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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
BRN icon
3026
Barnwell Industries
BRN
$13.9M
$22 ﹤0.01%
15
– –
GHI icon
3027
Greystone Housing Impact Investors LP
GHI
$129M
$22 ﹤0.01%
2
+1
+100% +$12
MTW icon
3028
Manitowoc
MTW
$497M
$22 ﹤0.01%
3
– –
GOOS
3029
Canada Goose Holdings
GOOS
$904M
$21 ﹤0.01%
3
– –
ONL
3030
Orion Office REIT
ONL
$148M
$21 ﹤0.01%
13
-5,000
-100% -$17.5K
FNDB icon
3031
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.42B
$19 ﹤0.01%
1
-5,788
-100% -$137K
RNP icon
3032
Cohen & Steers REIT and Preferred and Income Fund
RNP
$988M
$19 ﹤0.01%
+1
New +$22
SHOE
3033
Shoe Station Group
SHOE
$420M
$19 ﹤0.01%
1
-408
-100% -$10.3K
ADX icon
3034
Adams Diversified Equity Fund
ADX
$3.09B
$17 ﹤0.01%
1
-1,526
-100% -$30.7K
AUID icon
3035
authID Inc
AUID
$11M
$17 ﹤0.01%
+3
New +$18
MMIT icon
3036
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
$17 ﹤0.01%
+1
New +$24
OLP
3037
One Liberty Properties
OLP
$532M
$17 ﹤0.01%
1
– –
RUN icon
3038
Sunrun
RUN
$2.27B
$17 ﹤0.01%
3
-1,665
-100% -$13.7K
CHGG icon
3039
Chegg
CHGG
$118M
$15 ﹤0.01%
31
-40
-56% -$50
AEON icon
3040
AEON Biopharma
AEON
$11.3M
$14 ﹤0.01%
33
-1
-3% -$7
HQH
3041
abrdn Healthcare Investors
HQH
$1.26B
$14 ﹤0.01%
+1
New +$17
PAXS
3042
PIMCO Access Income Fund
PAXS
$669M
$14 ﹤0.01%
+1
New +$16
PGF icon
3043
Invesco Financial Preferred ETF
PGF
$676M
$14 ﹤0.01%
1
– –
INUV icon
3044
Inuvo
INUV
$15.9M
$13 ﹤0.01%
4
– –
RLTY icon
3045
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$267M
$13 ﹤0.01%
+1
New +$15
SHOO icon
3046
Steven Madden
SHOO
$3.5B
$13 ﹤0.01%
1
-143
-99% -$5.03K
KPTI icon
3047
Karyopharm Therapeutics
KPTI
$159M
$12 ﹤0.01%
3
– –
ULE icon
3048
ProShares Ultra Euro
ULE
$4.4M
$12 ﹤0.01%
1
– –
BGR icon
3049
BlackRock Energy and Resources Trust
BGR
$417M
$11 ﹤0.01%
+1
New +$13
IUSB icon
3050
iShares Core Universal USD Bond ETF
IUSB
$43B
– –
0
– –
120 121
122
123 124

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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.