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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
AUB icon
1876
Atlantic Union Bankshares
AUB
$6.02B
$27.5K ﹤0.01%
1,131
+64
+6% +$2.27K
PREF icon
1877
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
$27.4K ﹤0.01%
1,500
-1,166
-44% -$21.8K
MLAB icon
1878
Mesa Laboratories
MLAB
$557M
$27.3K ﹤0.01%
260
+1
+0.4% +$136
PRGO icon
1879
Perrigo
PRGO
$1.4B
$27.3K ﹤0.01%
1,110
+91
+9% +$2.36K
NEO icon
1880
NeoGenomics
NEO
$1.96B
$27.2K ﹤0.01%
3,320
-444
-12% -$5.54K
RLI icon
1881
RLI Corp
RLI
$5.62B
$27.2K ﹤0.01%
374
-15,826
-98% -$1.2M
TOWN icon
1882
Towne Bank
TOWN
$3.46B
$27.2K ﹤0.01%
895
+55
+7% +$1.94K
VKTX icon
1883
Viking Therapeutics
VKTX
$3.7B
$27.2K ﹤0.01%
1,361
+10
+0.7% +$316
SNDK
1884
Sandisk
SNDK
$180B
$27.1K ﹤0.01%
+839
New +$41.7K
NWG icon
1885
NatWest
NWG
$75.3B
$27.1K ﹤0.01%
2,566
+1,108
+76% +$12.4K
SPMB icon
1886
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.95B
$27.1K ﹤0.01%
+1,243
New +$27K
FNF icon
1887
Fidelity National Financial
FNF
$13.9B
$27K ﹤0.01%
463
+292
+171% +$17.5K
OVV icon
1888
Ovintiv
OVV
$17.3B
$27K ﹤0.01%
865
+132
+18% +$5.64K
EGY icon
1889
Vaalco Energy
EGY
$570M
$27K ﹤0.01%
8,700
– –
IEO icon
1890
iShares US Oil & Gas Exploration & Production ETF
IEO
$580M
$27K ﹤0.01%
360
– –
PVAL icon
1891
Putnam Focused Large Cap Value ETF
PVAL
$13.1B
$26.9K ﹤0.01%
+802
New +$30.7K
GAUZ
1892
Gauzy
GAUZ
$5.15M
$26.9K ﹤0.01%
+3,470
New +$36.1K
FDMO icon
1893
Fidelity Momentum Factor ETF
FDMO
$921M
$26.7K ﹤0.01%
460
– –
STNC icon
1894
Hennessy Sustainable ETF
STNC
$93M
$26.6K ﹤0.01%
1,006
– –
OCSL icon
1895
Oaktree Specialty Lending
OCSL
$1.02B
$26.5K ﹤0.01%
2,050
+50
+3% +$784
FMS icon
1896
Fresenius Medical Care
FMS
$13.8B
$26.5K ﹤0.01%
1,174
+276
+31% +$6.57K
OXLC
1897
Oxford Lane Capital
OXLC
$894M
$26.5K ﹤0.01%
1,220
– –
POR icon
1898
Portland General Electric
POR
$5.71B
$26.5K ﹤0.01%
639
+139
+28% +$5.96K
XOP icon
1899
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.65B
$26.1K ﹤0.01%
256
+1
+0.4% +$134
ARI
1900
Apollo Commercial Real Estate
ARI
$867M
$26K ﹤0.01%
+3,258
New +$30.9K
74 75
76
77 78

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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.