤0.01%
6,597
+1,597
+32% +$59.4K
TECH icon
1019
Bio-Techne
TECH
$11.2B
$238K ﹤0.01%
4,882
-49
-1% -$3.32K
SH icon
1020
ProShares Short S&P500
SH
$928M
$238K ﹤0.01%
+4,765
New +$203K
BIV icon
1021
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$237K ﹤0.01%
3,127
+137
+5% +$10.3K
OBDC icon
1022
Blue Owl Capital
OBDC
$5.35B
$236K ﹤0.01%
18,887
-26,083
-58% -$392K
DASH icon
1023
DoorDash
DASH
$84.3B
$236K ﹤0.01%
1,422
+538
+61% +$101K
NESR
1024
National Energy Services Reunited Corp
NESR
$2.46B
$236K ﹤0.01%
+42,924
New +$370K
TU icon
1025
Telus
TU
$17.4B
$234K ﹤0.01%
16,910
-3,500
-17% -$51.3K
39 40
41
42 43

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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.