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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
IDYA icon
2951
IDEAYA Biosciences
IDYA
$3.5B
$232 ﹤0.01%
+16
New +$341
ASIX icon
2952
AdvanSix
ASIX
$555M
$224 ﹤0.01%
12
+4
+50% +$111
HIFS icon
2953
Hingham Institution for Saving
HIFS
$622M
$222 ﹤0.01%
+1
New +$251
PFN
2954
PIMCO Income Strategy Fund II
PFN
$696M
$216 ﹤0.01%
31
– –
KBA icon
2955
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$148M
$209 ﹤0.01%
10
-30
-75% -$703
ALX
2956
Alexander's
ALX
$1.36B
$194 ﹤0.01%
+1
New +$202
SPYD icon
2957
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.65B
$190 ﹤0.01%
5
-10,589
-100% -$465K
CHPT icon
2958
ChargePoint
CHPT
$142M
$179 ﹤0.01%
17
– –
SPR
2959
DELISTED
Spirit AeroSystems
SPR
$179 ﹤0.01%
+6
New +$205
IGC icon
2960
IGC Pharma
IGC
$26M
$177 ﹤0.01%
655
– –
MXL icon
2961
MaxLinear
MXL
$6.07B
$174 ﹤0.01%
+19
New +$318
NUS icon
2962
Nu Skin
NUS
$254M
$174 ﹤0.01%
29
– –
SSYS icon
2963
Stratasys
SSYS
$697M
$174 ﹤0.01%
20
– –
VXX icon
2964
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$158M
$171 ﹤0.01%
2
– –
CRF
2965
Cornerstone Total Return Fund
CRF
$1.14B
$168 ﹤0.01%
27
– –
WMG icon
2966
Warner Music
WMG
$14.4B
$168 ﹤0.01%
6
-39
-87% -$1.27K
BNED icon
2967
Barnes & Noble Education
BNED
$430M
$166 ﹤0.01%
20
– –
NBR icon
2968
Nabors Industries
NBR
$1.22B
$165 ﹤0.01%
6
– –
MVST icon
2969
Microvast
MVST
$267M
$164 ﹤0.01%
+100
New +$174
RWX icon
2970
State Street SPDR Dow Jones International Real Estate ETF
RWX
$273M
$161 ﹤0.01%
7
– –
LILA icon
2971
Liberty Latin America Class A
LILA
$1.63B
$158 ﹤0.01%
44
– –
UCO icon
2972
ProShares Ultra Bloomberg Crude Oil
UCO
$416M
$154 ﹤0.01%
8
-311
-97% -$8.47K
SQFTW icon
2973
Presidio Property Trust Inc Series A Warrants
SQFTW
$197K
$151 ﹤0.01%
4,074
– –
DRIO icon
2974
DarioHealth
DRIO
$70.2M
$142 ﹤0.01%
13
– –
ADC icon
2975
Agree Realty
ADC
$9.42B
$141 ﹤0.01%
2
-1,290
-100% -$94.6K
117 118
119
120 121

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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.