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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
RQI icon
3051
Cohen & Steers Quality Income Realty Fund
RQI
$1.7B
$11 ﹤0.01%
+1
New +$13
BHK icon
3052
BlackRock Core Bond Trust
BHK
$648M
$10 ﹤0.01%
1
– –
HMC icon
3053
Honda
HMC
$39.9B
– –
-272
Closed -$7.76K
THW
3054
abrdn World Healthcare Fund
THW
$536M
$10 ﹤0.01%
+1
New +$12
ULY
3055
DELISTED
Urgent.ly
ULY
$8 ﹤0.01%
2
-1
-33% -$6
CRIS icon
3056
Curis
CRIS
$9.67M
– –
0
– –
FLMI icon
3057
Franklin Dynamic Municipal Bond ETF
FLMI
$2.29B
– –
0
– –
CRBP icon
3058
Corbus Pharmaceuticals
CRBP
$168M
$5 ﹤0.01%
1
– –
MPT
3059
Medical Properties Trust
MPT
$2.81B
$5 ﹤0.01%
+1
New +$5
NMR icon
3060
Nomura Holdings
NMR
$27.9B
$5 ﹤0.01%
1
-146
-99% -$929
XFLT
3061
XAI Floating Rate & Alternative Income Trust
XFLT
$288M
– –
0
– –
JFR icon
3062
Nuveen Floating Rate Income Fund
JFR
$1.23B
$4 ﹤0.01%
1
-567
-100% -$4.86K
LAW icon
3063
CS Disco
LAW
$254M
$4 ﹤0.01%
1
– –
LSF icon
3064
Laird Superfood
LSF
$46.2M
$4 ﹤0.01%
1
– –
PSEC icon
3065
Prospect Capital
PSEC
$1.08B
$4 ﹤0.01%
+1
New +$4
WKHS icon
3066
Workhorse Group
WKHS
$34.5M
– –
0
– –
AWP
3067
abrdn Global Premier Properties Fund
AWP
$375M
– –
0
– –
BTT icon
3068
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
– –
0
– –
HTEC icon
3069
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$76.4M
– –
0
– –
TIPX icon
3070
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.02B
– –
0
– –
BRY
3071
DELISTED
Berry Corp
BRY
$2 ﹤0.01%
1
-1,045
-100% -$4.29K
CIG icon
3072
CEMIG Preferred Shares
CIG
$6.21B
$2 ﹤0.01%
1
– –
NRT
3073
North European Oil Royalty Trust
NRT
$81.5M
– –
0
– –
VIVS
3074
VivoSim Labs
VIVS
$1.35M
$2 ﹤0.01%
+1
New +$5
COTY icon
3075
Coty
COTY
$2.37B
– –
-860
Closed -$5.38K
121 122
123
124 125

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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.