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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
TCMD icon
2076
Tactile Systems Technology
TCMD
$635M
$16K ﹤0.01%
1,232
– –
SBGI icon
2077
Sinclair Inc
SBGI
$992M
$16K ﹤0.01%
1,194
-423
-26% -$6.41K
VUZI icon
2078
Vuzix
VUZI
$194M
$15.9K ﹤0.01%
10,000
– –
VUSB icon
2079
Vanguard Ultra-Short Bond ETF
VUSB
$8.94B
$15.9K ﹤0.01%
321
– –
USAU icon
2080
US Gold Corp
USAU
$214M
$15.8K ﹤0.01%
+2,000
New +$16.6K
WERN icon
2081
Werner Enterprises
WERN
$2.24B
$15.8K ﹤0.01%
582
– –
DKL icon
2082
Delek Logistics
DKL
$3.21B
$15.8K ﹤0.01%
425
– –
MCI
2083
Barings Corporate Investors
MCI
$340M
$15.8K ﹤0.01%
750
– –
IBTH icon
2084
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$15.7K ﹤0.01%
700
– –
ALCO icon
2085
Alico
ALCO
$280M
$15.7K ﹤0.01%
+550
New +$16.4K
ABEV icon
2086
Ambev
ABEV
$48.1B
$15.6K ﹤0.01%
7,250
-2,807
-28% -$5.62K
FLYW icon
2087
Flywire
FLYW
$1.98B
$15.6K ﹤0.01%
1,800
-3,565
-66% -$56.1K
MMSI icon
2088
Merit Medical Systems
MMSI
$5.07B
$15.5K ﹤0.01%
175
+25
+17% +$2.58K
PJT icon
2089
PJT Partners
PJT
$4.35B
$15.4K ﹤0.01%
123
-153
-55% -$24.1K
MSGE icon
2090
Madison Square Garden
MSGE
$3.65B
$15.4K ﹤0.01%
534
+56
+12% +$1.95K
NOK icon
2091
Nokia
NOK
$51B
$15.3K ﹤0.01%
3,295
-3,380
-51% -$16.5K
TEO icon
2092
Telecom Argentina
TEO
$6.03B
$15.3K ﹤0.01%
1,614
– –
CIO
2093
DELISTED
City Office REIT
CIO
$15.3K ﹤0.01%
+3,300
New +$16.9K
PRIM icon
2094
Primoris Services
PRIM
$4.58B
$15.2K ﹤0.01%
+282
New +$20.4K
FDIS icon
2095
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$15K ﹤0.01%
199
-195
-49% -$18.3K
IMO icon
2096
Imperial Oil
IMO
$62.7B
$14.8K ﹤0.01%
246
-15
-6% -$1.03K
SEIC icon
2097
SEI Investments
SEIC
$12.4B
$14.8K ﹤0.01%
223
-720
-76% -$57.9K
INMD icon
2098
InMode
INMD
$870M
$14.8K ﹤0.01%
1,022
-1,060
-51% -$19.1K
LMAT icon
2099
LeMaitre Vascular
LMAT
$2.32B
$14.8K ﹤0.01%
190
– –
TDOC icon
2100
Teladoc Health
TDOC
$1.22B
$14.8K ﹤0.01%
2,063
-3
-0.1% -$30
82 83
84
85 86

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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.